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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
3426
Lakeside Advisors
Washington
$222K +$137 +1 +0.1%
TWM
3427
TMD Wealth Management
Arizona
$222K -$3.42K -25 -1%
FIC
3428
Family Investment Center
Missouri
$221K +$232K +1,694 New
E
3429
ETFidea
New York
$221K – – –
AL
3430
ADE LLC
Maryland
$220K – – –
BWA
3431
Beam Wealth Advisors
Louisiana
$220K -$548 -4 -0.2%
CPA
3432
Capital Performance Advisors
California
$220K +$13.7K +100 +6%
LAM
3433
Lifestyle Asset Management
Texas
$220K +$20.1K +147 +10%
C
3434
Covestor
United Kingdom
$220K -$63.3K -462 -22%
WPWM
3435
Western Pacific Wealth Management
Illinois
$220K -$9.59K -70 -4%
RWM
3436
Rezny Wealth Management
Florida
$219K +$22.9K +167 +11%
WFA
3437
Wellspring Financial Advisors
Ohio
$219K -$123K -896 -35%
IDA
3438
Intelligence Driven Advisers
California
$218K -$30.1K -220 -11%
AFGAS
3439
Allegiance Financial Group Advisory Services
Virginia
$218K +$274 +2 +0.1%
ORI
3440
Oak Ridge Investments
Illinois
$215K -$34K -248 -13%
R
3441
Rebalance
California
$215K – – –
SWA
3442
Strata Wealth Advisors
Texas
$215K -$8.91K -65 -4%
RFP
3443
Roth Financial Partners
Texas
$214K -$2.19K -16 -1%
JPLA
3444
Joseph P. Lucia & Associates
New York
$214K – – –
MGIA
3445
Matthew Goff Investment Advisor
Texas
$214K – – –
TWM
3446
Triton Wealth Management
Arizona
$213K -$4.38K -32 -2%
SWP
3447
ShoreHaven Wealth Partners
New Jersey
$213K +$1.23K +9 +0.6%
BWP
3448
Bernardo Wealth Planning
Pennsylvania
$212K -$12.6K -92 -5%
CAG
3449
Curtis Advisory Group
California
$212K -$28K -204 -11%
AFAS
3450
Acorn Financial Advisory Services
Virginia
$212K -$2.33K -17 -1%
136 137
138
139 140