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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
STAS
2726
Strong Tower Advisory Services
Minnesota
$825K +$40.4K +294 +5%
EW
2727
Element Wealth
Mississippi
$825K -$10.9K -79 -1%
CWA
2728
Clearview Wealth Advisors
Oregon
$824K -$27.1K -197 -3%
PWM
2729
PBMares Wealth Management
Virginia
$824K +$825 +6 +0.1%
OWA
2730
One Wealth Advisors
California
$824K -$21K -153 -3%
GPWA
2731
Great Point Wealth Advisors
Massachusetts
$823K +$15K +109 +2%
HAS
2732
HBW Advisory Services
California
$823K +$102K +741 +15%
VCM
2733
Vision Capital Management
Oregon
$821K -$3.99K -29 -0.5%
FB
2734
First Bancorp
Maine
$821K -$8.8K -64 -1%
WB
2735
West Bancorporation
Iowa
$817K +$67.8K +493 +10%
WRPWM
2736
Werba Rubin Papier Wealth Management
California
$816K +$24.1K +175 +3%
WF
2737
Wayfinding Financial
Washington
$816K +$48.6K +353 +7%
DCM
2738
Deuterium Capital Management
Florida
$814K +$770K +5,595 New
SFP
2739
Sandbox Financial Partners
Maryland
$813K -$2.61K -19 -0.3%
MAWAG
2740
Mid-American Wealth Advisory Group
Missouri
$812K +$754K +5,481 New
RGC
2741
Roberts, Glore & Co
Illinois
$812K -$22K -160 -3%
MWP
2742
Moller Wealth Partners
$811K – – –
CCM
2743
Crew Capital Management
Ohio
$810K -$99K -720 -11%
MFWP
2744
Mosaic Family Wealth Partners
Missouri
$809K -$1.38K -10 -0.2%
PA
2745
Paragon Advisors
Texas
$806K +$762K +5,543 New
AFO
2746
Allie Family Office
Florida
$806K – – –
FMI
2747
F/M Investments
District of Columbia
$805K +$33.4K +243 +5%
ARC
2748
Advisor Resource Council
Texas
$803K -$3.23M -23,474 -81%
BAM
2749
Bellevue Asset Management
Washington
$801K +$413 +3 +0.1%
CCM
2750
Carlson Capital Management
Minnesota
$801K +$18.3K +133 +2%
108 109
110
111 112