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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3626
Emergent Wealth Advisors
New York
$303K +$270K +1,783 New
BCMLT
3627
Beacon Capital Management LLC (Tennessee)
Tennessee
$303K +$152 +1 +0%
AP
3628
Arlington Partners
Alabama
$303K -$159K -1,047 -37%
SCM
3629
Sage Capital Management
New Jersey
$303K +$270K +1,780 New
CFGA
3630
Cambridge Financial Group (Arizona)
Arizona
$303K +$269K +1,778 New
LFG
3631
Lazard Frères Gestion
France
$302K +$269K +1,775 New
OWMIAS
3632
One Wealth Management Investment & Advisory Services
Florida
$302K +$269K +1,775 New
WFS
3633
Widmann Financial Services
Maryland
$302K +$269K +1,775 New
APWM
3634
Argonautica Private Wealth Management
Massachusetts
$302K -$152 -1 -0.1%
LFGO
3635
Legacy Financial Group (Oklahoma)
Oklahoma
$302K +$12.9K +85 +5%
GF
3636
Gimbal Financial
Indiana
$302K +$269K +1,774 New
HFF
3637
Halter Ferguson Financial
Indiana
$301K +$268K +1,771 New
LAM
3638
Lewis Asset Management
California
$301K +$268K +1,770 New
SWIM
3639
Smallwood Wealth Investment Management
New Jersey
$301K +$22.7K +150 +9%
WFA
3640
WMG Financial Advisors
Tennessee
$300K +$267K +1,762 New
DJYG
3641
David J. Yvars Group
Florida
$299K – – –
RA
3642
Rise Advisors
New York
$297K +$71.8K +474 +37%
CPA
3643
Capital Performance Advisors
California
$297K +$6.37K +42 +2%
MGWA
3644
Monument Group Wealth Advisors
Massachusetts
$296K +$264K +1,743 New
VBWMG
3645
Von Berge Wealth Management Group
California
$296K -$328K -2,167 -55%
MSFP
3646
Mark Sheptoff Financial Planning
Connecticut
$296K – – –
NRWA
3647
North Ridge Wealth Advisors
Oregon
$295K – – –
MLFP
3648
MPS Loria Financial Planners
Illinois
$295K -$32.9K -217 -11%
CP
3649
Capital Planning
Washington
$294K -$2.27K -15 -0.9%
BFG
3650
Baron Financial Group
New Jersey
$294K – – –
144 145
146
147 148