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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
3251
Safeguard Investment Advisory Group
California
$299K +$22.4K +177 +9%
GCL
3252
Gouws Capital LLC
North Carolina
$298K – – –
HFS
3253
Heritage Financial Services
Massachusetts
$297K -$12.3K -97 -4%
LAM
3254
Lakewood Asset Management
Illinois
$297K +$281K +2,214 New
UC
3255
Unio Capital
New Jersey
$297K -$204K -1,613 -42%
AWM
3256
Act Wealth Management
Texas
$296K +$1.01K +8 +0.4%
PAWA
3257
Palo Alto Wealth Advisors
California
$296K +$280K +2,209 New
DP
3258
Denver PWM
Colorado
$296K -$7.6K -60 -3%
T
3259
TNF
Montana
$296K -$4.05K -32 -2%
IWN
3260
Independent Wealth Network
Iowa
$295K -$378K -2,982 -58%
MWM
3261
Madison Wealth Management
Ohio
$295K -$64.4K -508 -19%
ACP
3262
Arcus Capital Partners
Georgia
$295K +$279K +2,202 New
CWM
3263
Campbell Wealth Management
Virginia
$295K +$5.58K +44 +2%
CWMGP
3264
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$295K -$134K -1,055 -32%
SBWIC
3265
Schaper Benz & Wise Investment Counsel
Wisconsin
$295K -$29.8K -235 -10%
GB
3266
Goepper Burkhardt
South Carolina
$294K +$9.63K +76 +4%
CFO
3267
Callan Family Office
Pennsylvania
$294K +$278K +2,194 New
RA
3268
Rise Advisors
New York
$294K +$5.96K +47 +2%
HNWA
3269
Henrickson Nauta Wealth Advisors
Michigan
$293K – – –
RWA
3270
Redmont Wealth Advisors
Illinois
$291K +$16.2K +128 +6%
IWM
3271
Integris Wealth Management
California
$290K +$274K +2,165 New
CCP
3272
Carmel Capital Partners
California
$290K +$29.3K +231 +12%
AFS
3273
Axiom Financial Strategies
Indiana
$290K -$1.5M -11,807 -85%
RW
3274
RVW Wealth
California
$288K +$272K +2,145 New
CI
3275
Carroll Investors
South Carolina
$288K – – –
129 130
131
132 133