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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3776
Boyd Wealth Management
California
$309K – – –
GCP
3777
Gill Capital Partners
Colorado
$309K – – –
PPWM
3778
Perissos Private Wealth Management
Oklahoma
$308K – – –
DW
3779
Dodds Wealth
Colorado
$308K +$39.1K +200 +16%
CFGA
3780
Cambridge Financial Group (Arizona)
Arizona
$307K +$9.58K +49 +3%
CWA
3781
Cascade Wealth Advisors
Washington
$306K – – –
O3W
3782
Omni 360 Wealth
New Jersey
$306K +$8.8K +45 +3%
TWM
3783
Trevian Wealth Management
Massachusetts
$306K – – –
HWMT
3784
Heritage Wealth Management (Texas)
Texas
$306K +$295K +1,511 New
CA
3785
Cumberland Advisors
Florida
$305K -$2.97M -15,180 -91%
RCI
3786
RS Crum Inc
California
$305K +$295K +1,509 New
B
3787
Barings
North Carolina
$305K – – –
BLAM
3788
Bourne Lent Asset Management
New York
$303K – – –
CAG
3789
Curtis Advisory Group
California
$303K – – –
GCL
3790
Gouws Capital LLC
North Carolina
$303K – – –
AGDI
3791
Absolute Gestao de Investimentos
Brazil
$303K +$293K +1,500 New
ONGA
3792
O'Neil Global Advisors
California
$303K +$293K +1,500 New
SWM
3793
Seed Wealth Management
Illinois
$303K – – –
PWA
3794
Peterson Wealth Advisors
Utah
$302K +$10.6K +54 +4%
LFASL
3795
Lugano Financial Advisors SA (LFA)
Switzerland
$301K – – –
PFP
3796
Paragon Financial Partners
California
$300K -$13.9K -71 -5%
FIC
3797
Family Investment Center
Missouri
$300K – – –
HP
3798
Highlander Partners
Texas
$300K – – –
PCMK
3799
Paragon Capital Management (Kansas)
Kansas
$298K +$13.1K +67 +5%
AA
3800
AlphaMark Advisors
Kentucky
$296K – – –
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152
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