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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
4001
Mark Sheptoff Financial Planning
Connecticut
$417K – – –
SPW
4002
Sonoma Private Wealth
California
$417K +$29.8K +128 +8%
NRWA
4003
North Ridge Wealth Advisors
Oregon
$416K – – –
IWN
4004
Independent Wealth Network
Iowa
$416K +$18.6K +80 +5%
T
4005
TOBAM
France
$415K -$36.6K -157 -8%
LFA
4006
Level Financial Advisors
New York
$414K – – –
LIG
4007
Lokken Investment Group
Delaware
$414K +$11.2K +48 +3%
ST
4008
Sageworth Trust
Pennsylvania
$414K -$264K -1,133 -40%
GA
4009
Gordian Advisors
Arizona
$414K -$17.5K -75 -4%
FAM
4010
Flaharty Asset Management
Florida
$413K +$198K +851 +97%
LI
4011
LifeWealth Investments
Florida
$413K +$401K +1,722 New
AMG
4012
Asset Management Group
Connecticut
$412K +$2.1K +9 +0.5%
WFS
4013
Widmann Financial Services
Maryland
$412K -$3.03K -13 -0.8%
DWA
4014
Delta Wealth Advisors
Indiana
$412K +$7.22K +31 +2%
HWMC
4015
Heritage Wealth Management (California)
California
$411K +$148K +634 +59%
BGA
4016
Battery Global Advisors
Massachusetts
$411K – – –
TFA
4017
Toth Financial Advisory
Virginia
$411K – – –
RAM
4018
Riggs Asset Management
Pennsylvania
$410K +$86.4K +371 +28%
BIA
4019
Bell Investment Advisors
California
$408K +$12.1K +52 +3%
EWM
4020
Echo Wealth Management
Minnesota
$408K -$39.8K -171 -9%
AA
4021
AlphaCentric Advisors
Puerto Rico
$407K -$24.2K -104 -6%
KL
4022
KWMG LLC
Kansas
$406K -$466 -2 -0.1%
TFP
4023
Triune Financial Partners
Kansas
$406K +$699 +3 +0.2%
MSF
4024
Mustard Seed Financial
Arkansas
$405K – – –
IFO
4025
Independent Family Office
New York
$403K -$233K -1,000 -37%
159 160
161
162 163