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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
2451
Investment House LLC
California
$879K -$2.58M -17,950 -76%
FWM
2452
Foresight Wealth Management
Utah
$878K +$208K +1,444 +33%
NFP
2453
Narus Financial Partners
Utah
$875K +$827K +5,747 New
LC
2454
Landaas & Company
Wisconsin
$874K +$549K +3,814 +198%
OR
2455
Olympiad Research
Connecticut
$873K -$35.8K -249 -4%
SFS
2456
Summit Financial Strategies
Ohio
$871K -$11.1K -77 -1%
DWM
2457
Darwin Wealth Management
Florida
$871K -$6.62K -46 -0.8%
FMI
2458
F/M Investments
District of Columbia
$869K -$4.32K -30 -0.5%
HCM
2459
Horiko Capital Management
New York
$868K – – –
TCM
2460
Tuttle Capital Management
Connecticut
$868K +$820K +5,700 New
ASBI
2461
American State Bank (Iowa)
Iowa
$868K +$52.2K +363 +7%
PCM
2462
Princeton Capital Management
New Jersey
$865K +$73.8K +513 +10%
GTAM
2463
Global Trust Asset Management
Florida
$864K -$36K -250 -4%
IFG
2464
Investors Financial Group
Minnesota
$863K +$208K +1,446 +34%
RPWA
2465
Regent Peak Wealth Advisors
Georgia
$861K -$1.46M -10,128 -64%
DLHL
2466
Donald L. Hagan LLC
Florida
$861K -$246K -1,711 -23%
BWM
2467
Birchcreek Wealth Management
Ohio
$859K +$10.8K +75 +1%
AIM
2468
Arcadia Investment Management
Michigan
$858K – – –
FPWM
2469
FSB Premier Wealth Management
Iowa
$857K +$1.29K +9 +0.2%
HCM
2470
HMS Capital Management
Tennessee
$854K -$66.8K -464 -8%
FRM
2471
Fox Run Management
Connecticut
$854K +$808K +5,613 New
LF
2472
Lantz Financial
Illinois
$852K -$28.9K -201 -3%
RPG
2473
Resource Planning Group
Georgia
$851K +$144 +1 +0%
LA
2474
Latitude Advisors
Florida
$847K -$214K -1,486 -21%
LWP
2475
Legacy Wealth Planning
Nevada
$846K -$1.29K -9 -0.2%
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99
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