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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
3326
Strategic Financial Concepts
Texas
$318K +$27.7K +185 +9%
AWM
3327
Act Wealth Management
Texas
$317K +$5.1K +34 +2%
IWM
3328
Integris Wealth Management
California
$316K +$13.6K +91 +4%
BWCS
3329
Beirne Wealth Consulting Services
Connecticut
$315K – – –
NWA
3330
New World Advisors
Massachusetts
$315K +$30.3K +202 +10%
FAN
3331
Financial Advisors Network
California
$315K +$325K +2,170 New
HW
3332
Hamilton Wealth
California
$314K +$16.2K +108 +5%
CFG
3333
Compton Financial Group
Maryland
$314K – – –
TAM
3334
Tucker Asset Management
Colorado
$313K +$39.1K +261 +14%
RWA
3335
Rooted Wealth Advisors
Illinois
$313K -$19.5K -130 -6%
IA
3336
Inspire Advisors
Idaho
$312K +$6.9K +46 +2%
MA
3337
Mezzasalma Advisors
New Jersey
$312K +$10.2K +68 +3%
MPW
3338
MGO Private Wealth
California
$311K +$321K +2,144 New
WP
3339
Wealthspan Partners
Iowa
$310K -$14.7K -98 -4%
KFS
3340
Kaizen Financial Strategies
California
$310K +$600 +4 +0.2%
CWA
3341
Consilio Wealth Advisors
Washington
$308K -$45.7K -305 -12%
SC
3342
Sykon Capital
New York
$307K +$318K +2,119 New
WA
3343
Waterford Advisors
New York
$307K +$48.7K +325 +18%
VFP
3344
Verus Financial Partners
Virginia
$306K +$150 +1 +0%
NSG
3345
Nalls Sherbakoff Group
Tennessee
$306K -$47.5K -317 -13%
MG
3346
Marex Group
$305K +$109K +724 +53%
HKIMG
3347
Hutchens & Kramer Investment Management Group
Indiana
$305K +$300 +2 +0.1%
CL
3348
CSS LLC
Illinois
$305K – – –
ZAM
3349
Zevin Asset Management
Massachusetts
$304K +$315K +2,099 New
BCMLT
3350
Beacon Capital Management LLC (Tennessee)
Tennessee
$304K – – –
132 133
134
135 136