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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
3426
Waller Financial Planning Group
Ohio
$216K – – –
MFM
3427
MD Financial Management
Ontario, Canada
$216K +$48K +292 +27%
PWA
3428
Peterson Wealth Advisors
Utah
$216K +$224K +1,363 New
BWP
3429
Bernardo Wealth Planning
Pennsylvania
$216K +$224K +1,367 New
BBW
3430
Blue Barn Wealth
Utah
$215K -$493 -3 -0.2%
AFS
3431
Annapolis Financial Services
Maryland
$215K +$821 +5 +0.4%
SC
3432
Sepio Capital
Utah
$215K +$224K +1,361 New
MCM
3433
McDonough Capital Management
Florida
$214K +$222K +1,352 New
TCCM
3434
Timber Creek Capital Management
Massachusetts
$213K – – –
FAFN
3435
First Affirmative Financial Network
Colorado
$213K +$13.5K +82 +7%
RCS
3436
Retirement Capital Strategies
California
$212K +$985 +6 +0.5%
CWM
3437
ClientFirst Wealth Management
Arkansas
$212K +$247K +1,504 New
DA
3438
Detalus Advisors
Missouri
$211K -$67.3K -410 -24%
VAM
3439
Verity Asset Management
North Carolina
$211K +$6.41K +39 +3%
CWA
3440
Clarus Wealth Advisors
Arizona
$211K +$205K +1,250 New
SFA
3441
Seneca Financial Advisors
New York
$210K +$657 +4 +0.3%
WAM
3442
WFA Asset Management
Wisconsin
$209K +$216K +1,317 New
PC
3443
Periscope Capital
Ontario, Canada
$208K +$216K +1,316 New
CMS
3444
Capital Market Strategies
Florida
$207K +$215K +1,307 New
ONSWM
3445
Old North State Wealth Management
North Carolina
$207K +$214K +1,305 New
WA
3446
Wealthstar Advisors
Texas
$206K -$6.24K -38 -3%
EP
3447
EPIQ Partners
Minnesota
$206K -$1.15K -7 -0.5%
Flossbach Von Storch
3448
Flossbach Von Storch
Germany
$206K – – –
ER
3449
Enlightenment Research
Florida
$206K +$213K +1,300 New
TA
3450
Teramo Advisors
Florida
$206K +$213K +1,300 New