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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
3276
Summit Wealth Partners
Florida
$245K – – –
IA
3277
Inspire Advisors
Idaho
$244K +$265K +1,792 New
AL
3278
ADE LLC
Maryland
$243K -$18.7K -127 -7%
OWA
3279
Outlook Wealth Advisors
Texas
$242K -$652K -4,420 -71%
TCM
3280
Tradewinds Capital Management
Washington
$241K -$13.3K -90 -5%
NRW
3281
Nova R Wealth
Kansas
$241K +$886 +6 +0.3%
FPOC
3282
Financial Planners of Cleveland
Ohio
$240K -$42.1K -285 -14%
HSG
3283
Helen Stephens Group
Texas
$240K – – –
EIP
3284
Ellis Investment Partners
Pennsylvania
$240K +$127K +861 +95%
SA
3285
Sicart Associates
New York
$239K -$191K -1,291 -42%
SCFS
3286
S.C. Financial Services
Arizona
$239K +$2.66K +18 +1%
CFAM
3287
Coury Firm Asset Management
Pennsylvania
$239K +$5.76K +39 +2%
LOAMU
3288
Lombard Odier Asset Management (USA)
New York
$239K +$258K +1,750 New
CISOA
3289
Capital Investment Services of America
Wisconsin
$238K – – –
SFP
3290
Sterling Financial Planning
New Jersey
$238K – – –
QT
3291
Quantbot Technologies
New York
$238K +$259K +1,752 New
TWM
3292
TMD Wealth Management
Arizona
$237K – – –
RPGK
3293
Retirement Planning Group (Kansas)
Kansas
$237K +$5.31K +36 +2%
SF
3294
Safeguard Financial
Wisconsin
$237K +$256K +1,737 New
BFG
3295
Baron Financial Group
New Jersey
$237K – – –
TWP
3296
Tower Wealth Partners
Pennsylvania
$236K -$61.1K -414 -19%
VC
3297
Veery Capital
Delaware
$236K -$55.5K -376 -18%
LD
3298
Lipe & Dalton
New York
$236K -$25.1K -170 -9%
SAM
3299
Synergy Asset Management
Washington
$235K -$18.9K -128 -7%
RFN
3300
Redwood Financial Network
Ohio
$235K +$255K +1,727 New
130 131
132
133 134