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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
3701
Walker Financial Services
Kentucky
$376K +$376K +1,784 New
AIFAIM
3702
American Institute for Advanced Investment Management
Arizona
$376K – – –
RIP
3703
RAM Investment Partners
Washington
$375K +$19K +90 +5%
LODC
3704
Lanham O'Dell & Company
West Virginia
$373K +$211 +1 +0.1%
RW
3705
RVW Wealth
California
$371K +$101K +479 +37%
LWA
3706
Ledgewood Wealth Advisors
New Hampshire
$371K +$9.69K +46 +3%
LA
3707
Lakeside Advisors
Washington
$369K +$211 +1 +0.1%
SWMG
3708
Sanchez Wealth Management Group
Florida
$368K – – –
IA
3709
IMZ Advisory
Florida
$367K +$68.7K +326 +23%
MSFP
3710
Mark Sheptoff Financial Planning
Connecticut
$367K – – –
NRWA
3711
North Ridge Wealth Advisors
Oregon
$366K – – –
WAM
3712
Worth Asset Management
Texas
$365K -$88.5K -420 -20%
WFS
3713
Widmann Financial Services
Maryland
$365K -$8.85K -42 -2%
LFA
3714
Level Financial Advisors
New York
$364K -$68.9K -327 -16%
CWAF
3715
Core Wealth Advisors (Florida)
Florida
$364K -$25.1K -119 -6%
CYG
3716
Clean Yield Group
Vermont
$362K -$11.6K -55 -3%
TFA
3717
Toth Financial Advisory
Virginia
$362K -$11.2K -53 -3%
BGA
3718
Battery Global Advisors
Massachusetts
$362K +$361K +1,715 New
AMG
3719
Asset Management Group
Connecticut
$361K +$1.9K +9 +0.5%
TCM
3720
Triumph Capital Management
Colorado
$360K -$72.2K -343 -17%
BSHC
3721
Breed's Hill Capital
Massachusetts
$359K -$3.58K -17 -1%
CP
3722
Cumberland Partners
Ontario, Canada
$358K -$43.2K -205 -11%
CM
3723
Crestline Management
Texas
$358K +$358K +1,700 New
KL
3724
KWMG LLC
Kansas
$358K +$81.1K +385 +29%
WA
3725
WESPAC Advisors
California
$356K +$421 +2 +0.1%
147 148
149
150 151