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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3176
Act Wealth Management
Texas
$230K -$48.4K -422 -16%
PFG
3177
Pinnacle Financial Group
Illinois
$230K -$11.7K -102 -4%
PS
3178
Planned Solutions
California
$230K – – –
BBW
3179
Blue Barn Wealth
Utah
$230K +$47.6K +415 +23%
PG
3180
Prostatis Group
Maryland
$230K +$20.9K +182 +9%
FAN
3181
Financial Advisors Network
California
$229K -$689 -6 -0.3%
CI
3182
Carroll Investors
South Carolina
$229K +$248K +2,158 New
FA
3183
Fiducient Advisors
Illinois
$228K -$62K -540 -20%
HNWA
3184
Henrickson Nauta Wealth Advisors
Michigan
$228K – – –
BWP
3185
Bernardo Wealth Planning
Pennsylvania
$227K -$49.3K -430 -19%
AFG
3186
Affinia Financial Group
Massachusetts
$227K -$5.51K -48 -2%
C
3187
Covestor
United Kingdom
$227K +$21.1K +184 +9%
HFRG
3188
Houlihan Financial Resource Group
Virginia
$227K +$203K +1,772 New
CWM
3189
Campbell Wealth Management
Virginia
$226K -$8.72K -76 -3%
IDA
3190
Intelligence Driven Advisers
California
$226K +$240K +2,091 New
BWCS
3191
Beirne Wealth Consulting Services
Connecticut
$225K -$6.08K -53 -2%
LFA
3192
Level Financial Advisors
New York
$225K – – –
WAM
3193
WealthTrust Asset Management
Florida
$225K +$1.26K +11 +0.5%
NC
3194
NovaPoint Capital
Georgia
$224K – – –
RA
3195
Rise Advisors
New York
$224K +$1.26K +11 +0.5%
LFS
3196
Legacy Financial Strategies
Kansas
$222K -$26.3K -229 -10%
T
3197
TNF
Montana
$222K -$13.3K -116 -5%
SFC
3198
SYM Financial Corp
Indiana
$222K -$574 -5 -0.2%
GB
3199
Goepper Burkhardt
South Carolina
$222K – – –
CSIA
3200
Charles Schwab Investment Advisory
California
$222K +$22.1K +193 +10%
126 127
128
129 130