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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JMA
3826
J.M. Arbour
Maine
$883K +$848K +2,739 New
LIA
3827
Lynx Investment Advisory
District of Columbia
$882K +$8.67K +28 +1%
PS
3828
Planned Solutions
California
$881K +$121K +390 +17%
VFP
3829
Verus Financial Partners
Virginia
$879K +$31.9K +103 +4%
TWM
3830
Thryve Wealth Management
Texas
$879K +$844K +2,727 New
AWA
3831
Acumen Wealth Advisors
Tennessee
$877K +$820K +2,647 New
IRC
3832
Investors Research Corp
Georgia
$877K – – –
EIM
3833
Essex Investment Management
Massachusetts
$877K -$62.5K -202 -7%
FWP
3834
Flatrock Wealth Partners
California
$876K +$842K +2,719 New
SIM
3835
SSI Investment Management
California
$875K – – –
DCA
3836
DB&C Advisors
Michigan
$875K +$841K +2,717 New
CFG
3837
Copley Financial Group
California
$874K -$30K -97 -3%
HB
3838
Horizon Bancorp
Indiana
$873K -$196K -634 -19%
BAS
3839
Breakthru Advisory Services
Wisconsin
$871K +$20.4K +66 +3%
OCM
3840
Objective Capital Management
Ohio
$871K -$36.8K -119 -4%
RCA
3841
Riverview Capital Advisers
Massachusetts
$870K +$1.55K +5 +0.2%
LHP
3842
Lexington Hill Partners
Texas
$869K +$835K +2,698 New
IPW
3843
Impact Partnership Wealth
Georgia
$869K -$1.22M -3,952 -59%
CMAI
3844
Capital Management Associates Inc
Minnesota
$869K -$441K -1,426 -35%
WSFG
3845
Wall Street Financial Group
Illinois
$868K +$71.5K +231 +9%
FEG
3846
Financial Enhancement Group
Indiana
$867K +$6.81K +22 +0.8%
CPW
3847
Cogent Private Wealth
Florida
$866K +$832K +2,687 New
WFPG
3848
Waller Financial Planning Group
Ohio
$865K +$310 +1 +0%
WCM
3849
Wedge Capital Management
North Carolina
$865K +$15.2K +49 +2%
HBWM
3850
Hollow Brook Wealth Management
New York
$865K -$409K -1,320 -33%
152 153
154
155 156