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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
3826
Cook Wealth
North Carolina
$503K +$36.1K +155 +9%
BPWM
3827
Black Point Wealth Management
Florida
$503K +$1.4K +6 +0.3%
CFG
3828
Compton Financial Group
Maryland
$503K – – –
SCA
3829
Southern Capital Advisors
Tennessee
$503K +$10.5K +45 +2%
AIM
3830
Arcadia Investment Management
Michigan
$502K +$32.6K +140 +7%
SWG
3831
Summit Wealth Group
Vermont
$502K -$27.9K -120 -5%
SFC
3832
Sprinkle Financial Consultants
Colorado
$501K +$699 +3 +0.1%
OWP
3833
ORG Wealth Partners
Texas
$501K -$15.6K -67 -3%
RAS
3834
RPS Advisory Solutions
Kentucky
$500K -$31K -133 -6%
IA
3835
Inspire Advisors
Idaho
$500K +$14.2K +61 +3%
NI
3836
NDVR Inc
Massachusetts
$499K +$13.3K +57 +3%
TWP
3837
Tower Wealth Partners
Pennsylvania
$499K -$11.9K -51 -2%
DQRIM
3838
Dale Q Rice Investment Management
Washington
$498K +$484K +2,076 New
WHCI
3839
W.H. Cornerstone Investments
Massachusetts
$497K -$76.9K -330 -14%
RCA
3840
Riverview Capital Advisers
Massachusetts
$496K – – –
RWM
3841
Ruedi Wealth Management
Illinois
$496K +$9.55K +41 +2%
SFP
3842
Sterling Financial Planning
New Jersey
$496K +$26.1K +112 +6%
FZCM
3843
Flynn Zito Capital Management
New York
$495K +$30.3K +130 +7%
KCAM
3844
Kagan Cocozza Asset Management
New Jersey
$495K +$481K +2,066 New
FDS
3845
Freedom Day Solutions
Texas
$495K +$7.22K +31 +2%
OAS
3846
Optivise Advisory Services
Tennessee
$495K -$79.9K -343 -14%
BIP
3847
Blue Investment Partners
California
$494K – – –
SFFS
3848
Stonehage Fleming Financial Services
Jersey
$494K – – –
DWP
3849
Destiny Wealth Partners
Florida
$494K +$27K +116 +6%
AWA
3850
AmeriServ Wealth Advisors
Pennsylvania
$494K +$480K +2,059 New
152 153
154
155 156