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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
3601
Alpha Financial Partners
Kentucky
$686K -$109K -466 -14%
FCM
3602
Fourpath Capital Management
Oklahoma
$686K -$113K -485 -14%
BGAI
3603
Bruce G. Allen Investments
Colorado
$686K -$4.19K -18 -0.6%
LRWM
3604
Lord & Richards Wealth Management
Colorado
$685K +$666K +2,858 New
OCG
3605
Opus Capital Group
Ohio
$685K -$127K -544 -16%
TAM
3606
Tucker Asset Management
Colorado
$684K -$89K -382 -12%
MIM
3607
Morningstar Investment Management
Illinois
$684K -$1.63M -7,017 -71%
WFPG
3608
Waller Financial Planning Group
Ohio
$684K -$10.7K -46 -2%
FA
3609
FDx Advisors
Illinois
$682K -$117K -504 -15%
WS
3610
Wela Strategies
Georgia
$679K +$326K +1,398 New
WFA
3611
WMG Financial Advisors
Tennessee
$679K +$34K +146 +5%
OPPS
3612
Obsidian Personal Planning Solutions
Maryland
$679K -$9.78K -42 -2%
AA
3613
Alpha Advisors
Virginia
$679K +$660K +2,832 New
LAM
3614
Lingohr Asset Management
Germany
$676K +$661K +2,840 New
AIA
3615
AIMZ Investment Advisors
California
$672K – – –
PAG
3616
Paladin Advisory Group
Iowa
$672K – – –
FAFN
3617
First Affirmative Financial Network
Colorado
$671K -$835K -3,586 -56%
SL
3618
Summitry LLC
California
$671K -$167K -717 -20%
PI
3619
Parkside Investments
Illinois
$671K +$60.8K +261 +10%
AR
3620
Apeiron RIA
Texas
$671K +$40.3K +173 +7%
IF
3621
Integrity Financial
Wyoming
$671K -$107K -458 -14%
AWP
3622
Abacus Wealth Partners
California
$671K -$18.6K -80 -3%
WWM
3623
Westwood Wealth Management
California
$668K -$3.73K -16 -0.6%
TCM
3624
Tassel Capital Management
North Carolina
$668K +$649K +2,785 New
TC
3625
TAGStone Capital
North Carolina
$664K +$28.6K +123 +5%
143 144
145
146 147