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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
3826
Kingdom Financial Group
Arizona
$624K +$550K +2,154 New
GCWM
3827
Graham Capital Wealth Management
District of Columbia
$624K +$112K +439 +26%
RSF
3828
Rik Saylor Financial
Ohio
$624K +$1.53K +6 +0.3%
GPW
3829
Genesis Private Wealth
Virginia
$624K -$3.57K -14 -0.6%
GSCM
3830
Greenfield Seitz Capital Management
Texas
$623K – – –
BFG
3831
Birch Financial Group
New Hampshire
$622K +$37K +145 +7%
RWRC
3832
R.W. Roge & Company
New York
$622K -$90.3K -354 -14%
CCP
3833
Clarkston Capital Partners
Michigan
$622K +$1.79K +7 +0.3%
WPW
3834
Warther Private Wealth
Ohio
$620K -$80.9K -317 -13%
WSFG
3835
Wall Street Financial Group
Illinois
$620K +$546K +2,138 New
OAS
3836
Optivise Advisory Services
Tennessee
$620K +$25.5K +100 +5%
AR
3837
Apeiron RIA
Texas
$618K -$141K -552 -21%
IA
3838
IMZ Advisory
Florida
$617K +$108K +424 +25%
AWP
3839
Axis Wealth Partners
Rhode Island
$615K -$27.8K -109 -5%
BHWM
3840
Beaird Harris Wealth Management
Texas
$615K +$44.9K +176 +9%
CMBA
3841
C.M. Bidwell & Associates
Hawaii
$614K -$18.6K -73 -3%
BBWP
3842
Beacon Bridge Wealth Partners
Pennsylvania
$614K -$28.8K -113 -5%
BCB
3843
Brian C. Broderick
$612K – – –
FIC
3844
Family Investment Center
Missouri
$612K +$263K +1,031 +96%
CPW
3845
Catalyst Private Wealth
California
$611K +$10.5K +41 +2%
CFG
3846
Carter Financial Group
Illinois
$611K +$537K +2,106 New
SC
3847
SummitTX Capital
Texas
$609K -$2.15M -8,423 -80%
AIM
3848
Arcadia Investment Management
Michigan
$609K +$1.02K +4 +0.2%
SC
3849
Schoolcraft Capital
Colorado
$609K -$227K -888 -30%
CFG
3850
Compton Financial Group
Maryland
$608K – – –
152 153
154
155 156