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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2701
Moller Wealth Partners
$748K – – –
BWA
2702
Burt Wealth Advisors
Maryland
$747K +$14.4K +114 +2%
PGA
2703
Portland Global Advisors
Maine
$747K – – –
FFA
2704
Farther Finance Advisors
California
$747K +$706K +5,570 New
GPWA
2705
Great Point Wealth Advisors
Massachusetts
$744K -$12.7K -100 -2%
AFO
2706
Allie Family Office
Florida
$743K – – –
FW
2707
FirstPurpose Wealth
Utah
$743K -$16.5K -130 -2%
BOM
2708
Bank of Marin
California
$743K -$102K -803 -13%
PFT
2709
Providence First Trust
Arizona
$743K +$702K +5,537 New
VWM
2710
Vigilare Wealth Management
Arizona
$742K +$1.9K +15 +0.3%
BAM
2711
Bellevue Asset Management
Washington
$742K -$9.12K -72 -1%
SEP
2712
Southland Equity Partners
Missouri
$741K +$107K +841 +18%
SFP
2713
Sandbox Financial Partners
Maryland
$740K +$4.18K +33 +0.6%
HAS
2714
HBW Advisory Services
California
$740K +$49.7K +392 +8%
FPGK
2715
Financial Partners Group (Kansas)
Kansas
$740K +$26.6K +210 +4%
WIC
2716
Wilkins Investment Counsel
Massachusetts
$737K – – –
BWM
2717
Birchcreek Wealth Management
Ohio
$737K +$16.5K +130 +2%
FCIM
2718
Fairview Capital Investment Management
California
$736K -$49.2K -388 -7%
RCM
2719
Requisite Capital Management
Texas
$735K +$64.6K +510 +10%
FB
2720
First Bancorp
Maine
$734K -$8.62K -68 -1%
DIM
2721
Delta Investment Management
California
$733K -$13.6K -107 -2%
GSAM
2722
Grant Street Asset Management
Pennsylvania
$730K – – –
MWM
2723
McNaughton Wealth Management
California
$730K +$11.5K +91 +2%
TCOO
2724
Trust Company of Oklahoma
Oklahoma
$729K +$380 +3 +0.1%
KC
2725
Kingfisher Capital
North Carolina
$727K -$22.7K -179 -3%
107 108
109
110 111