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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
2276
LMG Wealth Partners
Louisiana
$4.3M -$58.7K -189 -1%
AA
2277
Aire Advisors
California
$4.3M +$52.8K +170 +1%
CWA
2278
Consilium Wealth Advisory
Texas
$4.29M -$775K -2,495 -16%
BB
2279
Burford Brothers
Texas
$4.29M +$71.1K +229 +2%
BFA
2280
Benedict Financial Advisors
Georgia
$4.28M -$33.5K -108 -0.8%
AW
2281
Alaethes Wealth
Nevada
$4.28M -$2.17K -7 -0.1%
CA
2282
Crewe Advisors
Utah
$4.27M +$97.2K +313 +2%
SIS
2283
Sound Income Strategies
Florida
$4.26M +$310K +998 +8%
LIM
2284
Loudon Investment Management
New Hampshire
$4.26M -$15.5K -50 -0.4%
UM
2285
Ulysses Management
New York
$4.26M – – –
LCG
2286
Lynx Capital Group
Ohio
$4.25M -$110K -354 -3%
CA
2287
CGN Advisors
Kansas
$4.24M +$45.3K +146 +1%
HFP
2288
Holistic Financial Partners
Indiana
$4.22M -$639K -2,058 -14%
XWL
2289
XXI Wealth LLC
Illinois
$4.22M +$43.2K +139 +1%
SSA
2290
Sierra Summit Advisors
Nevada
$4.21M -$29.5K -95 -0.7%
DAS
2291
DMKC Advisory Services
Iowa
$4.2M -$19.3K -62 -0.5%
IWM
2292
Iams Wealth Management
Nebraska
$4.2M +$180K +579 +5%
LIA
2293
LS Investment Advisors
Michigan
$4.2M +$117K +378 +3%
WA
2294
Wealth Architects
California
$4.2M -$34.2K -110 -0.9%
AWA
2295
Acorn Wealth Advisors
Michigan
$4.19M +$47.2K +152 +1%
STAS
2296
Strong Tower Advisory Services
Minnesota
$4.19M +$123K +397 +3%
BFG
2297
Berger Financial Group
Minnesota
$4.18M +$12.1K +39 +0.3%
AP
2298
Advisors Preferred
Maryland
$4.18M – – –
CIM
2299
CIM Investment Management
Pennsylvania
$4.18M -$361K -1,163 -8%
XSC
2300
X-Square Capital
Puerto Rico
$4.17M +$146K +470 +4%
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