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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
3826
Nova R Wealth
Kansas
$305K +$1.26K +6 +0.4%
CFS
3827
Cannon Financial Strategists
Georgia
$305K -$45.9K -218 -13%
CWA
3828
Clarus Wealth Advisors
Arizona
$304K +$4.84K +23 +2%
NEPPG
3829
New England Professional Planning Group
Rhode Island
$304K – – –
APM
3830
Advanced Portfolio Management
New York
$304K -$263K -1,248 -46%
SCM
3831
Sebold Capital Management
Illinois
$303K +$2.32K +11 +0.8%
VBFP
3832
Valtinson Bruner Financial Planning
Minnesota
$302K +$23.4K +111 +8%
AL
3833
ACAS LLC
California
$302K +$21.7K +103 +8%
GC
3834
Gibson Capital
Pennsylvania
$302K – – –
RFN
3835
Redwood Financial Network
Ohio
$302K +$47.2K +224 +19%
EP
3836
Essential Planning
New Hampshire
$302K +$27.2K +129 +10%
AFS
3837
Annapolis Financial Services
Maryland
$301K +$3.58K +17 +1%
KWA
3838
Kellett Wealth Advisors
Ohio
$300K +$32.6K +155 +12%
DB
3839
Dravo Bay
Delaware
$300K -$5.05K -24 -2%
SAM
3840
Satovsky Asset Management
New York
$300K +$54.8K +260 +22%
MFGP
3841
Marshall Financial Group (Pennsylvania)
Pennsylvania
$299K -$175K -829 -37%
FI
3842
FWG Investments
Kentucky
$297K +$53.3K +253 +22%
RK
3843
Rather & Kittrell
Tennessee
$297K +$8K +38 +3%
WCP
3844
Wick Capital Partners
Pennsylvania
$296K -$53.9K -256 -15%
HIF
3845
Hill Island Financial
Michigan
$295K -$54.1K -257 -16%
SSC
3846
Syverson Strege & Co
Iowa
$295K -$131K -620 -31%
NMM
3847
Naples Money Management
Florida
$295K +$4.21K +20 +1%
SIM
3848
Sterling Investment Management
Arizona
$295K – – –
YWM
3849
Yoder Wealth Management
California
$295K +$5.9K +28 +2%
ORI
3850
Oak Ridge Investments
Illinois
$294K +$11.8K +56 +4%
152 153
154
155 156