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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
2476
Vishria Bird Financial Group
Tennessee
$239K -$3.73K -33 -2%
BWM
2477
Brickley Wealth Management
California
$239K -$3.05K -27 -1%
FPGK
2478
Financial Partners Group (Kansas)
Kansas
$239K +$7.46K +66 +3%
TFA
2479
Toth Financial Advisory
Virginia
$238K -$9.61K -85 -4%
LWA
2480
Lenox Wealth Advisors
New York
$237K +$38.6K +341 +20%
MLFP
2481
MPS Loria Financial Planners
Illinois
$236K +$566 +5 +0.2%
BL
2482
Balentine LLC
Georgia
$236K +$95.7K +846 +73%
CCM
2483
Chickasaw Capital Management
Tennessee
$235K +$226K +2,000 New
NCM
2484
New Capital Management
Texas
$233K -$3.28K -29 -1%
PCMK
2485
Paragon Capital Management (Kansas)
Kansas
$233K – – –
SWMG
2486
Strategic Wealth Management Group
Maryland
$233K – – –
AC
2487
Avenir Corporation
Virginia
$232K – – –
TCM
2488
Tanaka Capital Management
New York
$228K -$6.11K -54 -3%
AIFS
2489
A&I Financial Services
Colorado
$228K – – –
DWA
2490
Divergent Wealth Advisors
Utah
$228K – – –
BA
2491
BCM Advisors
Louisiana
$228K +$219K +1,938 New
MFG
2492
Merit Financial Group
Georgia
$227K +$219K +1,933 New
ACA
2493
Anchor Capital Advisors
Massachusetts
$226K +$217K +1,917 New
SICM
2494
Sustainable Insight Capital Management
New York
$224K -$33.9K -300 -14%
OWM
2495
Orgel Wealth Management
Wisconsin
$224K – – –
CCT
2496
Capital City Trust
Florida
$221K +$3.05K +27 +1%
GG
2497
Greenwood Gearhart
Arkansas
$220K -$181K -1,600 -46%
BDF
2498
Black Diamond Financial
Maryland
$219K – – –
CHA
2499
Cooper/Haims Advisors
New York
$218K – – –
SAM
2500
SP Asset Management
California
$218K +$1.13K +10 +0.5%
98 99
100
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