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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSF
3726
Mustard Seed Financial
Arkansas
$336K – – –
WCP
3727
Wick Capital Partners
Pennsylvania
$336K +$19.6K +100 +6%
HIF
3728
Hill Island Financial
Michigan
$335K +$59.4K +304 +22%
WQ
3729
Wealth Quarterback
New Jersey
$335K -$16K -82 -5%
CS
3730
CapitalatWork SA
$335K – – –
HFRG
3731
Houlihan Financial Resource Group
Virginia
$335K – – –
C1AG
3732
Client 1st Advisory Group
Florida
$334K – – –
GCWM
3733
Graham Capital Wealth Management
District of Columbia
$334K – – –
R
3734
Rebalance
California
$334K – – –
MLFP
3735
MPS Loria Financial Planners
Illinois
$334K +$196 +1 +0.1%
KFA
3736
Krane Funds Advisors
New York
$334K -$62K -317 -16%
MGIA
3737
Matthew Goff Investment Advisor
Texas
$332K – – –
BIA
3738
Bell Investment Advisors
California
$332K +$7.43K +38 +2%
PWMG
3739
Private Wealth Management Group
New Jersey
$331K -$24.8K -127 -7%
TWM
3740
TMD Wealth Management
Arizona
$331K -$99.5K -509 -24%
FPIS
3741
Financial Planning & Information Services
Wisconsin
$331K -$3.04M -15,557 -90%
PRI
3742
Prepared Retirement Institute
Pennsylvania
$330K -$31.1K -159 -9%
CAM
3743
Clark Asset Management
New Hampshire
$330K +$121K +617 +61%
WCM
3744
Washburn Capital Management
Florida
$328K +$5.87K +30 +2%
PBF
3745
Petix & Botte Financial
California
$327K +$316K +1,616 New
SA
3746
Shilanski & Associates
Alaska
$326K -$1.17K -6 -0.4%
DCM
3747
Dimension Capital Management
Florida
$326K -$577K -2,953 -65%
IWN
3748
Independent Wealth Network
Iowa
$325K +$12.5K +64 +4%
SC
3749
Saturna Capital
Washington
$325K – – –
PCA
3750
Private Capital Advisors
Connecticut
$324K – – –
148 149
150
151 152