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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
3351
Forum Finance Group
$1.4M +$996K +3,208 +154%
CFC
3352
Coyle Financial Counsel
Illinois
$1.39M +$114K +367 +9%
FFG
3353
Fiduciary Financial Group
California
$1.39M +$80.7K +260 +6%
EPW
3354
Elevated Private Wealth
Wisconsin
$1.39M +$1.32M +4,255 New
IAAG
3355
Innovative Asset Advisors Group
Connecticut
$1.39M +$87.9K +283 +7%
NVIM
3356
New Vernon Investment Management
Illinois
$1.39M – – –
AIM
3357
Axiom Investment Management
New York
$1.39M -$414K -1,332 -24%
ACM
3358
Aspen Capital Management
Idaho
$1.39M +$22K +71 +2%
PA
3359
Planning Alternatives
Michigan
$1.39M +$77.9K +251 +6%
PCM
3360
Park Capital Management
Wisconsin
$1.39M -$104K -334 -7%
GG
3361
GenWealth Group
New Jersey
$1.38M -$21.1K -68 -2%
OWA
3362
Outlook Wealth Advisors
Texas
$1.38M -$26.1K -84 -2%
SC
3363
Steph & Co
Wisconsin
$1.38M +$59.9K +193 +5%
CWAF
3364
Core Wealth Advisors (Florida)
Florida
$1.38M +$496K +1,598 +61%
PCI
3365
Planning Center Inc
Illinois
$1.38M +$38.2K +123 +3%
DM
3366
Delphi Management
Massachusetts
$1.38M +$140K +452 +12%
SPWM
3367
Spartan Planning & Wealth Management
North Carolina
$1.38M +$369K +1,189 +39%
AAM
3368
AMI Asset Management
California
$1.37M -$5.28K -17 -0.4%
IAG
3369
Investment Advisory Group
Massachusetts
$1.37M +$41.6K +134 +3%
AWS
3370
Alliance Wealth Strategies
Virginia
$1.37M – – –
TFG
3371
Taylor Financial Group
Virginia
$1.37M – – –
DCM
3372
Davidson Capital Management
Texas
$1.37M +$39.8K +128 +3%
SWP
3373
Stone Wealth Partners
Louisiana
$1.37M +$8.38K +27 +0.6%
CSF
3374
Capital Squared Financial
Maryland
$1.37M +$24.8K +80 +2%
WIM
3375
Warwick Investment Management
Texas
$1.36M +$70.5K +227 +6%
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135
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