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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FGWP
3651
Founders Grove Wealth Partners
Virginia
$786K +$78.9K +309 +13%
LIA
3652
Lynx Investment Advisory
District of Columbia
$786K +$766 +3 +0.1%
GSIS
3653
Global Strategic Investment Solutions
Arizona
$784K +$21.9K +86 +3%
CL
3654
COWA LLC
Oklahoma
$783K +$177K +694 +35%
AIA
3655
Accelerate Investment Advisors
California
$782K +$33.2K +130 +5%
DFA
3656
Davies Financial Advisors
California
$777K -$15.1K -59 -2%
HC
3657
Hamilton Capital
Ohio
$776K +$38.8K +152 +6%
ICM
3658
Islay Capital Management
Texas
$776K -$56.9K -223 -8%
RCA
3659
Riverview Capital Advisers
Massachusetts
$775K – – –
FA
3660
Fedenia Advisers
Wisconsin
$775K +$86K +337 +14%
FSA
3661
Financial Security Advisor
Virginia
$775K +$45.9K +180 +7%
DA
3662
Detalus Advisors
Missouri
$775K +$5.36K +21 +0.8%
TAM
3663
Tucker Asset Management
Colorado
$774K +$66.6K +261 +11%
MWM
3664
Melfa Wealth Management
Massachusetts
$773K -$19.1K -75 -3%
TCM
3665
Teza Capital Management
Illinois
$772K -$4.04M -15,819 -86%
HA
3666
HC Advisors
Georgia
$772K -$52.8K -207 -7%
MAM
3667
Morse Asset Management
Connecticut
$770K +$22.5K +88 +3%
FCM
3668
Fourpath Capital Management
Oklahoma
$770K -$25.5K -100 -4%
CWM
3669
Cherrydale Wealth Management
New Jersey
$769K +$3.83K +15 +0.6%
GB
3670
Goepper Burkhardt
South Carolina
$769K +$9.7K +38 +1%
FFG
3671
Fortress Financial Group
Minnesota
$768K +$21.4K +84 +3%
WFC
3672
Western Financial Corp
California
$766K +$9.7K +38 +1%
WCM
3673
Wedge Capital Management
North Carolina
$764K -$423K -1,657 -39%
SFC
3674
Swisher Financial Concepts
Ohio
$764K -$25.8K -101 -4%
TFO
3675
Tarbox Family Office
California
$760K -$255 -1 -0%
145 146
147
148 149