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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3076
Shelton Wealth Management
Texas
$481K -$10.9K -73 -2%
WPW
3077
Watershed Private Wealth
Illinois
$481K – – –
PGWM
3078
Pitti Group Wealth Management
New York
$480K +$3.45K +23 +0.7%
MIA
3079
Milestone Investment Advisors
Wisconsin
$480K +$496K +3,308 New
FGA
3080
Fortis Group Advisors
New Jersey
$480K +$45.1K +301 +9%
PCMM
3081
Piedmont Capital Management (Montana)
Montana
$479K -$33K -220 -6%
CSWM
3082
Cassady Schiller Wealth Management
Ohio
$479K +$9.29K +62 +2%
IFA
3083
Index Fund Advisors
California
$479K +$113K +751 +29%
WMC
3084
Westwood Management Corporation
Illinois
$479K – – –
LOIP
3085
Live Oak Investment Partners
Texas
$479K – – –
OWM
3086
OneAscent Wealth Management
Alabama
$478K -$55.8K -372 -10%
CCP
3087
Carmel Capital Partners
California
$477K +$129K +858 +35%
WSWA
3088
Warren Street Wealth Advisors
California
$477K +$17.5K +117 +4%
CWM
3089
Cahaba Wealth Management
Georgia
$477K -$51.1K -341 -9%
FFM
3090
Flagstone Financial Management
Nebraska
$475K -$252K -1,680 -34%
KOC
3091
Koss-Olinger Consulting
Florida
$475K – – –
ML
3092
McAdam LLC
Pennsylvania
$475K +$58K +387 +13%
AWAU
3093
Alliance Wealth Advisors (Utah)
Utah
$475K -$45.9K -306 -9%
PCFFS
3094
Pacific Center for Financial Services
California
$475K -$101K -675 -17%
OA
3095
Operose Advisors
Wisconsin
$474K +$303K +2,021 +162%
HPM
3096
Hoxton Planning & Management
West Virginia
$474K -$26.1K -174 -5%
FAG
3097
Financial Advisory Group
Texas
$472K -$53.8K -359 -10%
FCT
3098
First Community Trust
Iowa
$471K -$23.2K -155 -5%
HCA
3099
Heck Capital Advisors
Wisconsin
$471K +$21.9K +146 +5%
DCBT
3100
Dakota Community Bank & Trust
North Dakota
$469K +$13.5K +90 +3%
122 123
124
125 126