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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3676
Sterling Financial Group
California
$282K +$36.7K +242 +17%
RLIM
3677
Red Lighthouse Investment Management
New York
$282K +$4.7K +31 +2%
CS
3678
CapitalatWork SA
$282K – – –
ECAM
3679
East Coast Asset Management
Massachusetts
$282K – – –
C1AG
3680
Client 1st Advisory Group
Florida
$281K – – –
R
3681
Rebalance
California
$281K – – –
GCWM
3682
Graham Capital Wealth Management
District of Columbia
$281K +$6.82K +45 +3%
UC
3683
Unio Capital
New Jersey
$280K +$24.9K +164 +11%
MGIA
3684
Matthew Goff Investment Advisor
Texas
$279K – – –
PWM
3685
Power Wealth Management
Georgia
$278K +$248K +1,636 New
CAGAS
3686
Capital Advisory Group Advisory Services
Minnesota
$277K -$11.8K -78 -5%
MF
3687
Manchester Financial
California
$277K -$2.73K -18 -1%
XC
3688
XY Capital
Hong Kong
$277K +$247K +1,628 New
AWM
3689
Avondale Wealth Management
Texas
$276K – – –
JSA
3690
Jacobson & Schmitt Advisors
Wisconsin
$276K – – –
IWP
3691
Insight Wealth Partners
Texas
$276K +$246K +1,620 New
OWM
3692
Orgel Wealth Management
Wisconsin
$275K +$245K +1,619 New
PBF
3693
Petix & Botte Financial
California
$275K – – –
WAM
3694
Worth Asset Management
Texas
$274K +$244K +1,611 New
MWM
3695
Maripau Wealth Management
Indiana
$274K +$9.85K +65 +4%
SSC
3696
Syverson Strege & Co
Iowa
$274K -$14.5K -96 -6%
CC
3697
Copperleaf Capital
North Carolina
$274K – – –
SC
3698
Saturna Capital
Washington
$274K – – –
LAM
3699
Lifestyle Asset Management
Texas
$273K -$17.7K -117 -7%
SPW
3700
Sonoma Private Wealth
California
$272K -$12K -79 -5%
146 147
148
149 150