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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3401
Janiczek Wealth Management
Colorado
$142K +$590 +4 +0.4%
OA
3402
Operose Advisors
Wisconsin
$140K – – –
NOI
3403
Newton One Investments
Delaware
$139K – – –
IWP
3404
IAG Wealth Partners
Wisconsin
$137K +$13.6K +92 +10%
PP
3405
PrairieView Partners
Minnesota
$136K -$25.8K -175 -15%
PP
3406
PFS Partners
New Jersey
$136K +$148 +1 +0.1%
CWAF
3407
Core Wealth Advisors (Florida)
Florida
$131K -$4.28K -29 -3%
HFM
3408
Harvest Fund Management
China
$130K -$143K -971 -50%
PPWM
3409
PFG Private Wealth Management
Florida
$130K +$127K +863 +948%
HFA
3410
HC Financial Advisors
California
$129K +$11.1K +75 +9%
GKIM
3411
GW&K Investment Management
Massachusetts
$129K +$139K +943 New
LFG
3412
Larson Financial Group
Missouri
$126K -$37.9K -257 -22%
JPLA
3413
Joseph P. Lucia & Associates
New York
$126K +$136K +923 New
CDIA
3414
Capital Directions Investment Advisors
Georgia
$125K -$94K -637 -41%
OAJ
3415
Ogorek Anthony Joseph
New York
$125K – – –
FEG
3416
Financial Enhancement Group
Indiana
$124K -$8.56K -58 -6%
BAM
3417
Baldrige Asset Management
Pennsylvania
$124K – – –
TAM
3418
Tucker Asset Management
Colorado
$121K +$24.4K +165 +23%
BIP
3419
Blueprint Investment Partners
North Carolina
$118K -$1.26M -8,550 -91%
AWM
3420
Abound Wealth Management
Tennessee
$115K -$14.2K -96 -10%
CFN
3421
Cordasco Financial Network
Florida
$114K – – –
PO
3422
Private Ocean
California
$113K +$2.66K +18 +2%
WFA
3423
West Financial Advisors
Iowa
$108K +$6.05K +41 +5%
TIM
3424
Tevis Investment Management
Texas
$108K +$44K +298 +59%
CMBA
3425
C.M. Bidwell & Associates
Hawaii
$100K +$103K +700 +2,000%
135 136
137
138 139