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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3601
BCS Wealth Management
Tennessee
$388K +$361 +2 +0.1%
E
3602
ETFidea
New York
$388K – – –
LIA
3603
Luken Investment Analytics
Tennessee
$387K – – –
MPCA
3604
Madison Park Capital Advisors
Washington
$387K +$7.4K +41 +2%
SWMG
3605
Signature Wealth Management Group
Georgia
$386K -$4.27M -23,648 -92%
LFG
3606
Lazard Frères Gestion
France
$386K +$28.3K +157 +9%
TFO
3607
Tarbox Family Office
California
$386K +$41.3K +229 +13%
DFA
3608
DHJJ Financial Advisors
Illinois
$384K -$1.62K -9 -0.5%
CPA
3609
Capital Performance Advisors
California
$384K +$30.7K +170 +10%
IWP
3610
Insight Wealth Partners
Texas
$383K +$52.9K +293 +18%
C
3611
Covestor
United Kingdom
$383K -$33K -183 -9%
BFS
3612
Baskin Financial Services
Ontario, Canada
$383K +$65.9K +365 +24%
JA
3613
JVL Associates
Michigan
$383K +$129K +715 +60%
ODIJL
3614
One Day In July LLC
Vermont
$382K -$11.9K -66 -3%
DWS
3615
Dynamic Wealth Strategies
California
$381K -$12.8K -71 -4%
BWA
3616
BlueChip Wealth Advisors
Georgia
$381K +$180 +1 +0.1%
HIM
3617
Hillsdale Investment Management
Ontario, Canada
$381K -$50.5K -280 -13%
PWA
3618
Provenance Wealth Advisors
Florida
$380K +$55.4K +307 +19%
SCA
3619
Sage Capital Advisors
South Dakota
$379K +$361 +2 +0.1%
MWM
3620
Magnolia Wealth Management
Alabama
$379K +$342K +1,898 New
NAG
3621
Northstar Advisory Group
New Jersey
$379K – – –
PIS
3622
POM Investment Strategies
North Carolina
$379K – – –
VBFG
3623
Vishria Bird Financial Group
Tennessee
$378K -$7.22K -40 -2%
NVCHI
3624
New Vernon Capital Holdings II
New Jersey
$378K +$340K +1,887 New
DWM
3625
Denver Wealth Management
Colorado
$378K +$1.62K +9 +0.5%
143 144
145
146 147