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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
3651
Cherry Creek Investment Advisors
Colorado
$362K +$1.99K +11 +0.6%
LD
3652
Lipe & Dalton
New York
$361K +$48.7K +270 +18%
PRI
3653
Prepared Retirement Institute
Pennsylvania
$359K -$365K -2,024 -53%
SCM
3654
Sage Capital Management
New Jersey
$358K +$1.44K +8 +0.4%
RBC
3655
Roble Belko & Company
Pennsylvania
$358K -$100K -556 -24%
SFMG
3656
Sage Financial Management Group
Virginia
$358K – – –
GF
3657
Gimbal Financial
Indiana
$357K +$1.8K +10 +0.6%
TFP
3658
Traction Financial Partners
Wyoming
$357K +$1.99K +11 +0.6%
DA
3659
Detalus Advisors
Missouri
$357K +$12.3K +68 +4%
AIFAIM
3660
American Institute for Advanced Investment Management
Arizona
$357K +$71.8K +398 +29%
WFPG
3661
Waller Financial Planning Group
Ohio
$356K -$17.9K -99 -5%
WFS
3662
Widmann Financial Services
Maryland
$355K – – –
APWM
3663
Argonautica Private Wealth Management
Massachusetts
$355K – – –
FWM
3664
FSA Wealth Management
Massachusetts
$355K -$26.9K -149 -8%
LAM
3665
Lewis Asset Management
California
$355K +$722 +4 +0.2%
TWP
3666
Tower Wealth Partners
Pennsylvania
$354K -$126K -700 -28%
PWMG
3667
Private Wealth Management Group
New Jersey
$354K -$95.5K -529 -23%
DJYG
3668
David J. Yvars Group
Florida
$352K – – –
EWA
3669
Emergent Wealth Advisors
New York
$351K -$5.05K -28 -2%
VBWMG
3670
Von Berge Wealth Management Group
California
$351K – – –
LA
3671
Lakeside Advisors
Washington
$351K +$8.3K +46 +3%
BTWM
3672
Brass Tax Wealth Management
Ohio
$350K +$316K +1,749 New
FAM
3673
Family Asset Management
South Carolina
$350K +$7.04K +39 +2%
RJTCONH
3674
Raymond James Trust Company of New Hampshire
New Hampshire
$350K -$17.5K -97 -5%
WA
3675
WESPAC Advisors
California
$350K -$28.5K -158 -8%
145 146
147
148 149