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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
4426
Warner Group
Connecticut
$421K +$87.4K +288 +25%
KLI
4427
Kelman-Lazarov Inc
Tennessee
$421K +$56.8K +187 +15%
SPFA
4428
Summit Place Financial Advisors
New Jersey
$421K +$46.7K +154 +12%
PTCG
4429
Pring Turner Capital Group
California
$421K – – –
DWM
4430
DeLarme Wealth Management
California
$420K +$7.59K +25 +2%
NEPPG
4431
New England Professional Planning Group
Rhode Island
$420K – – –
WN
4432
Williams & Novak
California
$419K +$38.8K +128 +10%
VIP
4433
Value Investment Professionals
New York
$418K -$8.06M -26,556 -95%
GFP
4434
Guardian Financial Partners
California
$418K +$1.82K +6 +0.4%
PFP
4435
Paragon Financial Partners
California
$418K – – –
EFA
4436
Englebert Financial Advisers
Pennsylvania
$418K -$14.9K -49 -3%
MRI
4437
Mad River Investors
Massachusetts
$417K +$5.16K +17 +1%
LFS
4438
Lutz Financial Services
Nebraska
$417K +$13.1K +43 +3%
TFP
4439
Triune Financial Partners
Kansas
$416K -$30.3K -100 -7%
AL
4440
ADE LLC
Maryland
$416K – – –
RA
4441
Resolute Advisors
California
$416K +$429K +1,413 New
TWML
4442
Todd Wealth Management, LLC
Florida
$415K +$303 +1 +0.1%
IWN
4443
Independent Wealth Network
Iowa
$415K -$41.9K -138 -9%
MWM
4444
MOR Wealth Management
Pennsylvania
$414K +$124K +409 +41%
GWA
4445
Geometric Wealth Advisors
District of Columbia
$414K +$25.2K +83 +6%
MGIA
4446
Matthew Goff Investment Advisor
Texas
$414K – – –
DW
4447
Dodds Wealth
Colorado
$414K – – –
LC
4448
Lavaca Capital
Texas
$414K – – –
NCMW
4449
Northern Capital Management (Washington)
Washington
$413K – – –
RAG
4450
RIA Advisory Group
Iowa
$413K -$7.28K -24 -2%
176 177
178
179 180