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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3826
Waterford Advisors
New York
$625K +$949K +3,719 +172%
RC
3827
Rexford Capital
Texas
$625K +$550K +2,155 New
KFG
3828
Kingdom Financial Group
Arizona
$624K +$550K +2,154 New
GCWM
3829
Graham Capital Wealth Management
District of Columbia
$624K +$112K +439 +26%
RSF
3830
Rik Saylor Financial
Ohio
$624K +$1.53K +6 +0.3%
GPW
3831
Genesis Private Wealth
Virginia
$624K -$3.57K -14 -0.6%
GSCM
3832
Greenfield Seitz Capital Management
Texas
$623K – – –
BFG
3833
Birch Financial Group
New Hampshire
$622K +$37K +145 +7%
RWRC
3834
R.W. Roge & Company
New York
$622K -$90.3K -354 -14%
CCP
3835
Clarkston Capital Partners
Michigan
$622K +$1.79K +7 +0.3%
WPW
3836
Warther Private Wealth
Ohio
$620K -$80.9K -317 -13%
WSFG
3837
Wall Street Financial Group
Illinois
$620K +$546K +2,138 New
OAS
3838
Optivise Advisory Services
Tennessee
$620K +$25.5K +100 +5%
AR
3839
Apeiron RIA
Texas
$618K -$141K -552 -21%
IA
3840
IMZ Advisory
Florida
$617K +$108K +424 +25%
AWP
3841
Axis Wealth Partners
Rhode Island
$615K -$27.8K -109 -5%
BHWM
3842
Beaird Harris Wealth Management
Texas
$615K +$44.9K +176 +9%
CMBA
3843
C.M. Bidwell & Associates
Hawaii
$614K -$18.6K -73 -3%
BBWP
3844
Beacon Bridge Wealth Partners
Pennsylvania
$614K -$28.8K -113 -5%
BCB
3845
Brian C. Broderick
$612K – – –
FIC
3846
Family Investment Center
Missouri
$612K +$263K +1,031 +96%
CPW
3847
Catalyst Private Wealth
California
$611K +$10.5K +41 +2%
CFG
3848
Carter Financial Group
Illinois
$611K +$537K +2,106 New
SC
3849
SummitTX Capital
Texas
$609K -$2.15M -8,423 -80%
AIM
3850
Arcadia Investment Management
Michigan
$609K +$1.02K +4 +0.2%
152 153
154
155 156