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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
4001
Silver Coast Investments
United States
$764K +$5.9K +19 +0.8%
DHC
4002
Drum Hill Capital
Connecticut
$764K -$5.28K -17 -0.7%
CCA
4003
Corps Capital Advisors
Texas
$763K – – –
ASG
4004
Ariston Services Group
California
$760K +$721K +2,321 New
WWMP
4005
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$759K +$621 +2 +0.1%
SIMC
4006
Squire Investment Management Company
Utah
$757K +$8.7K +28 +1%
CCMG
4007
Connecticut Capital Management Group
Connecticut
$757K – – –
CA
4008
Clune & Associates
Illinois
$756K -$296K -953 -29%
EA
4009
Ellsworth Advisors
Ohio
$756K +$336K +1,083 +99%
BWS
4010
Broadway Wealth Solutions
Texas
$755K +$8.07K +26 +1%
SGI
4011
Swan Global Investments
Colorado
$754K +$74.5K +240 +12%
DA
4012
Detalus Advisors
Missouri
$754K -$100K -323 -12%
WPW
4013
Watershed Private Wealth
Illinois
$754K -$350K -1,126 -33%
AIS
4014
American Investment Services
Massachusetts
$754K – – –
MCM
4015
MontVue Capital Management
Virginia
$753K +$315K +1,015 +79%
SW
4016
SMART Wealth
Nebraska
$750K -$51.2K -165 -7%
GF
4017
Gimbal Financial
Indiana
$750K +$711K +2,290 New
RSF
4018
Rik Saylor Financial
Ohio
$749K +$38.8K +125 +6%
IG
4019
IFS Group
Pennsylvania
$749K -$92.2K -297 -11%
SIM
4020
Synergy Investment Management
Florida
$748K +$357K +1,148 +107%
NWM
4021
Navigate Wealth Management
Alabama
$748K +$446K +1,435 +190%
CGH
4022
CMG Global Holdings
Texas
$747K +$932 +3 +0.1%
FGI
4023
Foresight Global Investors
New York
$746K – – –
AWM
4024
Able Wealth Management
New Jersey
$746K +$147K +473 +26%
LWM
4025
LongView Wealth Management
Georgia
$745K -$213K -685 -23%
159 160
161
162 163