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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
4001
Ledgewood Wealth Advisors
New Hampshire
$510K – – –
BFAG
4002
Blackston Financial Advisory Group
Florida
$510K -$107K -419 -19%
TCMP
4003
Thrive Capital Management (Pennsylvania)
Pennsylvania
$510K +$102K +400 +29%
OWM
4004
Omnitrust Wealth Management
Florida
$510K +$398K +1,558 New
PW
4005
Potentia Wealth
California
$510K – – –
MWM
4006
Momentous Wealth Management
Washington
$509K -$7.14K -28 -2%
SHJ
4007
Sharkey, Howes & Javer
Colorado
$508K -$31.6K -124 -7%
CWAF
4008
Core Wealth Advisors (Florida)
Florida
$507K -$5.87K -23 -1%
WPA
4009
Wealth Preservation Advisors
Tennessee
$507K -$766 -3 -0.2%
ICMM
4010
Integrated Capital Management (Michigan)
Michigan
$507K -$1.78M -6,970 -80%
LCC
4011
Lincoln Capital Corp
Rhode Island
$507K -$17.1K -67 -4%
SWMG
4012
Sanchez Wealth Management Group
Florida
$507K -$2.04K -8 -0.5%
DP
4013
Denver PWM
Colorado
$507K +$111K +436 +33%
SIS
4014
Strategic Investment Solutions
Illinois
$505K -$148K -579 -25%
VBWMG
4015
Von Berge Wealth Management Group
California
$504K +$2.3K +9 +0.5%
AMG
4016
Asset Management Group
Connecticut
$504K +$2.55K +10 +0.6%
NRWA
4017
North Ridge Wealth Advisors
Oregon
$503K – – –
BWA
4018
Bestgate Wealth Advisors
Maryland
$503K – – –
HWMC
4019
Heritage Wealth Management (California)
California
$502K -$510 -2 -0.1%
PWM
4020
Power Wealth Management
Georgia
$502K -$3.57K -14 -0.8%
LFA
4021
Level Financial Advisors
New York
$501K – – –
GA
4022
Gordian Advisors
Arizona
$501K – – –
MAM
4023
Meeder Asset Management
Ohio
$499K +$63.5K +249 +17%
DWA
4024
Delta Wealth Advisors
Indiana
$498K – – –
BOSSRA
4025
B.O.S.S. Retirement Advisors
Utah
$498K +$79.4K +311 +22%
159 160
161
162 163