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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMG
3401
Redwood Wealth Management Group
New Jersey
$277K +$150 +1 +0.1%
AWM
3402
Adams Wealth Management
Utah
$277K -$3K -20 -1%
TAM
3403
TCP Asset Management
Ohio
$276K -$2.55K -17 -0.9%
LSIA
3404
LaSalle St. Investment Advisors
Illinois
$276K -$117K -782 -29%
RPG
3405
Resource Planning Group
Georgia
$276K -$58.9K -393 -17%
CM
3406
Columbus Macro
Pennsylvania
$276K -$8.84K -59 -3%
KPWG
3407
KFA Private Wealth Group
Virginia
$276K +$15K +100 +6%
RJTCONH
3408
Raymond James Trust Company of New Hampshire
New Hampshire
$274K -$7.2K -48 -2%
SHWM
3409
Smith & Howard Wealth Management
Georgia
$274K +$11.4K +76 +4%
TWA
3410
Tandem Wealth Advisors
Arizona
$273K -$4.2K -28 -1%
WCM
3411
Wallace Capital Management
Texas
$272K – – –
MCM
3412
McDonough Capital Management
Florida
$272K – – –
DFA
3413
DHJJ Financial Advisors
Illinois
$271K -$750 -5 -0.3%
VPP
3414
Vertex Planning Partners
Illinois
$271K -$19.5K -130 -7%
BEW
3415
Burton Enright Welch
California
$271K – – –
APS
3416
American Planning Services
Florida
$271K – – –
PSC
3417
Prentiss Smith & Co
Vermont
$271K -$13K -87 -4%
DWM
3418
Denver Wealth Management
Colorado
$271K +$17.5K +117 +7%
CA
3419
Calton & Associates
Florida
$270K -$1.3M -8,686 -82%
TWM
3420
TMD Wealth Management
Arizona
$270K – – –
DC
3421
Defender Capital
North Carolina
$269K – – –
OCG
3422
Opus Capital Group
Ohio
$269K -$1.35K -9 -0.5%
HWM
3423
HFR Wealth Management
New York
$268K – – –
KC
3424
Kinloch Capital
Virginia
$268K -$60K -400 -18%
SC
3425
Schiavi & Co
Delaware
$268K – – –
135 136
137
138 139