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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
3701
Joule Financial
Kentucky
$1.01M -$83.2K -268 -8%
EWM
3702
Elevation Wealth Management
Minnesota
$1.01M +$9.01K +29 +1%
GMFG
3703
Greater Midwest Financial Group
Minnesota
$1M +$3.1K +10 +0.3%
MWPCG
3704
Measured Wealth Private Client Group
New Hampshire
$999K -$83.2K -268 -8%
WFS
3705
WealthGarden F.S.
California
$998K +$3.42K +11 +0.4%
BWM
3706
BNB Wealth Management
Maryland
$997K -$25.5K -82 -3%
CFM
3707
Cornerstone Financial Management
Massachusetts
$997K -$40.4K -130 -4%
LFA
3708
Laraway Financial Advisors
Minnesota
$997K – – –
AA
3709
Acorns Advisers
California
$996K +$108K +348 +13%
MJRIC
3710
Mogy Joel R Investment Counsel
California
$995K – – –
IAG
3711
Investmark Advisory Group
Connecticut
$995K +$2.17K +7 +0.2%
DCM
3712
Driehaus Capital Management
Illinois
$993K – – –
GFG
3713
Genesis Financial Group
New Jersey
$993K -$13.7K -44 -1%
FEG
3714
Financial Enhancement Group
Indiana
$992K +$28.9K +93 +3%
MWM
3715
MOR Wealth Management
Pennsylvania
$992K +$504K +1,622 +115%
SP
3716
Successful Portfolios
Florida
$992K -$28.3K -91 -3%
CFO
3717
Collective Family Office
Pennsylvania
$992K -$46.6K -150 -5%
IA
3718
Invested Advisors
Pennsylvania
$988K -$56.5K -182 -6%
MWM
3719
Mindset Wealth Management
Indiana
$982K -$29.8K -96 -3%
CA
3720
CapWealth Advisors
Tennessee
$982K +$8.38K +27 +0.9%
HIW
3721
Holos Integrated Wealth
Pennsylvania
$982K -$5.28K -17 -0.6%
ACA
3722
American Capital Advisory
Idaho
$980K -$13K -42 -1%
EFG
3723
Ehrlich Financial Group
California
$980K -$17.4K -56 -2%
VFP
3724
Verus Financial Partners
Virginia
$979K -$12.1K -39 -1%
PWS
3725
Pursuit Wealth Strategies
North Carolina
$977K -$83.5K -269 -8%
147 148
149
150 151