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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
3426
Houlihan Financial Resource Group
Virginia
$222K -$9.45K -69 -4%
LA
3427
Lakeside Advisors
Washington
$222K +$137 +1 +0.1%
TWM
3428
TMD Wealth Management
Arizona
$222K -$3.42K -25 -1%
FIC
3429
Family Investment Center
Missouri
$221K +$232K +1,694 New
E
3430
ETFidea
New York
$221K – – –
AL
3431
ADE LLC
Maryland
$220K – – –
BWA
3432
Beam Wealth Advisors
Louisiana
$220K -$548 -4 -0.2%
CPA
3433
Capital Performance Advisors
California
$220K +$13.7K +100 +6%
LAM
3434
Lifestyle Asset Management
Texas
$220K +$20.1K +147 +10%
C
3435
Covestor
United Kingdom
$220K -$63.3K -462 -22%
WPWM
3436
Western Pacific Wealth Management
Illinois
$220K -$9.59K -70 -4%
RWM
3437
Rezny Wealth Management
Florida
$219K +$22.9K +167 +11%
WFA
3438
Wellspring Financial Advisors
Ohio
$219K -$123K -896 -35%
IDA
3439
Intelligence Driven Advisers
California
$218K -$30.1K -220 -11%
AFGAS
3440
Allegiance Financial Group Advisory Services
Virginia
$218K +$274 +2 +0.1%
ORI
3441
Oak Ridge Investments
Illinois
$215K -$34K -248 -13%
R
3442
Rebalance
California
$215K – – –
SWA
3443
Strata Wealth Advisors
Texas
$215K -$8.91K -65 -4%
RFP
3444
Roth Financial Partners
Texas
$214K -$2.19K -16 -1%
JPLA
3445
Joseph P. Lucia & Associates
New York
$214K – – –
MGIA
3446
Matthew Goff Investment Advisor
Texas
$214K – – –
TWM
3447
Triton Wealth Management
Arizona
$213K -$4.38K -32 -2%
SWP
3448
ShoreHaven Wealth Partners
New Jersey
$213K +$1.23K +9 +0.6%
BWP
3449
Bernardo Wealth Planning
Pennsylvania
$212K -$12.6K -92 -5%
CAG
3450
Curtis Advisory Group
California
$212K -$28K -204 -11%
136 137
138
139 140