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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3176
PRW Wealth Management
Massachusetts
$245K +$68.1K +550 +34%
PWS
3177
Paragon Wealth Strategies
Florida
$244K -$50.3K -406 -16%
LFA
3178
Level Financial Advisors
New York
$243K +$61.9K +500 +30%
NC
3179
NovaPoint Capital
Georgia
$242K -$32.2K -260 -11%
WAM
3180
WealthTrust Asset Management
Florida
$241K -$1.7M -13,693 -86%
WFA
3181
Websterrogers Financial Advisors
South Carolina
$241K -$6.57K -53 -2%
MWA
3182
Motive Wealth Advisors
Michigan
$241K -$248 -2 -0.1%
SFC
3183
SYM Financial Corp
Indiana
$240K -$30.7K -248 -10%
SNBOSCI
3184
Security National Bank of Sioux City Iowa
Iowa
$240K – – –
RA
3185
Rise Advisors
New York
$240K +$23.5K +190 +10%
AG
3186
Advocate Group
Minnesota
$240K +$264K +2,134 New
WCM
3187
Wallace Capital Management
Texas
$239K – – –
GB
3188
Goepper Burkhardt
South Carolina
$239K +$24.8K +200 +10%
SC
3189
Sepio Capital
Utah
$237K +$260K +2,101 New
AFIA
3190
America First Investment Advisors
Nebraska
$236K – – –
CFG
3191
Compton Financial Group
Maryland
$236K – – –
FC
3192
FCA Corp
Texas
$236K – – –
ACP
3193
Arcus Capital Partners
Georgia
$236K +$34.2K +276 +15%
BFWA
3194
Benchmark Financial Wealth Advisors
Florida
$236K +$259K +2,094 New
RJTCONH
3195
Raymond James Trust Company of New Hampshire
New Hampshire
$235K -$991 -8 -0.4%
GCM
3196
G2 Capital Management
Ohio
$235K – – –
APS
3197
American Planning Services
Florida
$234K +$31K +250 +14%
MSWMA
3198
Market Street Wealth Management Advisors
Indiana
$233K -$25.6K -207 -9%
CCA
3199
Conestoga Capital Advisors
Pennsylvania
$233K – – –
DOA
3200
D'Orazio & Associates
Virginia
$233K +$57.6K +465 +29%
126 127
128
129 130