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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
4026
Asset Management Group
Connecticut
$424K +$2.04K +8 +0.5%
BI
4027
Binnacle Investments
Iowa
$424K +$440K +1,727 New
GA
4028
Gordian Advisors
Arizona
$424K – – –
WFS
4029
Widmann Financial Services
Maryland
$422K – – –
DWA
4030
Delta Wealth Advisors
Indiana
$422K – – –
VBWMG
4031
Von Berge Wealth Management Group
California
$421K +$1.53K +6 +0.3%
BGA
4032
Battery Global Advisors
Massachusetts
$421K +$255 +1 +0.1%
TFA
4033
Toth Financial Advisory
Virginia
$421K – – –
GCWM
4034
Graham Capital Wealth Management
District of Columbia
$420K +$9.69K +38 +2%
KL
4035
KWMG LLC
Kansas
$420K +$4.33K +17 +1%
DC
4036
Defender Capital
North Carolina
$419K -$35.7K -140 -8%
NRW
4037
Nova R Wealth
Kansas
$418K +$63.5K +249 +17%
WAM
4038
Worth Asset Management
Texas
$418K -$16.6K -65 -4%
PWP
4039
Prasad Wealth Partners
Ohio
$418K +$50.7K +199 +13%
EWM
4040
Echo Wealth Management
Minnesota
$417K – – –
JGIA
4041
Jackson Grant Investment Advisers
Connecticut
$416K -$65.3K -256 -13%
IA
4042
IMZ Advisory
Florida
$415K -$22.9K -90 -5%
AFO
4043
Allie Family Office
Florida
$415K -$982K -3,850 -69%
MSF
4044
Mustard Seed Financial
Arkansas
$414K – – –
IFO
4045
Independent Family Office
New York
$412K – – –
LD
4046
Lipe & Dalton
New York
$409K -$34.4K -135 -8%
APWM
4047
Argonautica Private Wealth Management
Massachusetts
$407K -$24.5K -96 -5%
RAM
4048
Riggs Asset Management
Pennsylvania
$407K -$14.3K -56 -3%
DW
4049
Dodds Wealth
Colorado
$407K – – –
EFG
4050
Elm3 Financial Group
Georgia
$406K -$5.1K -20 -1%
160 161
162
163 164