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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
3401
Smith Shellnut Wilson
Mississippi
$266K -$37.8K -275 -13%
AWP
3402
Abacus Wealth Partners
California
$265K +$23.9K +174 +11%
HSG
3403
Helen Stephens Group
Texas
$264K +$2.75K +20 +1%
SWMG
3404
Sanchez Wealth Management Group
Florida
$264K +$138 +1 +0.1%
AAM
3405
Ameraudi Asset Management
New York
$264K – – –
SHWM
3406
Smith & Howard Wealth Management
Georgia
$264K -$7.43K -54 -3%
VLC
3407
Van Leeuwen & Company
New Jersey
$264K +$7.98K +58 +3%
GSIS
3408
Global Strategic Investment Solutions
Arizona
$263K +$550 +4 +0.2%
WFPG
3409
Waller Financial Planning Group
Ohio
$262K -$825 -6 -0.3%
KPWG
3410
KFA Private Wealth Group
Virginia
$262K -$3.44K -25 -1%
WA
3411
Waterford Advisors
New York
$261K -$3.03K -22 -1%
RA
3412
Riverstone Advisors
Texas
$261K +$246K +1,792 New
CWA
3413
Clarus Wealth Advisors
Arizona
$260K -$5.91K -43 -2%
EA
3414
Echo45 Advisors
California
$258K -$13.6K -99 -5%
RIM
3415
Rockbridge Investment Management
New York
$256K – – –
RAG
3416
RIA Advisory Group
Iowa
$256K -$8.25K -60 -3%
BBW
3417
Blue Barn Wealth
Utah
$256K -$19K -138 -7%
DJYG
3418
David J. Yvars Group
Florida
$256K +$7.15K +52 +3%
DWM
3419
Denver Wealth Management
Colorado
$254K -$12.4K -90 -5%
CP
3420
Capital Planning
Washington
$254K -$7.98K -58 -3%
SFA
3421
Seneca Financial Advisors
New York
$254K +$240K +1,744 New
LAM
3422
Lifestyle Asset Management
Texas
$254K +$7.57K +55 +3%
MSFP
3423
Mark Sheptoff Financial Planning
Connecticut
$253K – – –
NRWA
3424
North Ridge Wealth Advisors
Oregon
$252K – – –
FZCM
3425
Flynn Zito Capital Management
New York
$252K +$18.6K +135 +8%
135 136
137
138 139