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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
3501
Better Money Decisions
New Mexico
$233K – – –
GCWM
3502
Graham Capital Wealth Management
District of Columbia
$233K – – –
SC
3503
Saturna Capital
Washington
$233K -$60.4K -403 -20%
CC
3504
Copperleaf Capital
North Carolina
$233K +$4.65K +31 +2%
KCM
3505
Kendall Capital Management
Maryland
$231K – – –
SCA
3506
Sage Capital Advisors
South Dakota
$229K +$4.5K +30 +2%
RA
3507
Riverstone Advisors
Texas
$229K -$31.9K -213 -12%
ACM
3508
Avalon Capital Management
California
$229K +$236K +1,576 New
CI
3509
Carroll Investors
South Carolina
$228K +$232K +1,546 New
PFP
3510
Paragon Financial Partners
California
$228K +$150 +1 +0.1%
MWP
3511
Madison Wealth Partners
Wisconsin
$228K +$6.15K +41 +3%
TFA
3512
Toth Financial Advisory
Virginia
$227K +$8.54K +57 +4%
D
3513
Dentgroup
Louisiana
$226K +$1.35K +9 +0.6%
ONSWM
3514
Old North State Wealth Management
North Carolina
$226K +$11.8K +79 +5%
MWM
3515
MBE Wealth Management
Wisconsin
$226K +$600 +4 +0.3%
NRW
3516
Nova R Wealth
Kansas
$225K -$58.5K -390 -20%
MWM
3517
Maripau Wealth Management
Indiana
$224K +$232K +1,546 New
VBFP
3518
Valtinson Bruner Financial Planning
Minnesota
$224K +$150 +1 +0.1%
SRWM
3519
Shira Ridge Wealth Management
California
$224K +$231K +1,543 New
CMI
3520
Clare Market Investments
Texas
$223K -$90.8K -606 -28%
LFS
3521
Lutz Financial Services
Nebraska
$223K +$5.4K +36 +2%
CWA
3522
Continuum Wealth Advisors
New York
$223K – – –
CWM
3523
Cedar Wealth Management
California
$222K – – –
EP
3524
Essential Planning
New Hampshire
$222K – – –
B
3525
Bensler
Washington
$222K +$14.8K +99 +7%
139 140
141
142 143