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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
3976
Ariston Services Group
California
$760K +$721K +2,321 New
WWMP
3977
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$759K +$621 +2 +0.1%
SIMC
3978
Squire Investment Management Company
Utah
$757K +$8.7K +28 +1%
CCMG
3979
Connecticut Capital Management Group
Connecticut
$757K – – –
CA
3980
Clune & Associates
Illinois
$756K -$296K -953 -29%
EA
3981
Ellsworth Advisors
Ohio
$756K +$336K +1,083 +99%
BWS
3982
Broadway Wealth Solutions
Texas
$755K +$8.07K +26 +1%
SGI
3983
Swan Global Investments
Colorado
$754K +$74.5K +240 +12%
DA
3984
Detalus Advisors
Missouri
$754K -$100K -323 -12%
WPW
3985
Watershed Private Wealth
Illinois
$754K -$350K -1,126 -33%
AIS
3986
American Investment Services
Massachusetts
$754K – – –
MCM
3987
MontVue Capital Management
Virginia
$753K +$315K +1,015 +79%
SW
3988
SMART Wealth
Nebraska
$750K -$51.2K -165 -7%
GF
3989
Gimbal Financial
Indiana
$750K +$711K +2,290 New
RSF
3990
Rik Saylor Financial
Ohio
$749K +$38.8K +125 +6%
IG
3991
IFS Group
Pennsylvania
$749K -$92.2K -297 -11%
SIM
3992
Synergy Investment Management
Florida
$748K +$357K +1,148 +107%
NWM
3993
Navigate Wealth Management
Alabama
$748K +$446K +1,435 +190%
CGH
3994
CMG Global Holdings
Texas
$747K +$932 +3 +0.1%
FGI
3995
Foresight Global Investors
New York
$746K – – –
AWM
3996
Able Wealth Management
New Jersey
$746K +$147K +473 +26%
LWM
3997
LongView Wealth Management
Georgia
$745K -$213K -685 -23%
KFS
3998
Kaizen Financial Strategies
California
$745K -$41.6K -134 -6%
LBC
3999
Leigh Baldwin & Co
New York
$744K +$4.66K +15 +0.7%
WWA
4000
Wisconsin Wealth Advisors
Wisconsin
$744K -$34.8K -112 -5%
158 159
160
161 162