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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
3576
Elevatus Welath Management
New York
$416K -$21.7K -111 -5%
LFA
3577
Level Financial Advisors
New York
$416K +$6.26K +32 +2%
VFP
3578
Verus Financial Partners
Virginia
$415K +$391 +2 +0.1%
TCM
3579
Triumph Capital Management
Colorado
$414K -$3.71K -19 -0.9%
FA
3580
Fermata Advisors
California
$414K -$191K -975 -32%
FDS
3581
Freedom Day Solutions
Texas
$414K -$5.87K -30 -1%
JSA
3582
Jacobson & Schmitt Advisors
Wisconsin
$413K +$400K +2,044 New
BWCS
3583
Beirne Wealth Consulting Services
Connecticut
$410K – – –
PIS
3584
POM Investment Strategies
North Carolina
$409K +$26.2K +134 +7%
SAW
3585
Signal Advisors Wealth
Michigan
$409K -$1.41M -7,191 -78%
SHWM
3586
Smith & Howard Wealth Management
Georgia
$409K +$36.4K +186 +10%
SSC
3587
Syverson Strege & Co
Iowa
$409K -$1.37K -7 -0.3%
CWA
3588
Centennial Wealth Advisory
Michigan
$409K +$80.5K +412 +26%
EGWAG
3589
Elwood & Goetz Wealth Advisory Group
Georgia
$408K – – –
WHCI
3590
W.H. Cornerstone Investments
Massachusetts
$408K -$1.76K -9 -0.4%
JFG
3591
JMG Financial Group
Illinois
$408K – – –
EWA
3592
Encompass Wealth Advisors
Oregon
$407K +$391 +2 +0.1%
KPWG
3593
KFA Private Wealth Group
Virginia
$406K -$92.9K -475 -19%
BEW
3594
Burton Enright Welch
California
$405K -$16.8K -86 -4%
TWA
3595
Tandem Wealth Advisors
Arizona
$405K – – –
GCM
3596
Glaxis Capital Management
Florida
$405K +$391K +2,000 New
PAWA
3597
Palo Alto Wealth Advisors
California
$403K +$2.35K +12 +0.6%
AFAS
3598
Acorn Financial Advisory Services
Virginia
$403K +$391 +2 +0.1%
CFGSD
3599
Compass Financial Group (South Dakota)
South Dakota
$402K +$978 +5 +0.3%
HFW
3600
Horizon Family Wealth
Illinois
$401K +$2.35K +12 +0.6%
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