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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
3676
ADE LLC
Maryland
$363K +$20.5K +105 +6%
SCM
3677
Sage Capital Management
New Jersey
$363K +$1.56K +8 +0.4%
WLIM
3678
White Lighthouse Investment Management
Massachusetts
$361K +$80K +409 +30%
MC
3679
McCarthy & Cox
Ohio
$361K +$8.21K +42 +2%
RBC
3680
Roble Belko & Company
Pennsylvania
$361K – – –
AIFAIM
3681
American Institute for Advanced Investment Management
Arizona
$360K – – –
VBWMG
3682
Von Berge Wealth Management Group
California
$360K – – –
WFS
3683
Widmann Financial Services
Maryland
$359K – – –
APWM
3684
Argonautica Private Wealth Management
Massachusetts
$359K – – –
CYG
3685
Clean Yield Group
Vermont
$359K +$10.8K +55 +3%
LODC
3686
Lanham O'Dell & Company
West Virginia
$358K -$66.3K -339 -16%
TFA
3687
Toth Financial Advisory
Virginia
$358K +$29.1K +149 +9%
IWP
3688
Innova Wealth Partners
Pennsylvania
$356K +$137K +700 +66%
JCM
3689
Jag Capital Management
Missouri
$356K -$97.8K -500 -22%
LA
3690
Lakeside Advisors
Washington
$354K – – –
FSCM
3691
Front Street Capital Management
Montana
$354K -$24.6K -126 -7%
SFPG
3692
Stonebridge Financial Planning Group
Florida
$354K +$342K +1,750 New
IPW
3693
IronBridge Private Wealth
Texas
$354K +$1.76K +9 +0.5%
SWMG
3694
Sanchez Wealth Management Group
Florida
$353K -$14.7K -75 -4%
MGWA
3695
Monument Group Wealth Advisors
Massachusetts
$353K – – –
MSFP
3696
Mark Sheptoff Financial Planning
Connecticut
$352K – – –
RJTCONH
3697
Raymond James Trust Company of New Hampshire
New Hampshire
$351K -$1.76K -9 -0.5%
NRWA
3698
North Ridge Wealth Advisors
Oregon
$351K – – –
CP
3699
Capital Planning
Washington
$350K – – –
SFC
3700
Strategic Financial Concepts
Texas
$349K +$36.9M +188,987 +9,632%
146 147
148
149 150