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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
3076
Holland Advisory Services
Florida
$482K – – –
SWM
3077
Shelton Wealth Management
Texas
$481K -$10.9K -73 -2%
WPW
3078
Watershed Private Wealth
Illinois
$481K – – –
PGWM
3079
Pitti Group Wealth Management
New York
$480K +$3.45K +23 +0.7%
MIA
3080
Milestone Investment Advisors
Wisconsin
$480K +$496K +3,308 New
FGA
3081
Fortis Group Advisors
New Jersey
$480K +$45.1K +301 +9%
PCMM
3082
Piedmont Capital Management (Montana)
Montana
$479K -$33K -220 -6%
CSWM
3083
Cassady Schiller Wealth Management
Ohio
$479K +$9.29K +62 +2%
IFA
3084
Index Fund Advisors
California
$479K +$113K +751 +29%
WMC
3085
Westwood Management Corporation
Illinois
$479K – – –
LOIP
3086
Live Oak Investment Partners
Texas
$479K – – –
OWM
3087
OneAscent Wealth Management
Alabama
$478K -$55.8K -372 -10%
CCP
3088
Carmel Capital Partners
California
$477K +$129K +858 +35%
WSWA
3089
Warren Street Wealth Advisors
California
$477K +$17.5K +117 +4%
CWM
3090
Cahaba Wealth Management
Georgia
$477K -$51.1K -341 -9%
FFM
3091
Flagstone Financial Management
Nebraska
$475K -$252K -1,680 -34%
KOC
3092
Koss-Olinger Consulting
Florida
$475K – – –
ML
3093
McAdam LLC
Pennsylvania
$475K +$58K +387 +13%
AWAU
3094
Alliance Wealth Advisors (Utah)
Utah
$475K -$45.9K -306 -9%
PCFFS
3095
Pacific Center for Financial Services
California
$475K -$101K -675 -17%
OA
3096
Operose Advisors
Wisconsin
$474K +$303K +2,021 +162%
HPM
3097
Hoxton Planning & Management
West Virginia
$474K -$26.1K -174 -5%
FAG
3098
Financial Advisory Group
Texas
$472K -$53.8K -359 -10%
FCT
3099
First Community Trust
Iowa
$471K -$23.2K -155 -5%
HCA
3100
Heck Capital Advisors
Wisconsin
$471K +$21.9K +146 +5%
122 123
124
125 126