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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3501
Poehling Capital Management
Wisconsin
$1.25M -$87.9K -283 -7%
JWS
3502
Juncture Wealth Strategies
Arizona
$1.25M +$889K +2,864 +303%
VW
3503
Vance Wealth
California
$1.24M +$161K +518 +16%
LWM
3504
Langley Wealth Management
Mississippi
$1.24M +$1.18M +3,799 New
PG
3505
Prostatis Group
Maryland
$1.24M -$323K -1,039 -22%
DBRC
3506
D.B. Root & Company
Pennsylvania
$1.24M +$15.2K +49 +1%
SFGM
3507
Stonebridge Financial Group (Missouri)
Missouri
$1.24M -$14.3K -46 -1%
HCA
3508
Heck Capital Advisors
Wisconsin
$1.24M -$3.42K -11 -0.3%
WWM
3509
Walser Wealth Management
Florida
$1.23M -$14.9K -48 -1%
CGA
3510
Crescent Grove Advisors
Illinois
$1.23M -$986K -3,176 -46%
FEM
3511
Fulcrum Equity Management
Texas
$1.23M +$3.42K +11 +0.3%
RA
3512
Rise Advisors
New York
$1.23M +$36K +116 +3%
KA
3513
KDT Advisors
New York
$1.23M – – –
IPA
3514
Investment Planning Advisors
Georgia
$1.23M +$76.4K +246 +7%
VBA
3515
von Borstel & Associates
Oregon
$1.22M +$8.07K +26 +0.7%
PPC
3516
Pennington Partners & Co
Maryland
$1.22M +$88.5K +285 +8%
WCP
3517
Wealthcare Capital Partners
Pennsylvania
$1.22M +$2.79K +9 +0.2%
SPI
3518
Santori & Peters Inc
Pennsylvania
$1.22M +$2.79K +9 +0.2%
WMA
3519
William Mack & Associates
Michigan
$1.22M +$388K +1,248 +51%
HFS
3520
Hughes Financial Services
Virginia
$1.22M +$20.5K +66 +2%
RWA
3521
Rooted Wealth Advisors
Illinois
$1.21M +$6.21K +20 +0.5%
GCM
3522
Gambit Capital Management
Tennessee
$1.21M +$4.66K +15 +0.4%
FWA
3523
FORM Wealth Advisors
Wisconsin
$1.21M -$223K -717 -16%
KAM
3524
Knightsbridge Asset Management
California
$1.21M +$190K +612 +20%
IWP
3525
Invenio Wealth Partners
Florida
$1.21M +$17.7K +57 +2%
139 140
141
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