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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3451
Laraway Financial Advisors
Minnesota
$827K – – –
AWM
3452
Altus Wealth Management
Kentucky
$827K +$1.53K +6 +0.2%
PP
3453
Postrock Partners
Oregon
$825K – – –
FA
3454
Forefront Analytics
Pennsylvania
$824K +$3.82K +15 +0.4%
PCFFS
3455
Pacific Center for Financial Services
California
$823K +$765 +3 +0.1%
LWM
3456
LongView Wealth Management
Georgia
$822K -$57.4K -225 -6%
VW
3457
Vance Wealth
California
$822K +$117K +459 +16%
FPF
3458
First Pacific Financial
Washington
$822K +$75.7K +297 +10%
PA
3459
Persium Advisors
Georgia
$821K -$30.3K -119 -3%
ACM
3460
AUA Capital Management
Pennsylvania
$820K – – –
OA
3461
Operose Advisors
Wisconsin
$818K +$158K +621 +23%
CHP
3462
Cable Hill Partners
Oregon
$818K +$148K +580 +21%
TA
3463
TCM Advisors
West Virginia
$816K – – –
MAG
3464
MRA Advisory Group
New Jersey
$814K -$285K -1,116 -25%
MSWMA
3465
Market Street Wealth Management Advisors
Indiana
$814K +$65.3K +256 +8%
IF
3466
Integrity Financial
Wyoming
$813K +$132K +516 +18%
ACA
3467
Ackerman Capital Advisors
Texas
$811K +$45.6K +179 +6%
RWM
3468
RBA Wealth Management
California
$811K -$35.7K -140 -4%
AWM
3469
Abound Wealth Management
Tennessee
$811K -$1.27K -5 -0.2%
ADBIC
3470
A.D. Beadell Investment Counsel
Wisconsin
$810K -$97.6K -383 -10%
FAM
3471
Fairtree Asset Management
South Africa
$808K +$840K +3,293 New
FCT
3472
First Community Trust
Iowa
$808K -$8.92K -35 -1%
CA
3473
Capital Advantage
California
$807K – – –
EWP
3474
Elevation Wealth Partners
California
$806K -$3.31K -13 -0.4%
CIA
3475
Cascade Investment Advisors
Oregon
$805K -$44.6K -175 -5%
137 138
139
140 141