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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3476
BCS Wealth Management
Tennessee
$228K +$216K +1,569 New
SCA
3477
Sage Capital Advisors
South Dakota
$226K -$4.81K -35 -2%
MWM
3478
MBE Wealth Management
Wisconsin
$226K +$213K +1,551 New
D
3479
Dentgroup
Louisiana
$225K +$1.51K +11 +0.7%
CWM
3480
ClientFirst Wealth Management
Arkansas
$225K +$207K +1,504 New
PCMK
3481
Paragon Capital Management (Kansas)
Kansas
$225K -$9.49K -69 -4%
AIFAIM
3482
American Institute for Advanced Investment Management
Arizona
$224K +$212K +1,543 New
VBFP
3483
Valtinson Bruner Financial Planning
Minnesota
$224K +$212K +1,542 New
SWP
3484
ShoreHaven Wealth Partners
New Jersey
$224K -$12.4K -90 -6%
RLIM
3485
Red Lighthouse Investment Management
New York
$224K – – –
KWM
3486
KFG Wealth Management
Indiana
$224K +$212K +1,538 New
CWA
3487
Continuum Wealth Advisors
New York
$223K – – –
CWM
3488
Cedar Wealth Management
California
$223K – – –
EP
3489
Essential Planning
New Hampshire
$223K +$211K +1,534 New
AA
3490
AJ Advisors
Tennessee
$223K +$211K +1,534 New
LD
3491
Lipe & Dalton
New York
$223K -$11.7K -85 -5%
FSA
3492
Financial Services Advisory
Maryland
$223K +$211K +1,533 New
MWP
3493
Madison Wealth Partners
Wisconsin
$223K +$211K +1,531 New
AFA
3494
American Financial Advisors
Georgia
$222K +$210K +1,530 New
BWM
3495
Boyd Wealth Management
California
$222K +$210K +1,527 New
ORI
3496
Oak Ridge Investments
Illinois
$222K -$17.3K -126 -8%
VBWMG
3497
Von Berge Wealth Management Group
California
$221K +$209K +1,520 New
RWA
3498
Redmont Wealth Advisors
Illinois
$220K +$209K +1,516 New
WIM
3499
Warwick Investment Management
Texas
$220K +$208K +1,515 New
FDS
3500
Freedom Day Solutions
Texas
$220K +$208K +1,513 New
138 139
140
141 142