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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VBWMG
3601
Von Berge Wealth Management Group
California
$427K -$5.48K -26 -1%
AFAS
3602
Acorn Financial Advisory Services
Virginia
$427K +$6.32K +30 +2%
SHWM
3603
Smith & Howard Wealth Management
Georgia
$427K – – –
KFS
3604
Kaizen Financial Strategies
California
$426K +$632 +3 +0.1%
NI
3605
NDVR Inc
Massachusetts
$426K +$21.1K +100 +5%
EWA
3606
Encompass Wealth Advisors
Oregon
$425K +$632 +3 +0.1%
JSA
3607
Jacobson & Schmitt Advisors
Wisconsin
$425K -$6.11K -29 -1%
FWMM
3608
Foundation Wealth Management (Missouri)
Missouri
$422K -$20K -95 -5%
BEW
3609
Burton Enright Welch
California
$422K – – –
SCM
3610
Shapiro Capital Management
Georgia
$422K -$185K -880 -31%
GCM
3611
Glaxis Capital Management
Florida
$422K – – –
HFW
3612
Horizon Family Wealth
Illinois
$421K +$2.11K +10 +0.5%
KFS
3613
Kurt F. Somerville
$421K +$9.69K +46 +2%
CFGSD
3614
Compass Financial Group (South Dakota)
South Dakota
$420K +$843 +4 +0.2%
WFC
3615
Western Financial Corp
California
$419K +$1.69K +8 +0.4%
APS
3616
American Planning Services
Florida
$419K – – –
CPW
3617
Catalyst Private Wealth
California
$418K -$27.6K -131 -6%
RWMG
3618
Redwood Wealth Management Group
New Jersey
$418K +$15.8K +75 +4%
TWA
3619
Tandem Wealth Advisors
Arizona
$418K -$4.21K -20 -1%
OA
3620
Oceanside Advisors
South Carolina
$418K – – –
SFPG
3621
Stonebridge Financial Planning Group
Florida
$418K +$48.4K +230 +13%
PWA
3622
Provenance Wealth Advisors
Florida
$416K +$19.8K +94 +5%
LGWM
3623
Litman Gregory Wealth Management
California
$416K – – –
CCIA
3624
Cherry Creek Investment Advisors
Colorado
$415K +$2.11K +10 +0.5%
SWIM
3625
Smallwood Wealth Investment Management
New Jersey
$415K – – –
143 144
145
146 147