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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
3576
Essex Investment Management
Massachusetts
$847K – – –
IQI
3577
Integrated Quantitative Investments
Washington
$847K +$202K +792 +37%
FFL
3578
Financial Freedom LLC
Ohio
$846K +$1.28K +5 +0.2%
HIW
3579
Holos Integrated Wealth
Pennsylvania
$845K -$213K -836 -22%
WIA
3580
Wealthedge Investment Advisors
New York
$845K +$3.57K +14 +0.5%
MMCM
3581
Murphy & Mullick Capital Management
New York
$844K +$183K +718 +33%
MPCL
3582
My Personal CFO LLC
Washington
$844K – – –
RWA
3583
Rooted Wealth Advisors
Illinois
$844K +$137K +535 +22%
WFA
3584
WMG Financial Advisors
Tennessee
$843K +$4.34K +17 +0.6%
CCP
3585
Clarity Capital Partners
California
$843K +$3.06K +12 +0.4%
WWM
3586
Westwood Wealth Management
California
$841K +$29.3K +115 +4%
AFWM
3587
AMJ Financial Wealth Management
Virginia
$840K -$23K -90 -3%
JWM
3588
Jackson Wealth Management
Florida
$840K +$477K +1,871 +182%
BDFN
3589
Bond & Devick Financial Network
Minnesota
$840K – – –
AIA
3590
Arbor Investment Advisors
North Carolina
$839K – – –
AIA
3591
AIMZ Investment Advisors
California
$839K – – –
SP
3592
Successful Portfolios
Florida
$838K -$510 -2 -0.1%
SAM
3593
Shikiar Asset Management
New York
$838K +$128K +500 +21%
OCG
3594
Opus Capital Group
Ohio
$836K -$13K -51 -2%
MA
3595
MKT Advisors
California
$835K +$1.79K +7 +0.2%
CL
3596
CLG LLC
California
$835K -$30.4K -119 -4%
AFG
3597
Arkansas Financial Group
Arkansas
$834K -$48.7K -191 -6%
SCA
3598
Strathmore Capital Advisors
North Carolina
$834K +$751K +2,944 New
SC
3599
Saturna Capital
Washington
$833K -$7.66K -30 -1%
SG
3600
Strid Group
Pennsylvania
$833K -$33.2K -130 -4%
142 143
144
145 146