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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
4401
New England Professional Planning Group
Rhode Island
$460K – – –
CWA
4402
Clarus Wealth Advisors
Arizona
$460K +$61.9K +200 +16%
DKCM
4403
Davidson Kahn Capital Management
California
$459K +$39.9K +129 +10%
WPW
4404
Warther Private Wealth
Ohio
$459K +$43K +139 +11%
EI
4405
EDMP Inc
Florida
$457K -$52.6K -170 -11%
OA
4406
Oxbow Advisors
Texas
$457K -$4.33K -14 -1%
GFP
4407
Guardian Financial Partners
California
$456K +$26.6K +86 +6%
AL
4408
ADE LLC
Maryland
$456K – – –
GCM
4409
G2 Capital Management
Ohio
$454K +$9.29K +30 +2%
LOIP
4410
Live Oak Investment Partners
Texas
$454K -$4.64K -15 -1%
MCA
4411
Maryland Capital Advisors
Maryland
$454K +$24.8K +80 +6%
MGIA
4412
Matthew Goff Investment Advisor
Texas
$454K -$15.5K -50 -3%
DW
4413
Dodds Wealth
Colorado
$453K -$31K -100 -7%
LC
4414
Lavaca Capital
Texas
$453K – – –
B
4415
Bellecapital
Switzerland
$453K +$48.6K +157 +13%
RFN
4416
Redwood Financial Network
Ohio
$453K +$35.6K +115 +9%
EC
4417
Eaton-Cambridge
Arizona
$453K +$16.7K +54 +4%
RWM
4418
RMG Wealth Management
Wisconsin
$453K -$18K -58 -4%
NCMW
4419
Northern Capital Management (Washington)
Washington
$452K -$929 -3 -0.2%
DWM
4420
DeLarme Wealth Management
California
$452K +$435K +1,404 New
CWM
4421
Cooke Wealth Management
California
$452K +$455K +1,468 New
SCM
4422
Saxony Capital Management
Missouri
$452K – – –
MRI
4423
Mad River Investors
Massachusetts
$451K – – –
RS
4424
R Squared
Hong Kong
$451K +$433K +1,399 New
EP
4425
Essential Planning
New Hampshire
$451K +$10.2K +33 +2%
175 176
177
178 179