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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3901
Strategic Advocates
Utah
$830K -$67.2K -217 -8%
CFG
3902
Carter Financial Group
Illinois
$828K -$58.8K -190 -7%
RIS
3903
Richmond Investment Services
Wisconsin
$828K -$31.9K -103 -4%
CIM
3904
Catalyst Investment Management
New Hampshire
$828K +$795K +2,569 New
BFG
3905
Birch Financial Group
New Hampshire
$827K +$1.86K +6 +0.2%
MPAM
3906
Murphy Pohlad Asset Management
Minnesota
$826K -$72.8K -235 -8%
ETS
3907
ESL Trust Services
New York
$826K -$8.67K -28 -1%
PCM
3908
Presidio Capital Management
California
$826K +$24.5K +79 +3%
1CP
3909
1015 Capital Partners
Pennsylvania
$825K +$792K +2,559 New
VR
3910
Vision Retirement
New Jersey
$825K +$792K +2,559 New
NWM
3911
Nolet Wealth Management
Texas
$824K +$792K +2,558 New
BAWM
3912
Bennett Associates Wealth Management
Pennsylvania
$824K +$221K +713 +39%
ATFA
3913
All Terrain Financial Advisors
Minnesota
$823K -$767K -2,476 -49%
TCMP
3914
Thrive Capital Management (Pennsylvania)
Pennsylvania
$821K +$11.8K +38 +2%
TA
3915
Tactive Advisors
Florida
$819K -$24.8K -80 -3%
KFP
3916
Keener Financial Planning
Texas
$819K +$298K +962 +61%
WWP
3917
Wise Wealth Partners
Arizona
$819K +$39K +126 +5%
LIP
3918
Lynch Investment Planning
Pennsylvania
$819K +$787K +2,541 New
WWMP
3919
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$818K +$786K +2,539 New
IIWM
3920
Investment Insight Wealth Management
New York
$818K +$786K +2,538 New
ASG
3921
Ariston Services Group
California
$817K – – –
CWA
3922
Cura Wealth Advisors
Illinois
$816K +$205K +661 +35%
PCM
3923
Payne Capital Management
New York
$815K -$131K -422 -14%
SDH
3924
Sloy Dahl & Holst
Washington
$815K – – –
DFG
3925
Dupree Financial Group
Kentucky
$815K -$45.5K -147 -5%
155 156
157
158 159