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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
3726
Hillcrest Wealth Advisors
New Jersey
$1.01M +$26.4K +85 +3%
JF
3727
Joule Financial
Kentucky
$1.01M -$83.2K -268 -8%
EWM
3728
Elevation Wealth Management
Minnesota
$1.01M +$9.01K +29 +1%
GMFG
3729
Greater Midwest Financial Group
Minnesota
$1M +$3.1K +10 +0.3%
MWPCG
3730
Measured Wealth Private Client Group
New Hampshire
$999K -$83.2K -268 -8%
WFS
3731
WealthGarden F.S.
California
$998K +$3.42K +11 +0.4%
BWM
3732
BNB Wealth Management
Maryland
$997K -$25.5K -82 -3%
CFM
3733
Cornerstone Financial Management
Massachusetts
$997K -$40.4K -130 -4%
LFA
3734
Laraway Financial Advisors
Minnesota
$997K – – –
AA
3735
Acorns Advisers
California
$996K +$108K +348 +13%
MJRIC
3736
Mogy Joel R Investment Counsel
California
$995K – – –
IAG
3737
Investmark Advisory Group
Connecticut
$995K +$2.17K +7 +0.2%
DCM
3738
Driehaus Capital Management
Illinois
$993K – – –
GFG
3739
Genesis Financial Group
New Jersey
$993K -$13.7K -44 -1%
FEG
3740
Financial Enhancement Group
Indiana
$992K +$28.9K +93 +3%
MWM
3741
MOR Wealth Management
Pennsylvania
$992K +$504K +1,622 +115%
SP
3742
Successful Portfolios
Florida
$992K -$28.3K -91 -3%
CFO
3743
Collective Family Office
Pennsylvania
$992K -$46.6K -150 -5%
IA
3744
Invested Advisors
Pennsylvania
$988K -$56.5K -182 -6%
MWM
3745
Mindset Wealth Management
Indiana
$982K -$29.8K -96 -3%
CA
3746
CapWealth Advisors
Tennessee
$982K +$8.38K +27 +0.9%
HIW
3747
Holos Integrated Wealth
Pennsylvania
$982K -$5.28K -17 -0.6%
ACA
3748
American Capital Advisory
Idaho
$980K -$13K -42 -1%
EFG
3749
Ehrlich Financial Group
California
$980K -$17.4K -56 -2%
VFP
3750
Verus Financial Partners
Virginia
$979K -$12.1K -39 -1%
148 149
150
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