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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
3651
Values Added Financial
District of Columbia
$403K – – –
DFA
3652
DHJJ Financial Advisors
Illinois
$403K -$211 -1 -0.1%
RAG
3653
RIA Advisory Group
Iowa
$402K +$402K +1,909 New
WP
3654
Wealthspan Partners
Iowa
$402K -$4.84K -23 -1%
VBFG
3655
Vishria Bird Financial Group
Tennessee
$401K – – –
FAM
3656
Family Asset Management
South Carolina
$400K +$421 +2 +0.1%
EWM
3657
Echo Wealth Management
Minnesota
$399K -$73.9K -351 -16%
TVM
3658
True Vision MN
Minnesota
$399K +$3.3M +15,680 New
GWA
3659
Gratus Wealth Advisors
Virginia
$399K +$211 +1 +0.1%
RA
3660
Riverstone Advisors
Texas
$398K +$632 +3 +0.2%
CWM
3661
Campbell Wealth Management
Virginia
$398K -$38.1K -181 -9%
T
3662
TOBAM
France
$398K +$65.9K +313 +20%
GC
3663
GFG Capital
Florida
$398K -$513K -2,436 -39%
KNFPWM
3664
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$397K +$2.11K +10 +0.5%
SWMG
3665
Signature Wealth Management Group
Georgia
$397K -$44.2K -210 -10%
RHJA
3666
Rice Hall James & Associates
California
$397K -$37.1K -176 -9%
JTWM
3667
Jackson Thornton Wealth Management
Alabama
$397K – – –
MFA
3668
Morling Financial Advisors
California
$396K -$12.8K -61 -3%
DJYG
3669
David J. Yvars Group
Florida
$396K – – –
RFP
3670
Roth Financial Partners
Texas
$396K – – –
PGF
3671
Plan Group Financial
Oklahoma
$395K +$176K +836 +81%
VFP
3672
Verus Financial Partners
Virginia
$395K -$30.3K -144 -7%
AWM
3673
Adams Wealth Management
Utah
$394K – – –
CI
3674
CacheTech Inc
Utah
$394K – – –
AM
3675
Atwater Malick
Pennsylvania
$392K – – –
145 146
147
148 149