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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3751
Continuum Wealth Advisors
New York
$308K – – –
RCM
3752
Rain Capital Management
Oregon
$307K +$9.92K +55 +4%
BWM
3753
Boyd Wealth Management
California
$306K – – –
PPWM
3754
Perissos Private Wealth Management
Oklahoma
$305K +$275K +1,525 New
PWM
3755
Power Wealth Management
Georgia
$305K -$20.8K -115 -7%
RIP
3756
RAM Investment Partners
Washington
$305K +$31.6K +175 +13%
YCG
3757
Yeomans Consulting Group
Georgia
$304K +$5.41K +30 +2%
TWM
3758
Trevian Wealth Management
Massachusetts
$303K +$1.62K +9 +0.6%
SCM
3759
Sebold Capital Management
Illinois
$303K +$4.51K +25 +2%
BMM
3760
Berkshire Money Management
Massachusetts
$302K +$272K +1,510 New
B
3761
Barings
North Carolina
$302K +$272K +1,508 New
GWAG
3762
Garrett Wealth Advisory Group
Texas
$302K +$180 +1 +0.1%
RA
3763
Rational Advisors
New York
$301K -$141K -782 -34%
GCL
3764
Gouws Capital LLC
North Carolina
$300K -$12.6K -70 -4%
BLAM
3765
Bourne Lent Asset Management
New York
$300K – – –
CAG
3766
Curtis Advisory Group
California
$300K – – –
MWM
3767
Maripau Wealth Management
Indiana
$300K -$20.4K -113 -7%
LFASL
3768
Lugano Financial Advisors SA (LFA)
Switzerland
$298K – – –
FWM
3769
FFT Wealth Management
Pennsylvania
$298K +$10.3K +57 +4%
SWM
3770
Seed Wealth Management
Illinois
$298K – – –
FIC
3771
Family Investment Center
Missouri
$297K – – –
UC
3772
Unio Capital
New Jersey
$296K -$30.7K -170 -10%
HF
3773
Halpern Financial
Virginia
$295K – – –
CFGA
3774
Cambridge Financial Group (Arizona)
Arizona
$294K -$55.6K -308 -17%
O3W
3775
Omni 360 Wealth
New Jersey
$294K -$3.43K -19 -1%
149 150
151
152 153