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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
3251
Pacific Center for Financial Services
California
$668K +$391 +2 +0.1%
HW
3252
Hamilton Wealth
California
$667K – – –
BW
3253
BIP Wealth
Georgia
$667K -$150K -769 -19%
PPW
3254
Pasadena Private Wealth
California
$665K -$14.7K -75 -2%
CP
3255
Creekside Partners
California
$665K +$642K +3,286 New
LFG
3256
Lockerman Financial Group
California
$664K -$1.56K -8 -0.2%
ML
3257
Mayport LLC
Massachusetts
$664K +$117K +601 +22%
EWP
3258
Elevation Wealth Partners
California
$663K +$196 +1 +0%
EFG
3259
Ehrlich Financial Group
California
$662K -$2.74K -14 -0.4%
ASG
3260
Ariston Services Group
California
$657K -$5.08K -26 -0.8%
ACC
3261
Acorn Creek Capital
Colorado
$657K +$18K +92 +3%
OCG
3262
Opus Capital Group
Ohio
$656K +$151K +770 +31%
SFP
3263
Sweet Financial Partners
Minnesota
$656K -$26.6K -136 -4%
DFA
3264
Davies Financial Advisors
California
$655K +$74.5K +381 +13%
CWA
3265
Consilio Wealth Advisors
Washington
$655K +$19.2K +98 +3%
CHA
3266
Cooper/Haims Advisors
New York
$655K +$62.4K +319 +11%
AWM
3267
Abound Wealth Management
Tennessee
$654K +$350K +1,788 +123%
LWM
3268
Laidlaw Wealth Management
New York
$653K -$141K -719 -18%
DAM
3269
Deltec Asset Management
New York
$652K – – –
UL
3270
Unionview LLC
Washington
$651K -$9.78K -50 -2%
GA
3271
GSG Advisors
New Jersey
$651K -$56.5K -289 -8%
WFM
3272
Wolff Financial Management
Michigan
$649K – – –
OWA
3273
Outlook Wealth Advisors
Texas
$649K +$397K +2,030 +172%
BAM
3274
Bosun Asset Management
Illinois
$647K -$7.82K -40 -1%
WF
3275
Whelan Financial
California
$647K +$19K +97 +3%
129 130
131
132 133