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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
3851
Catalyst Private Wealth
California
$493K +$16.5K +71 +4%
KFS
3852
Kaizen Financial Strategies
California
$492K +$7.45K +32 +2%
FWM
3853
Foguth Wealth Management
Michigan
$492K +$153K +658 +55%
BHWM
3854
Beaird Harris Wealth Management
Texas
$492K +$105K +449 +28%
BWA
3855
Bestgate Wealth Advisors
Maryland
$492K +$478K +2,051 New
SHJ
3856
Sharkey, Howes & Javer
Colorado
$491K +$21K +90 +5%
NSLI
3857
Nan Shan Life Insurance
Taiwan
$491K – – –
BCM
3858
BluePointe Capital Management
California
$491K +$477K +2,047 New
FWM
3859
FSA Wealth Management
Massachusetts
$490K -$40.8K -175 -8%
LGWM
3860
Litman Gregory Wealth Management
California
$490K +$17.2K +74 +4%
SRWM
3861
Shira Ridge Wealth Management
California
$490K +$25.4K +109 +6%
TBWA
3862
Three Bridge Wealth Advisors
California
$489K +$116K +500 +32%
TWA
3863
Tandem Wealth Advisors
Arizona
$489K +$13.7K +59 +3%
HIGP
3864
Hill Investment Group Partners
Missouri
$488K +$474K +2,036 New
AIA
3865
Accelerate Investment Advisors
California
$488K +$221K +948 +87%
CSA
3866
Cornerstone Select Advisors
Missouri
$486K +$472K +2,028 New
EWA
3867
Emergent Wealth Advisors
New York
$486K +$17.5K +75 +4%
BWCS
3868
Beirne Wealth Consulting Services
Connecticut
$486K – – –
KA
3869
Kercheville Advisors
Texas
$485K – – –
WAN
3870
Wealth Advisors Northwest
Oregon
$485K +$472K +2,025 New
PSFG
3871
Park Square Financial Group
Georgia
$485K +$471K +2,024 New
AFAS
3872
Acorn Financial Advisory Services
Virginia
$485K – – –
MMCM
3873
Murphy & Mullick Capital Management
New York
$484K +$470K +2,019 New
JSA
3874
Jacobson & Schmitt Advisors
Wisconsin
$483K – – –
BEW
3875
Burton Enright Welch
California
$483K +$3.03K +13 +0.7%
153 154
155
156 157