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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
3451
Blue Barn Wealth
Utah
$251K -$4.05K -27 -2%
BFG
3452
Baron Financial Group
New Jersey
$251K – – –
AFS
3453
Annapolis Financial Services
Maryland
$251K +$450 +3 +0.2%
RAG
3454
RIA Advisory Group
Iowa
$250K -$7.2K -48 -3%
EL
3455
EWA LLC
Pennsylvania
$250K +$32.1K +214 +14%
LAM
3456
Lifestyle Asset Management
Texas
$249K -$3.75K -25 -1%
WCM
3457
Washburn Capital Management
Florida
$249K +$3.75K +25 +1%
FWSM
3458
First Wilshire Securities Management
California
$249K – – –
WFPG
3459
Waller Financial Planning Group
Ohio
$248K -$13.5K -90 -5%
CAGAS
3460
Capital Advisory Group Advisory Services
Minnesota
$248K +$256K +1,707 New
SSC
3461
Syverson Strege & Co
Iowa
$247K +$7.2K +48 +3%
CPA
3462
Capital Performance Advisors
California
$247K +$9.89K +66 +4%
LA
3463
Lakeside Advisors
Washington
$247K – – –
RA
3464
Riversedge Advisors
Delaware
$247K +$33.7K +225 +15%
OPWM
3465
Oxinas Partners Wealth Management
Indiana
$246K -$4.95K -33 -2%
CC
3466
Capital Counsel
New York
$246K – – –
AMG
3467
Asset Management Group
Connecticut
$246K +$9.59K +64 +4%
AL
3468
ADE LLC
Maryland
$245K +$150 +1 +0.1%
LFGO
3469
Legacy Financial Group (Oklahoma)
Oklahoma
$245K +$5.1K +34 +2%
WPWM
3470
Western Pacific Wealth Management
Illinois
$245K – – –
SPA
3471
Sherbrooke Park Advisers
New York
$244K +$252K +1,684 New
SPW
3472
Sonoma Private Wealth
California
$243K – – –
BWM
3473
Boyd Wealth Management
California
$243K +$22.5K +150 +10%
AFGAS
3474
Allegiance Financial Group Advisory Services
Virginia
$243K +$300 +2 +0.1%
T
3475
TNF
Montana
$243K -$47.8K -319 -16%
137 138
139
140 141