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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3976
Stewardship Advisors
Pennsylvania
$436K +$34.9K +150 +9%
DW
3977
Dodds Wealth
Colorado
$436K – – –
WWA
3978
Wisconsin Wealth Advisors
Wisconsin
$435K +$422K +1,813 New
EMCIP
3979
Ewing Morris & Co Investment Partners
Ontario, Canada
$433K +$421K +1,807 New
WFS
3980
Walker Financial Services
Kentucky
$433K +$4.89K +21 +1%
LD
3981
Lipe & Dalton
New York
$432K – – –
CM
3982
Crestline Management
Texas
$431K +$23.3K +100 +6%
CAG
3983
Curtis Advisory Group
California
$431K +$69.9K +300 +20%
WWM
3984
WT Wealth Management
Arizona
$431K -$2.79K -12 -0.7%
IPW
3985
IronBridge Private Wealth
Texas
$430K +$2.1K +9 +0.5%
CPC
3986
CFC Planning Company
Indiana
$429K +$417K +1,789 New
BA
3987
BIP Alliance
Georgia
$429K +$417K +1,789 New
IA
3988
IMZ Advisory
Florida
$428K +$10.7K +46 +3%
CCP
3989
Clarkston Capital Partners
Michigan
$425K -$45K -193 -10%
LODC
3990
Lanham O'Dell & Company
West Virginia
$424K +$233 +1 +0.1%
WAM
3991
Worth Asset Management
Texas
$424K +$8.38K +36 +2%
CAM
3992
Clark Asset Management
New Hampshire
$423K -$114K -488 -22%
LWA
3993
Ledgewood Wealth Advisors
New Hampshire
$422K – – –
IWP
3994
Innova Wealth Partners
Pennsylvania
$422K +$410K +1,760 New
PW
3995
Potentia Wealth
California
$421K +$409K +1,758 New
MBI
3996
May Barnhard Investments
Maryland
$421K -$11.6K -50 -3%
APWM
3997
Argonautica Private Wealth Management
Massachusetts
$421K -$6.99K -30 -2%
SWMG
3998
Sanchez Wealth Management Group
Florida
$420K +$2.1K +9 +0.5%
TCM
3999
Triumph Capital Management
Colorado
$420K +$10.7K +46 +3%
CWAF
4000
Core Wealth Advisors (Florida)
Florida
$419K +$4.89K +21 +1%
158 159
160
161 162