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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
4001
Innova Wealth Partners
Pennsylvania
$547K +$14K +47 +3%
PWM
4002
Power Wealth Management
Georgia
$546K – – –
EFG
4003
Elm3 Financial Group
Georgia
$546K +$28.6K +96 +6%
GA
4004
Gordian Advisors
Arizona
$545K – – –
HKIMG
4005
Hutchens & Kramer Investment Management Group
Indiana
$545K -$25.6K -86 -5%
HIS
4006
Horizon Investment Services
Indiana
$544K +$88.3K +297 +21%
KL
4007
KWMG LLC
Kansas
$543K +$7.73K +26 +2%
DWA
4008
Delta Wealth Advisors
Indiana
$542K – – –
BGA
4009
Battery Global Advisors
Massachusetts
$542K +$297 +1 +0.1%
APW
4010
Axim Planning & Wealth
Ohio
$542K -$27.4K -92 -5%
RAG
4011
RIA Advisory Group
Iowa
$541K -$36.9K -124 -7%
AWC
4012
Adamsbrown Wealth Consultants
Kansas
$541K +$31.2K +105 +7%
NFW
4013
Noble Family Wealth
Florida
$541K +$228K +765 +81%
HWM
4014
Hobbs Wealth Management
Indiana
$539K +$58K +195 +13%
SCA
4015
Sage Capital Advisors
South Dakota
$538K -$139K -468 -22%
WWM
4016
Wiser Wealth Management
Georgia
$538K +$57.7K +194 +13%
NPI
4017
New Perspectives Inc
Mississippi
$537K – – –
RLIM
4018
Red Lighthouse Investment Management
New York
$535K +$1.78K +6 +0.4%
JGIA
4019
Jackson Grant Investment Advisers
Connecticut
$535K +$1.19K +4 +0.2%
EWA
4020
Emergent Wealth Advisors
New York
$535K +$1.78K +6 +0.4%
WLIM
4021
White Lighthouse Investment Management
Massachusetts
$535K -$63.9K -215 -11%
AFO
4022
Allie Family Office
Florida
$533K – – –
FFS
4023
Fortress Financial Solutions
Arizona
$533K +$271K +910 +117%
EMC
4024
Everest Management Corp
California
$532K +$14.6K +49 +3%
VCM
4025
Virtue Capital Management
Tennessee
$530K -$2.47M -8,304 -92%
159 160
161
162 163