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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
3576
DHJJ Financial Advisors
Illinois
$328K +$8.49K +56 +3%
FWM
3577
FSA Wealth Management
Massachusetts
$327K -$161K -1,061 -36%
CTFG
3578
Capstone Triton Financial Group
Oklahoma
$327K – – –
NAG
3579
Northstar Advisory Group
New Jersey
$326K -$229K -1,514 -44%
RWMG
3580
Redwood Wealth Management Group
New Jersey
$325K +$152 +1 +0.1%
KC
3581
Kinloch Capital
Virginia
$325K +$9.09K +60 +3%
TPWA
3582
Twin Peaks Wealth Advisors
California
$325K +$289K +1,907 New
WA
3583
WESPAC Advisors
California
$324K -$6.82K -45 -2%
RPG
3584
Resource Planning Group
Georgia
$324K – – –
BWA
3585
BlueChip Wealth Advisors
Georgia
$323K +$288K +1,901 New
CAM
3586
Crestone Asset Management
Colorado
$323K -$177K -1,165 -38%
FSCM
3587
Front Street Capital Management
Montana
$322K -$6.52K -43 -2%
SCA
3588
Sage Capital Advisors
South Dakota
$322K +$47.1K +311 +20%
PIS
3589
POM Investment Strategies
North Carolina
$321K +$286K +1,890 New
MPCA
3590
Madison Park Capital Advisors
Washington
$321K +$286K +1,890 New
JTWM
3591
Jackson Thornton Wealth Management
Alabama
$320K +$22K +145 +8%
TWA
3592
Tandem Wealth Advisors
Arizona
$320K – – –
RA
3593
Riverstone Advisors
Texas
$320K +$45.5K +300 +19%
MCM
3594
McDonough Capital Management
Florida
$319K +$2.27K +15 +0.8%
WFPG
3595
Waller Financial Planning Group
Ohio
$319K +$25K +165 +10%
DWM
3596
Denver Wealth Management
Colorado
$319K +$1.82K +12 +0.6%
SHWM
3597
Smith & Howard Wealth Management
Georgia
$319K -$2.12K -14 -0.7%
AWM
3598
Adams Wealth Management
Utah
$318K -$5.91K -39 -2%
RFP
3599
Roth Financial Partners
Texas
$318K +$67.4K +445 +31%
RWM
3600
Ruedi Wealth Management
Illinois
$318K +$6.21K +41 +2%
142 143
144
145 146