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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
3076
Pension & Wealth Management Advisors
Massachusetts
$402K +$379K +2,995 New
OKSA
3077
O'Keefe Stevens Advisory
New York
$402K – – –
NRI
3078
NFP Retirement Inc
California
$401K -$205K -1,621 -35%
HWM
3079
Howard Wealth Management
Connecticut
$401K -$4.43K -35 -1%
ACA
3080
Ackerman Capital Advisors
Texas
$401K – – –
HI
3081
Hoey Investments
Pennsylvania
$400K -$114K -900 -23%
SL
3082
Summitry LLC
California
$400K +$21.9K +173 +6%
CM
3083
Columbus Macro
Pennsylvania
$400K +$4.82K +38 +1%
HI
3084
Harrington Investments
California
$398K -$125K -990 -25%
SCFS
3085
S.C. Financial Services
Arizona
$396K +$25.8K +204 +7%
CAM
3086
Claret Asset Management
Quebec, Canada
$394K +$3.8K +30 +1%
1W
3087
1776 Wealth
Georgia
$394K +$4.94K +39 +1%
VF
3088
Vest Financial
Virginia
$393K +$372K +2,933 New
MPCL
3089
My Personal CFO LLC
Washington
$392K – – –
AC
3090
Avenir Corporation
Virginia
$392K – – –
TA
3091
Trellis Advisors
Washington
$392K +$3.42K +27 +0.9%
MCM
3092
Magnolia Capital Management
New York
$392K – – –
SAM
3093
Sequent Asset Management
Texas
$391K +$127 +1 +0%
SFWC
3094
Strategic Family Wealth Counselors
New Jersey
$391K +$13.9K +110 +4%
BWA
3095
BlueSky Wealth Advisors
North Carolina
$389K +$4.82K +38 +1%
SF
3096
Symphony Financial
Texas
$389K +$67.5K +533 +23%
ACM
3097
Aljian Capital Management
Nevada
$389K – – –
FA
3098
Fountainhead AM
New Jersey
$384K +$14.6K +115 +4%
BA
3099
Bridge Advisory
California
$384K -$3.8K -30 -1%
PCM
3100
Pennsylvania Capital Management
Pennsylvania
$384K +$12.7K +100 +4%
122 123
124
125 126