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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
3701
Roble Belko & Company
Pennsylvania
$377K – – –
APWM
3702
Argonautica Private Wealth Management
Massachusetts
$376K +$2.32K +11 +0.6%
IPW
3703
IronBridge Private Wealth
Texas
$376K +$7.58K +36 +2%
WFS
3704
Walker Financial Services
Kentucky
$376K +$376K +1,784 New
AIFAIM
3705
American Institute for Advanced Investment Management
Arizona
$376K – – –
RIP
3706
RAM Investment Partners
Washington
$375K +$19K +90 +5%
LODC
3707
Lanham O'Dell & Company
West Virginia
$373K +$211 +1 +0.1%
RW
3708
RVW Wealth
California
$371K +$101K +479 +37%
LWA
3709
Ledgewood Wealth Advisors
New Hampshire
$371K +$9.69K +46 +3%
LA
3710
Lakeside Advisors
Washington
$369K +$211 +1 +0.1%
SWMG
3711
Sanchez Wealth Management Group
Florida
$368K – – –
IA
3712
IMZ Advisory
Florida
$367K +$68.7K +326 +23%
MSFP
3713
Mark Sheptoff Financial Planning
Connecticut
$367K – – –
NRWA
3714
North Ridge Wealth Advisors
Oregon
$366K – – –
WAM
3715
Worth Asset Management
Texas
$365K -$88.5K -420 -20%
WFS
3716
Widmann Financial Services
Maryland
$365K -$8.85K -42 -2%
LFA
3717
Level Financial Advisors
New York
$364K -$68.9K -327 -16%
CWAF
3718
Core Wealth Advisors (Florida)
Florida
$364K -$25.1K -119 -6%
CYG
3719
Clean Yield Group
Vermont
$362K -$11.6K -55 -3%
TFA
3720
Toth Financial Advisory
Virginia
$362K -$11.2K -53 -3%
BGA
3721
Battery Global Advisors
Massachusetts
$362K +$361K +1,715 New
AMG
3722
Asset Management Group
Connecticut
$361K +$1.9K +9 +0.5%
TCM
3723
Triumph Capital Management
Colorado
$360K -$72.2K -343 -17%
BSHC
3724
Breed's Hill Capital
Massachusetts
$359K -$3.58K -17 -1%
CP
3725
Cumberland Partners
Ontario, Canada
$358K -$43.2K -205 -11%
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149
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