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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
3326
Elwood & Goetz Wealth Advisory Group
Georgia
$1.48M +$37.9K +122 +3%
BIG
3327
Brookwood Investment Group
Arizona
$1.48M +$269K +867 +24%
GA
3328
Goldstein Advisors
Wisconsin
$1.48M +$91.6K +295 +7%
FSWA
3329
Financial Synergies Wealth Advisors
Texas
$1.48M +$168K +540 +14%
SOW
3330
State of Wyoming
Wyoming
$1.48M -$100K -323 -7%
VC
3331
Veracity Capital
Georgia
$1.48M +$23K +74 +2%
MFG
3332
Mainsail Financial Group
Washington
$1.47M +$15.8K +51 +1%
WF
3333
Womack Financial
Texas
$1.47M -$70.5K -227 -5%
RPCONE
3334
Retirement Planning Company of New England
Rhode Island
$1.47M -$87K -280 -6%
VDC
3335
Van Diest Capital
Iowa
$1.47M -$160K -514 -10%
MAG
3336
Mayfair Advisory Group
Alabama
$1.46M +$127K +410 +11%
LWM
3337
Liberty Wealth Management
California
$1.46M – – –
PB
3338
Prosperity Bancshares
Texas
$1.46M +$31.1K +100 +2%
TIM
3339
Tevis Investment Management
Texas
$1.46M -$64.3K -207 -4%
SI
3340
Severin Investments
Missouri
$1.46M +$170K +546 +14%
T
3341
TrustBank
Illinois
$1.46M -$9.32K -30 -0.7%
BDA
3342
Borer Denton & Associates
Pennsylvania
$1.45M +$12.4K +40 +0.9%
TA
3343
TPG Advisors
Illinois
$1.45M +$932 +3 +0.1%
AWM
3344
Aberdeen Wealth Management
Illinois
$1.45M -$3.27M -10,523 -70%
HC
3345
Hara Capital
Washington
$1.45M – – –
FWA
3346
Flagship Wealth Advisors
Massachusetts
$1.45M +$243K +783 +22%
DWA
3347
Dougherty Wealth Advisers
Minnesota
$1.44M – – –
LMFP
3348
Larry Mathis Financial Planning
Arizona
$1.44M -$7.45K -24 -0.5%
LRIA
3349
Leonard Rickey Investment Advisors
Washington
$1.44M -$88.2K -284 -6%
WAM
3350
WNY Asset Management
New York
$1.44M -$55.6K -179 -4%
132 133
134
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