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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3401
Worth Asset Management
Texas
$148K +$185K +1,250 New
KFS
3402
Kelly Financial Services
Massachusetts
$146K +$738 +5 +0.5%
JWM
3403
Janiczek Wealth Management
Colorado
$142K +$590 +4 +0.4%
OA
3404
Operose Advisors
Wisconsin
$140K – – –
NOI
3405
Newton One Investments
Delaware
$139K – – –
IWP
3406
IAG Wealth Partners
Wisconsin
$137K +$13.6K +92 +10%
PP
3407
PrairieView Partners
Minnesota
$136K -$25.8K -175 -15%
PP
3408
PFS Partners
New Jersey
$136K +$148 +1 +0.1%
CWAF
3409
Core Wealth Advisors (Florida)
Florida
$131K -$4.28K -29 -3%
HFM
3410
Harvest Fund Management
China
$130K -$143K -971 -50%
PPWM
3411
PFG Private Wealth Management
Florida
$130K +$127K +863 +948%
HFA
3412
HC Financial Advisors
California
$129K +$11.1K +75 +9%
GKIM
3413
GW&K Investment Management
Massachusetts
$129K +$139K +943 New
LFG
3414
Larson Financial Group
Missouri
$126K -$37.9K -257 -22%
JPLA
3415
Joseph P. Lucia & Associates
New York
$126K +$136K +923 New
CDIA
3416
Capital Directions Investment Advisors
Georgia
$125K -$94K -637 -41%
OAJ
3417
Ogorek Anthony Joseph
New York
$125K – – –
FEG
3418
Financial Enhancement Group
Indiana
$124K -$8.56K -58 -6%
BAM
3419
Baldrige Asset Management
Pennsylvania
$124K – – –
TAM
3420
Tucker Asset Management
Colorado
$121K +$24.4K +165 +23%
BIP
3421
Blueprint Investment Partners
North Carolina
$118K -$1.26M -8,550 -91%
AWM
3422
Abound Wealth Management
Tennessee
$115K -$14.2K -96 -10%
CFN
3423
Cordasco Financial Network
Florida
$114K – – –
PO
3424
Private Ocean
California
$113K +$2.66K +18 +2%
WFA
3425
West Financial Advisors
Iowa
$108K +$6.05K +41 +5%
135 136
137
138 139