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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
3976
Wisconsin Wealth Advisors
Wisconsin
$454K +$9.43K +37 +2%
LWM
3977
Laidlaw Wealth Management
New York
$453K -$267K -1,047 -36%
CFP
3978
Comprehensive Financial Planning
Pennsylvania
$452K +$248K +971 +111%
PCP
3979
Panoramic Capital Partners
Oregon
$452K -$143K -562 -21%
PSFG
3980
Park Square Financial Group
Georgia
$452K -$46.1K -181 -9%
CWM
3981
CCG Wealth Management
California
$451K +$79.5K +312 +20%
SC
3982
Schiavi & Co
Delaware
$450K – – –
BS
3983
Brighton Securities
New York
$450K -$45.1K -177 -9%
SA
3984
Stewardship Advisors
Pennsylvania
$449K +$3.31K +13 +0.7%
IDBONY
3985
Israel Discount Bank of New York
New York
$447K -$181K -711 -28%
NWMG
3986
National Wealth Management Group
Ohio
$447K +$465K +1,824 New
ARMT
3987
Amica Retiree Medical Trust
Rhode Island
$447K -$111K -435 -19%
FWM
3988
Foguth Wealth Management
Michigan
$445K -$11K -43 -2%
LCC
3989
Lincoln Capital Corp
Rhode Island
$445K +$51K +200 +12%
CP
3990
Castleview Partners
Texas
$445K -$662K -2,597 -59%
CCM
3991
Chickasaw Capital Management
Tennessee
$444K -$3.82K -15 -0.8%
OAJ
3992
Ogorek Anthony Joseph
New York
$443K +$143K +560 +45%
CAG
3993
Curtis Advisory Group
California
$442K – – –
WWM
3994
WT Wealth Management
Arizona
$440K -$1.27K -5 -0.3%
TCM
3995
Triumph Capital Management
Colorado
$440K +$10.7K +42 +2%
CPC
3996
CFC Planning Company
Indiana
$439K – – –
MWM
3997
Momentous Wealth Management
Washington
$438K +$151K +591 +50%
BA
3998
BIP Alliance
Georgia
$437K -$1.53K -6 -0.3%
SFS
3999
Sharp Financial Services
Pennsylvania
$437K +$64.2K +252 +16%
AFA
4000
American Financial Advisors
Georgia
$437K -$13.3K -52 -3%
158 159
160
161 162