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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
3326
Ackerman Capital Advisors
Texas
$659K – – –
NG
3327
Northstar Group
New York
$659K -$85.9K -408 -12%
WFS
3328
WealthGarden F.S.
California
$658K – – –
LAM
3329
Lakewood Asset Management
Illinois
$657K -$11.4K -54 -2%
AWA
3330
Arbor Wealth Advisors
Michigan
$656K – – –
SAM
3331
SP Asset Management
California
$655K +$2.11K +10 +0.3%
BWM
3332
BCS Wealth Management
Tennessee
$655K +$238K +1,131 +57%
IGGA
3333
Iron Gate Global Advisors
Utah
$655K -$14.7K -70 -2%
RC
3334
Rovin Capital
Arizona
$652K +$4.21K +20 +0.7%
CIA
3335
Compass Ion Advisors
Pennsylvania
$652K +$1.47K +7 +0.2%
EFG
3336
Elios Financial Group
Ohio
$652K +$651K +3,091 New
SFP
3337
Sweet Financial Partners
Minnesota
$651K -$32K -152 -5%
CAM
3338
Claret Asset Management
Quebec, Canada
$650K +$69.5K +330 +12%
NPPM
3339
North Point Portfolio Managers
Ohio
$647K – – –
SLA
3340
Silver Lake Advisory
Utah
$647K +$3.16K +15 +0.5%
FFWM
3341
Future Financial Wealth Management
Ohio
$647K – – –
DCBT
3342
Dakota Community Bank & Trust
North Dakota
$646K -$13.5K -64 -2%
FFG
3343
Fiduciary Financial Group
California
$644K +$14.3K +68 +2%
CHA
3344
Cooper/Haims Advisors
New York
$644K -$38.8K -184 -6%
ACM
3345
Absolute Capital Management
Pennsylvania
$644K +$643K +3,054 New
ECA
3346
Elevated Capital Advisors
Utah
$644K +$643K +3,053 New
JLBC
3347
J.L. Bainbridge & Co
Florida
$644K -$10.5K -50 -2%
BMD
3348
Better Money Decisions
New Mexico
$642K +$44.4K +211 +7%
VH
3349
Visionary Horizons
Tennessee
$641K +$2.74K +13 +0.4%
DBRC
3350
D.B. Root & Company
Pennsylvania
$641K -$9.27K -44 -1%
132 133
134
135 136