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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
3651
Wealthspan Partners
Iowa
$402K -$4.84K -23 -1%
VBFG
3652
Vishria Bird Financial Group
Tennessee
$401K – – –
FAM
3653
Family Asset Management
South Carolina
$400K +$421 +2 +0.1%
EWM
3654
Echo Wealth Management
Minnesota
$399K -$73.9K -351 -16%
TVM
3655
True Vision MN
Minnesota
$399K +$3.3M +15,680 New
GWA
3656
Gratus Wealth Advisors
Virginia
$399K +$211 +1 +0.1%
RA
3657
Riverstone Advisors
Texas
$398K +$632 +3 +0.2%
CWM
3658
Campbell Wealth Management
Virginia
$398K -$38.1K -181 -9%
T
3659
TOBAM
France
$398K +$65.9K +313 +20%
GC
3660
GFG Capital
Florida
$398K -$513K -2,436 -39%
KNFPWM
3661
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$397K +$2.11K +10 +0.5%
SWMG
3662
Signature Wealth Management Group
Georgia
$397K -$44.2K -210 -10%
RHJA
3663
Rice Hall James & Associates
California
$397K -$37.1K -176 -9%
JTWM
3664
Jackson Thornton Wealth Management
Alabama
$397K – – –
MFA
3665
Morling Financial Advisors
California
$396K -$12.8K -61 -3%
DJYG
3666
David J. Yvars Group
Florida
$396K – – –
RFP
3667
Roth Financial Partners
Texas
$396K – – –
PGF
3668
Plan Group Financial
Oklahoma
$395K +$176K +836 +81%
VFP
3669
Verus Financial Partners
Virginia
$395K -$30.3K -144 -7%
AWM
3670
Adams Wealth Management
Utah
$394K – – –
CI
3671
CacheTech Inc
Utah
$394K – – –
AM
3672
Atwater Malick
Pennsylvania
$392K – – –
CW
3673
Cook Wealth
North Carolina
$390K -$252K -1,196 -41%
DC
3674
Defender Capital
North Carolina
$390K – – –
AFA
3675
American Financial Advisors
Georgia
$390K -$20.9K -99 -5%
145 146
147
148 149