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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
3426
Jackson Thornton Wealth Management
Alabama
$217K +$205K +1,619 New
GG
3427
Golden Green
South Carolina
$217K +$205K +1,615 New
TLA
3428
Tanglewood Legacy Advisors
Texas
$217K +$205K +1,615 New
FIM
3429
Fernwood Investment Management
Massachusetts
$216K +$204K +1,608 New
AMG
3430
Asset Management Group
Connecticut
$216K +$204K +1,607 New
SSC
3431
Syverson Strege & Co
Iowa
$215K +$10.8K +85 +6%
TWA
3432
Tandem Wealth Advisors
Arizona
$215K +$203K +1,601 New
TWM
3433
Triton Wealth Management
Arizona
$215K -$49.3K -389 -20%
WAM
3434
Worth Asset Management
Texas
$215K +$49.4K +390 +32%
NA
3435
Navellier & Associates
Nevada
$215K +$203K +1,600 New
LA
3436
Lifeworks Advisors
Michigan
$214K -$93.9K -741 -32%
LFGO
3437
Legacy Financial Group (Oklahoma)
Oklahoma
$214K +$202K +1,598 New
KL
3438
KWMG LLC
Kansas
$214K +$202K +1,596 New
CPA
3439
Capital Performance Advisors
California
$213K +$201K +1,589 New
RCA
3440
Riverview Capital Advisers
Massachusetts
$213K +$201K +1,588 New
FAM
3441
Family Asset Management
South Carolina
$213K +$201K +1,585 New
VAFP
3442
Vahanian & Associates Financial Planning
New York
$212K +$201K +1,583 New
GM
3443
GeoWealth Management
Illinois
$212K +$200K +1,577 New
BMD
3444
Better Money Decisions
New Mexico
$212K +$200K +1,579 New
AIFAIM
3445
American Institute for Advanced Investment Management
Arizona
$212K +$200K +1,578 New
HKIMG
3446
Hutchens & Kramer Investment Management Group
Indiana
$212K +$200K +1,578 New
SCA
3447
Sage Capital Advisors
South Dakota
$211K +$200K +1,577 New
RWM
3448
Raffa Wealth Management
District of Columbia
$211K -$79.7K -629 -29%
SCA
3449
SMH Capital Advisors
Texas
$211K +$199K +1,572 New
AL
3450
ACAS LLC
California
$210K +$199K +1,568 New
136 137
138
139 140