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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
3326
Financial Enhancement Group
Indiana
$101K -$1.24K -10 -1%
IWP
3327
IAG Wealth Partners
Wisconsin
$100K -$14.6K -118 -12%
RAM
3328
Riggs Asset Management
Pennsylvania
$94K -$410K -3,307 -80%
AWM
3329
Abound Wealth Management
Tennessee
$93.5K -$1.49K -12 -1%
RIM
3330
Rockbridge Investment Management
New York
$93.5K -$158K -1,275 -61%
WFA
3331
West Financial Advisors
Iowa
$84K -$5.08K -41 -5%
SC
3332
Schubert & Co
Texas
$84K +$13.9K +112 +18%
FA
3333
Financial Avengers
California
$81K +$619 +5 +0.7%
LPWM
3334
Lake Point Wealth Management
Texas
$79K +$124 +1 +0.1%
GWMI
3335
Guardian Wealth Management (Illinois)
Illinois
$77K +$248 +2 +0.3%
WOSD
3336
WFA of San Diego
California
$77K +$85.1K +687 New
HL
3337
Harding Loevner
New Jersey
$66K – – –
MCA
3338
Maryland Capital Advisors
Maryland
$65K – – –
ETI
3339
Enterprise Trust & Investment
California
$65K +$27.1K +219 +61%
BHWM
3340
Bay Harbor Wealth Management
Maryland
$64K – – –
AIC
3341
Ayalon Insurance Company
Israel
$63K -$1.26M -10,208 -95%
VFIC
3342
Valley Forge Investment Consultants
Pennsylvania
$63K -$1.24K -10 -2%
MS
3343
Marshall & Sullivan
Washington
$63K +$70.2K +567 New
EC
3344
Estate Counselors
Wisconsin
$62K – – –
MWA
3345
Miller Wealth Advisors
Colorado
$60K -$4.96K -40 -7%
EA
3346
Evolution Advisers
Virginia
$60K – – –
CDIA
3347
Capital Directions Investment Advisors
Georgia
$59K -$48.6K -392 -43%
WPWM
3348
Western Pacific Wealth Management
Illinois
$55K – – –
AIL
3349
AGF Investments LLC
Ontario, Canada
$54K -$436K -3,519 -88%
TCWA
3350
Ten Capital Wealth Advisors
Washington
$53K – – –
132 133
134
135 136