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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWS
3276
Wellington Wealth Strategies
Indiana
$704K +$668K +3,172 New
SAF
3277
Smith Anglin Financial
Texas
$702K +$67.8K +322 +11%
EFG
3278
Ehrlich Financial Group
California
$702K +$11.4K +54 +2%
AFP
3279
Alpha Financial Partners
Kentucky
$702K +$72.2K +343 +11%
WCWM
3280
Willow Creek Wealth Management
California
$702K +$228K +1,084 +48%
PPWM
3281
Paragon Private Wealth Management
Kentucky
$701K +$103K +487 +17%
AWM
3282
Altus Wealth Management
Kentucky
$698K -$211 -1 -0%
PPW
3283
Pasadena Private Wealth
California
$695K +$380K +1,802 +55%
LFG
3284
Lockerman Financial Group
California
$695K +$2.11K +10 +0.3%
AFWM
3285
AMJ Financial Wealth Management
Virginia
$694K -$39.4K -187 -5%
ACC
3286
Acorn Creek Capital
Colorado
$693K +$7.79K +37 +1%
FA
3287
Forefront Analytics
Pennsylvania
$692K -$681K -3,235 -50%
EWP
3288
Elevation Wealth Partners
California
$692K +$211 +1 +0%
AWM
3289
Abound Wealth Management
Tennessee
$691K +$8.43K +40 +1%
WF
3290
Whelan Financial
California
$689K +$14.7K +70 +2%
CP
3291
Creekside Partners
California
$688K -$4.84K -23 -0.7%
RRA
3292
Round Rock Advisors
Connecticut
$687K -$329K -1,562 -32%
FA
3293
Fountainhead AM
New Jersey
$687K -$21.7K -103 -3%
IF
3294
Integrity Financial
Wyoming
$686K +$22.7K +108 +3%
OWA
3295
Outlook Wealth Advisors
Texas
$685K +$9.06K +43 +1%
ASG
3296
Ariston Services Group
California
$685K – – –
CHP
3297
Cable Hill Partners
Oregon
$683K +$9.48K +45 +1%
TAM
3298
Tucker Asset Management
Colorado
$682K +$52.4K +249 +8%
WCG
3299
Weaver Consulting Group
California
$682K -$72.9K -346 -10%
DAM
3300
Deltec Asset Management
New York
$680K – – –
130 131
132
133 134