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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
4401
Avise Financial Cooperative
California
$428K +$55.8K +184 +14%
SBCM
4402
Silverberg Bernstein Capital Management
New York
$428K +$30.3K +100 +7%
BF
4403
Brogan Financial
Tennessee
$428K -$4.25K -14 -1%
ACP
4404
Arcus Capital Partners
Georgia
$427K -$769K -2,534 -64%
PWM
4405
Pathway Wealth Management
Texas
$427K – – –
FI
4406
FWG Investments
Kentucky
$426K +$193K +637 +78%
SFG
4407
Synergy Financial Group
California
$425K +$154K +508 +54%
TP
4408
Trailhead Planners
Minnesota
$425K -$4.86K -16 -1%
OWA
4409
OakTrust Wealth Advisors
Connecticut
$424K – – –
HKAM
4410
Horizon Kinetics Asset Management
New York
$423K -$137K -453 -24%
EMCIP
4411
Ewing Morris & Co Investment Partners
Ontario, Canada
$422K -$60.7K -200 -12%
RH
4412
RFG Holdings
Texas
$422K -$3.64K -12 -0.8%
FSCM
4413
Front Street Capital Management
Montana
$422K -$9.11K -30 -2%
SFC
4414
Strategic Financial Concepts
Texas
$421K +$48K +158 +12%
WG
4415
Warner Group
Connecticut
$421K +$87.4K +288 +25%
KLI
4416
Kelman-Lazarov Inc
Tennessee
$421K +$56.8K +187 +15%
SPFA
4417
Summit Place Financial Advisors
New Jersey
$421K +$46.7K +154 +12%
PTCG
4418
Pring Turner Capital Group
California
$421K – – –
DWM
4419
DeLarme Wealth Management
California
$420K +$7.59K +25 +2%
NEPPG
4420
New England Professional Planning Group
Rhode Island
$420K – – –
WN
4421
Williams & Novak
California
$419K +$38.8K +128 +10%
VIP
4422
Value Investment Professionals
New York
$418K -$8.06M -26,556 -95%
GFP
4423
Guardian Financial Partners
California
$418K +$1.82K +6 +0.4%
PFP
4424
Paragon Financial Partners
California
$418K – – –
EFA
4425
Englebert Financial Advisers
Pennsylvania
$418K -$14.9K -49 -3%
175 176
177
178 179