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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
3326
Fulcrum Equity Management
Texas
$661K +$4.42K +21 +0.7%
AWM
3327
Allen Wealth Management
North Carolina
$660K -$1.05K -5 -0.2%
ACA
3328
Ackerman Capital Advisors
Texas
$659K – – –
NG
3329
Northstar Group
New York
$659K -$85.9K -408 -12%
WFS
3330
WealthGarden F.S.
California
$658K – – –
LAM
3331
Lakewood Asset Management
Illinois
$657K -$11.4K -54 -2%
AWA
3332
Arbor Wealth Advisors
Michigan
$656K – – –
SAM
3333
SP Asset Management
California
$655K +$2.11K +10 +0.3%
BWM
3334
BCS Wealth Management
Tennessee
$655K +$238K +1,131 +57%
IGGA
3335
Iron Gate Global Advisors
Utah
$655K -$14.7K -70 -2%
RC
3336
Rovin Capital
Arizona
$652K +$4.21K +20 +0.7%
CIA
3337
Compass Ion Advisors
Pennsylvania
$652K +$1.47K +7 +0.2%
EFG
3338
Elios Financial Group
Ohio
$652K +$651K +3,091 New
SFP
3339
Sweet Financial Partners
Minnesota
$651K -$32K -152 -5%
CAM
3340
Claret Asset Management
Quebec, Canada
$650K +$69.5K +330 +12%
NPPM
3341
North Point Portfolio Managers
Ohio
$647K – – –
SLA
3342
Silver Lake Advisory
Utah
$647K +$3.16K +15 +0.5%
FFWM
3343
Future Financial Wealth Management
Ohio
$647K – – –
DCBT
3344
Dakota Community Bank & Trust
North Dakota
$646K -$13.5K -64 -2%
FFG
3345
Fiduciary Financial Group
California
$644K +$14.3K +68 +2%
CHA
3346
Cooper/Haims Advisors
New York
$644K -$38.8K -184 -6%
ACM
3347
Absolute Capital Management
Pennsylvania
$644K +$643K +3,054 New
ECA
3348
Elevated Capital Advisors
Utah
$644K +$643K +3,053 New
JLBC
3349
J.L. Bainbridge & Co
Florida
$644K -$10.5K -50 -2%
BMD
3350
Better Money Decisions
New Mexico
$642K +$44.4K +211 +7%
132 133
134
135 136