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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
3226
VisionPoint Advisory Group
Texas
$216K -$548K -4,423 -71%
SIM
3227
Sterling Investment Management
Arizona
$215K -$1.36M -10,997 -85%
ECAM
3228
East Coast Asset Management
Massachusetts
$215K -$28.5K -230 -11%
SWP
3229
ShoreHaven Wealth Partners
New Jersey
$215K +$32.5K +262 +16%
SSCA
3230
South Shore Capital Advisors
Massachusetts
$214K -$5.82K -47 -2%
SC
3231
Saturna Capital
Washington
$214K – – –
DFA
3232
DHJJ Financial Advisors
Illinois
$214K +$372 +3 +0.2%
CWM
3233
CCG Wealth Management
California
$214K +$42.1K +340 +22%
JSA
3234
Jacobson & Schmitt Advisors
Wisconsin
$213K -$53.8K -434 -19%
UWM
3235
Urban Wealth Management
California
$213K +$235K +1,893 New
SSA
3236
Schonfeld Strategic Advisors
New York
$212K -$51.3M -414,321 -100%
LODC
3237
Lanham O'Dell & Company
West Virginia
$212K +$124 +1 +0.1%
RPGK
3238
Retirement Planning Group (Kansas)
Kansas
$212K +$17.5K +141 +8%
NWA
3239
New World Advisors
Massachusetts
$211K -$90.8K -733 -28%
RWMH
3240
Riverpoint Wealth Management Holdings
Illinois
$211K +$1.98K +16 +0.9%
MW
3241
Milestone Wealth
New York
$211K +$186K +1,500 +401%
HAFS
3242
Hapanowicz & Associates Financial Services
Pennsylvania
$210K +$231K +1,861 New
DA
3243
Detalus Advisors
Missouri
$210K +$231K +1,862 New
BW
3244
Basepoint Wealth
Iowa
$210K -$55.9K -451 -19%
NF
3245
Norwood Financial
Pennsylvania
$209K – – –
LFP
3246
Leeward Financial Partners
Washington
$208K -$2.35M -18,943 -91%
DC
3247
Defender Capital
North Carolina
$208K – – –
HWM
3248
HFR Wealth Management
New York
$208K – – –
RFP
3249
Roth Financial Partners
Texas
$208K – – –
CIM
3250
Confluence Investment Management
Missouri
$206K -$4.58K -37 -2%
128 129
130
131 132