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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
4226
Lugano Financial Advisors SA (LFA)
Switzerland
$319K -$48.4K -190 -13%
PCC
4227
Park Circle Company
Maryland
$319K – – –
LOIP
4228
Live Oak Investment Partners
Texas
$319K +$331K +1,299 New
IWS
4229
Integrity Wealth Solutions
Colorado
$318K +$255 +1 +0.1%
AWMG
4230
ADG Wealth Management Group
Louisiana
$317K +$43.9K +172 +15%
AFAS
4231
Acorn Financial Advisory Services
Virginia
$317K -$187K -732 -36%
WH
4232
Whitcomb & Hess
Ohio
$317K +$1.27K +5 +0.4%
EW
4233
Enzi Wealth
Texas
$316K -$3.06K -12 -0.9%
DWM
4234
David Wealth Management
Virginia
$316K -$2.04K -8 -0.6%
EC
4235
Eaton-Cambridge
Arizona
$315K -$2.04K -8 -0.6%
D
4236
Dentgroup
Louisiana
$315K -$4.08K -16 -1%
WN
4237
Williams & Novak
California
$315K +$11K +43 +3%
WCP
4238
Wick Capital Partners
Pennsylvania
$315K – – –
SCM
4239
Sage Capital Management
New Jersey
$314K +$1.02K +4 +0.3%
CWA
4240
Continuum Wealth Advisors
New York
$314K -$64.5K -253 -16%
KFP
4241
Keener Financial Planning
Texas
$314K -$76.5K -300 -19%
GCM
4242
G2 Capital Management
Ohio
$314K +$8.41K +33 +3%
AW
4243
Avion Wealth
Texas
$313K – – –
VWM
4244
Verus Wealth Management
Wisconsin
$313K -$30.3K -119 -9%
GRA
4245
Golden Road Advisors
Florida
$313K -$4.33K -17 -1%
MFS
4246
Madrona Financial Services
Washington
$313K -$255 -1 -0.1%
IPA
4247
Investment Planning Advisors
Georgia
$312K -$3.06K -12 -0.9%
AWM
4248
Austin Wealth Management
Texas
$312K +$48.2K +189 +17%
PSC
4249
Prentiss Smith & Co
Vermont
$311K – – –
PIWA
4250
Prevail Innovative Wealth Advisors
Kansas
$311K +$55.1K +216 +21%
168 169
170
171 172