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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
4201
Omnitrust Wealth Management
Florida
$596K +$573K +1,851 New
RAM
4202
Riggs Asset Management
Pennsylvania
$596K – – –
IAS
4203
Integrity Advisory Solutions
Texas
$595K +$187K +603 +49%
MFA
4204
Morling Financial Advisors
California
$594K +$8.98K +29 +2%
WW
4205
Wright Wealth
Georgia
$594K +$571K +1,843 New
DCM
4206
DGS Capital Management
New Jersey
$593K -$11.8K -38 -2%
GA
4207
Gordian Advisors
Arizona
$593K +$35.3K +114 +7%
TFA
4208
Toth Financial Advisory
Virginia
$590K +$12.4K +40 +2%
SC
4209
Schiavi & Co
Delaware
$589K – – –
DWM
4210
Denver Wealth Management
Colorado
$589K -$3.71K -12 -0.7%
SFS
4211
Sharp Financial Services
Pennsylvania
$589K – – –
AFA
4212
American Financial Advisors
Georgia
$589K +$2.48K +8 +0.4%
FIC
4213
Family Investment Center
Missouri
$586K +$619 +2 +0.1%
BHPW
4214
Box Hill Private Wealth
Arizona
$586K +$563K +1,820 New
AR
4215
Apeiron RIA
Texas
$586K -$112K -361 -16%
SFG
4216
Southern Financial Group
Alabama
$586K +$563K +1,817 New
KIM
4217
Kane Investment Management
California
$584K +$52K +168 +10%
PCM
4218
Polymer Capital Management
New York
$584K +$561K +1,811 New
MFPI
4219
Midwest Financial Partners Investments
Minnesota
$583K +$560K +1,809 New
MAM
4220
MMA Asset Management
Pennsylvania
$581K -$92.6K -299 -14%
EFG
4221
Elm3 Financial Group
Georgia
$581K +$22.3K +72 +4%
PFA
4222
Presper Financial Architects
Ohio
$580K – – –
CCP
4223
Cushing Capital Partners
Wisconsin
$577K -$17.3K -56 -3%
RAS
4224
RPS Advisory Solutions
Kentucky
$576K -$131K -422 -19%
WPA
4225
Wealth Preservation Advisors
Tennessee
$575K +$12.7K +41 +2%
167 168
169
170 171