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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
3726
USAdvisors Wealth Management
Minnesota
$263K +$234K +1,546 New
KWM
3727
KFG Wealth Management
Indiana
$262K -$14.1K -93 -6%
CWA
3728
Continuum Wealth Advisors
New York
$261K – – –
EP
3729
Essential Planning
New Hampshire
$261K – – –
SFA
3730
Seneca Financial Advisors
New York
$260K +$909 +6 +0.4%
LD
3731
Lipe & Dalton
New York
$260K – – –
BWM
3732
Boyd Wealth Management
California
$260K -$22.7K -150 -9%
GCP
3733
Gill Capital Partners
Colorado
$260K +$231K +1,526 New
BHWM
3734
Beaird Harris Wealth Management
Texas
$259K +$14.2K +94 +7%
WHCI
3735
W.H. Cornerstone Investments
Massachusetts
$258K +$14.5K +96 +7%
SWM
3736
Seed Wealth Management
Illinois
$257K – – –
DB
3737
Dravo Bay
Delaware
$257K +$229K +1,508 New
GWAG
3738
Garrett Wealth Advisory Group
Texas
$256K +$8.79K +58 +4%
KFP
3739
Keener Financial Planning
Texas
$256K +$228K +1,507 New
QCIG
3740
Quad-Cities Investment Group
Iowa
$255K +$3.18K +21 +1%
HF
3741
Halpern Financial
Virginia
$255K +$6.67K +44 +3%
BLAM
3742
Bourne Lent Asset Management
New York
$255K – – –
CAG
3743
Curtis Advisory Group
California
$255K – – –
TWM
3744
Trevian Wealth Management
Massachusetts
$255K -$24.2K -160 -10%
CMS
3745
Capital Market Strategies
Florida
$254K +$152 +1 +0.1%
LFASL
3746
Lugano Financial Advisors SA (LFA)
Switzerland
$253K +$15.9K +105 +8%
YCG
3747
Yeomans Consulting Group
Georgia
$253K +$226K +1,489 New
O3W
3748
Omni 360 Wealth
New Jersey
$253K +$225K +1,487 New
SCM
3749
Sebold Capital Management
Illinois
$253K -$42.6K -281 -16%
FIC
3750
Family Investment Center
Missouri
$252K – – –
148 149
150
151 152