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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3801
Pin Oak Investment Advisors
Texas
$831K -$68.6K -226 -7%
LWA
3802
Legacy Wealth Advisors
Florida
$830K +$154K +506 +22%
API
3803
Asset Planning Inc
California
$830K +$16.4K +54 +2%
CW
3804
Code Waechter
Florida
$830K +$20.9K +69 +3%
KBG
3805
Kahn Brothers Group
New York
$829K -$197K -650 -19%
CP
3806
Castleview Partners
Texas
$829K +$101K +333 +13%
KAM
3807
KEB Asset Management
Illinois
$828K -$138K -455 -14%
WCM
3808
Wedge Capital Management
North Carolina
$827K +$39.1K +129 +5%
PCP
3809
Perbak Capital Partners
United Kingdom
$827K +$853K +2,811 New
ACM
3810
Alessandra Capital Management
California
$827K -$59.2K -195 -6%
FZCM
3811
Flynn Zito Capital Management
New York
$824K +$87.1K +287 +11%
BAM
3812
Broyhill Asset Management
North Carolina
$822K – – –
SIA
3813
Sovereign Investment Advisors
Arizona
$821K +$847K +2,790 New
RFA
3814
Reyes Financial Architecture
California
$819K +$85.9K +283 +11%
MPCL
3815
My Personal CFO LLC
Washington
$819K -$22.8K -75 -3%
SWM
3816
Stronghold Wealth Management
Florida
$818K -$64.9K -214 -7%
CCC
3817
Compass Capital Corp
Massachusetts
$816K +$11.8K +39 +1%
GB
3818
Goepper Burkhardt
South Carolina
$814K -$1.21K -4 -0.1%
ELM
3819
Elite Life Management
Florida
$813K +$17.3K +57 +2%
DCM
3820
DGS Capital Management
New Jersey
$813K +$280K +922 +50%
AFG
3821
Arkansas Financial Group
Arkansas
$812K +$3.04K +10 +0.4%
AFA
3822
Allium Financial Advisors
Oregon
$811K – – –
VC
3823
Veery Capital
Delaware
$811K -$910 -3 -0.1%
PFG
3824
Putney Financial Group
California
$811K +$104K +344 +14%
BAWM
3825
Bennett Associates Wealth Management
Pennsylvania
$810K +$59.8K +197 +8%
151 152
153
154 155