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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3626
Luken Investment Analytics
Tennessee
$391K – – –
WP
3627
Wealthspan Partners
Iowa
$390K -$4.3K -22 -1%
MPCA
3628
Madison Park Capital Advisors
Washington
$390K -$391 -2 -0.1%
TFO
3629
Tarbox Family Office
California
$390K – – –
NI
3630
NDVR Inc
Massachusetts
$389K +$101K +515 +37%
NAG
3631
Northstar Advisory Group
New Jersey
$389K +$587 +3 +0.2%
DFA
3632
DHJJ Financial Advisors
Illinois
$387K -$978 -5 -0.3%
VAF
3633
Values Added Financial
District of Columbia
$387K +$105K +539 +39%
TPWA
3634
Twin Peaks Wealth Advisors
California
$386K +$38.1K +195 +11%
APW
3635
Axim Planning & Wealth
Ohio
$386K +$14.3K +73 +4%
CP
3636
Cumberland Partners
Ontario, Canada
$385K -$62.2K -318 -14%
RWMG
3637
Redwood Wealth Management Group
New Jersey
$385K +$3.71K +19 +1%
CWM
3638
CarsonAllaria Wealth Management
Illinois
$385K -$33.2K -170 -8%
VBFG
3639
Vishria Bird Financial Group
Tennessee
$385K +$3.13K +16 +0.8%
LAM
3640
Lewis Asset Management
California
$385K +$25.2K +129 +7%
JA
3641
JVL Associates
Michigan
$385K -$1.76K -9 -0.5%
I
3642
InceptionR
California
$384K -$861K -4,402 -70%
FAM
3643
Family Asset Management
South Carolina
$383K +$28.7K +147 +8%
RA
3644
Riverstone Advisors
Texas
$381K +$587 +3 +0.2%
TFP
3645
Traction Financial Partners
Wyoming
$381K +$978 +5 +0.3%
AA
3646
AlphaCentric Advisors
Puerto Rico
$381K +$179K +915 +94%
JTWM
3647
Jackson Thornton Wealth Management
Alabama
$381K – – –
DJYG
3648
David J. Yvars Group
Florida
$380K +$24K +123 +7%
PWA
3649
Provenance Wealth Advisors
Florida
$380K -$3.91K -20 -1%
RFP
3650
Roth Financial Partners
Texas
$380K – – –
144 145
146
147 148