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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
4026
Elm3 Financial Group
Georgia
$402K +$390K +1,675 New
GCWM
4027
Graham Capital Wealth Management
District of Columbia
$402K +$699 +3 +0.2%
RP
4028
Riverwater Partners
Wisconsin
$402K +$2.1K +9 +0.5%
GWM
4029
GK Wealth Management
Nevada
$401K +$390K +1,674 New
RLIM
4030
Red Lighthouse Investment Management
New York
$401K – – –
SFG
4031
Sterling Financial Group
California
$398K -$2.79K -12 -0.7%
TLA
4032
Tanglewood Legacy Advisors
Texas
$397K +$322K +1,384 +507%
CS
4033
CapitalatWork SA
$397K – – –
BFS
4034
Baskin Financial Services
Ontario, Canada
$396K -$36.8K -158 -9%
EI
4035
EDMP Inc
Florida
$394K +$82.9K +356 +28%
RS
4036
Rakuten Securities
Japan
$394K +$214K +919 +127%
GCA
4037
Genesee Capital Advisors
New York
$394K +$59.6K +256 +18%
MGIA
4038
Matthew Goff Investment Advisor
Texas
$393K – – –
FWMP
4039
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$392K +$381K +1,636 New
PWMG
4040
Private Wealth Management Group
New Jersey
$390K -$699 -3 -0.2%
MGAM
4041
McGowan Group Asset Management
Texas
$390K -$4.42K -19 -1%
AA
4042
AlphaMark Advisors
Kentucky
$390K +$39.6K +170 +12%
SWIA
4043
Solano Wealth Investment Advisors
California
$390K +$379K +1,626 New
WQ
4044
Wealth Quarterback
New Jersey
$390K -$8.38K -36 -2%
LFG
4045
Lazard Frères Gestion
France
$389K – – –
AWAU
4046
Alliance Wealth Advisors (Utah)
Utah
$388K -$2.1K -9 -0.6%
PBF
4047
Petix & Botte Financial
California
$387K – – –
LCC
4048
Lincoln Capital Corp
Rhode Island
$387K -$4.89K -21 -1%
FYW
4049
Future You Wealth
New York
$387K +$376K +1,615 New
PWA
4050
Physician Wealth Advisors
Utah
$386K +$16.3K +70 +5%
160 161
162
163 164