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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
2676
Freedom Day Solutions
Texas
$275K +$253K +1,974 New
FPGK
2677
Financial Partners Group (Kansas)
Kansas
$274K +$641 +5 +0.2%
OWA
2678
One Wealth Advisors
California
$273K +$251K +1,959 New
CICI
2679
Capital Investment Counsel Inc
North Carolina
$273K +$252K +1,961 New
VBFG
2680
Vishria Bird Financial Group
Tennessee
$272K -$10.3K -80 -4%
DWA
2681
Divergent Wealth Advisors
Utah
$270K – – –
TCM
2682
Tanaka Capital Management
New York
$270K – – –
ZF
2683
Zhang Financial
Michigan
$270K +$249K +1,938 New
WP
2684
WealthShield Partners
North Carolina
$269K +$248K +1,933 New
HA
2685
HYA Advisors
Missouri
$268K +$247K +1,925 New
LWA
2686
LWS Wealth Advisors
New Jersey
$267K +$246K +1,916 New
WA
2687
WESPAC Advisors
California
$267K +$246K +1,917 New
BA
2688
BCM Advisors
Louisiana
$266K -$3.85K -30 -2%
OWM
2689
Orgel Wealth Management
Wisconsin
$266K – – –
RPGK
2690
Retirement Planning Group (Kansas)
Kansas
$266K +$245K +1,910 New
SAM
2691
Shikiar Asset Management
New York
$265K +$244K +1,900 New
KCM
2692
Kathmere Capital Management
Pennsylvania
$265K +$244K +1,904 New
EL
2693
Envoi LLC
Minnesota
$264K +$243K +1,893 New
SLF
2694
Sun Life Financial
Ontario, Canada
$263K -$92.3K -720 -28%
MWP
2695
Meridian Wealth Partners
Pennsylvania
$262K +$241K +1,882 New
AP
2696
Adero Partners
California
$262K +$242K +1,883 New
BDF
2697
Black Diamond Financial
Maryland
$260K – – –
SAM
2698
SP Asset Management
California
$259K +$513 +4 +0.2%
CHA
2699
Cooper/Haims Advisors
New York
$258K – – –
GG
2700
Greenwood Gearhart
Arkansas
$255K -$5.13K -40 -2%
106 107
108
109 110