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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
3826
Waypoint Wealth Partners
California
$308K -$339K -1,610 -52%
GA
3827
Greenspring Advisors
Maryland
$308K +$83K +394 +37%
AA
3828
AlphaMark Advisors
Kentucky
$307K -$2.11K -10 -0.7%
NRW
3829
Nova R Wealth
Kansas
$305K +$1.26K +6 +0.4%
CFS
3830
Cannon Financial Strategists
Georgia
$305K -$45.9K -218 -13%
CWA
3831
Clarus Wealth Advisors
Arizona
$304K +$4.84K +23 +2%
NEPPG
3832
New England Professional Planning Group
Rhode Island
$304K – – –
APM
3833
Advanced Portfolio Management
New York
$304K -$263K -1,248 -46%
SCM
3834
Sebold Capital Management
Illinois
$303K +$2.32K +11 +0.8%
VBFP
3835
Valtinson Bruner Financial Planning
Minnesota
$302K +$23.4K +111 +8%
AL
3836
ACAS LLC
California
$302K +$21.7K +103 +8%
GC
3837
Gibson Capital
Pennsylvania
$302K – – –
RFN
3838
Redwood Financial Network
Ohio
$302K +$47.2K +224 +19%
EP
3839
Essential Planning
New Hampshire
$302K +$27.2K +129 +10%
AFS
3840
Annapolis Financial Services
Maryland
$301K +$3.58K +17 +1%
KWA
3841
Kellett Wealth Advisors
Ohio
$300K +$32.6K +155 +12%
DB
3842
Dravo Bay
Delaware
$300K -$5.05K -24 -2%
SAM
3843
Satovsky Asset Management
New York
$300K +$54.8K +260 +22%
MFGP
3844
Marshall Financial Group (Pennsylvania)
Pennsylvania
$299K -$175K -829 -37%
FI
3845
FWG Investments
Kentucky
$297K +$53.3K +253 +22%
RK
3846
Rather & Kittrell
Tennessee
$297K +$8K +38 +3%
WCP
3847
Wick Capital Partners
Pennsylvania
$296K -$53.9K -256 -15%
HIF
3848
Hill Island Financial
Michigan
$295K -$54.1K -257 -16%
SSC
3849
Syverson Strege & Co
Iowa
$295K -$131K -620 -31%
NMM
3850
Naples Money Management
Florida
$295K +$4.21K +20 +1%
152 153
154
155 156