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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
3451
Pacific Center for Financial Services
California
$975K +$2.55K +10 +0.3%
KWM
3452
KFG Wealth Management
Indiana
$975K +$60.5K +237 +8%
BTC
3453
Bank & Trust Company
Illinois
$973K -$6.13K -24 -0.7%
GWM
3454
Glass Wealth Management
Texas
$972K -$44.4K -174 -5%
FWP
3455
Firethorn Wealth Partners
Georgia
$971K -$11.2K -44 -1%
ACM
3456
AUA Capital Management
Pennsylvania
$969K – – –
OWA
3457
Outlook Wealth Advisors
Texas
$966K +$13.3K +52 +2%
IWA
3458
IVC Wealth Advisors
Pennsylvania
$965K +$13.5K +53 +2%
FA
3459
Forefront Analytics
Pennsylvania
$963K -$9.95K -39 -1%
MAM
3460
Mullooly Asset Management
New Jersey
$963K +$9.7K +38 +1%
FA
3461
Fiducient Advisors
Illinois
$963K -$748K -2,932 -47%
ONSWM
3462
Old North State Wealth Management
North Carolina
$962K +$76.6K +300 +10%
RFA
3463
Reyes Financial Architecture
California
$962K +$211K +828 +33%
EFG
3464
Ehrlich Financial Group
California
$961K +$26.3K +103 +3%
FAM
3465
Fairtree Asset Management
South Africa
$955K – – –
FCT
3466
First Community Trust
Iowa
$954K – – –
I2I
3467
Insight 2811 Inc
Illinois
$954K +$29.3K +115 +4%
CSF
3468
Capital Squared Financial
Maryland
$954K +$840K +3,291 New
UWP
3469
Uniting Wealth Partners
Kansas
$954K +$37K +145 +5%
PWM
3470
Partners Wealth Management
California
$954K – – –
PWM
3471
Puff Wealth Management
New Jersey
$953K +$216K +845 +35%
AZ
3472
Alpha Zero
Florida
$953K +$11.2K +44 +1%
CIA
3473
Cascade Investment Advisors
Oregon
$952K – – –
LIA
3474
LifePlan Investment Advisors
North Carolina
$951K +$592K +2,319 +242%
RC
3475
Rovin Capital
Arizona
$950K +$47.7K +187 +6%
137 138
139
140 141