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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KNFPWM
3651
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$379K +$196 +1 +0.1%
AWM
3652
Adams Wealth Management
Utah
$378K – – –
CI
3653
CacheTech Inc
Utah
$378K +$365K +1,869 New
AM
3654
Atwater Malick
Pennsylvania
$376K – – –
WWM
3655
WT Wealth Management
Arizona
$376K -$3.32M -17,005 -90%
EWA
3656
Emergent Wealth Advisors
New York
$375K +$15.2K +78 +4%
DWP
3657
Destiny Wealth Partners
Florida
$374K -$2.35K -12 -0.6%
SWM
3658
Solano Wealth Management
California
$374K -$101K -516 -22%
FZCM
3659
Flynn Zito Capital Management
New York
$374K +$5.08K +26 +1%
DC
3660
Defender Capital
North Carolina
$374K – – –
CWAF
3661
Core Wealth Advisors (Florida)
Florida
$374K +$21.1K +108 +6%
HWM
3662
HFR Wealth Management
New York
$373K – – –
DWM
3663
Denver Wealth Management
Colorado
$372K -$8.99K -46 -2%
DWS
3664
Dynamic Wealth Strategies
California
$372K -$11.9K -61 -3%
SC
3665
Schiavi & Co
Delaware
$371K -$2.74K -14 -0.8%
SSW
3666
Smith Shellnut Wilson
Mississippi
$371K – – –
CCM
3667
Chickasaw Capital Management
Tennessee
$369K – – –
SC
3668
Sykon Capital
New York
$368K -$48.9K -250 -12%
RIM
3669
Rockbridge Investment Management
New York
$368K +$19K +97 +6%
PAG
3670
Private Advisory Group
Washington
$367K +$152K +777 +75%
TCM
3671
Tang Capital Management
California
$366K +$354K +1,811 New
OWMIAS
3672
One Wealth Management Investment & Advisory Services
Florida
$366K -$1.37K -7 -0.4%
SA
3673
Skyline Advisors
Washington
$365K -$48.9K -250 -12%
LD
3674
Lipe & Dalton
New York
$364K – – –
TCMP
3675
Thrive Capital Management (Pennsylvania)
Pennsylvania
$364K +$38.5K +197 +12%
145 146
147
148 149