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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3901
Outlook Wealth Advisors
Texas
$236K +$213K +1,178 New
OAJ
3902
Ogorek Anthony Joseph
New York
$235K – – –
RWA
3903
Rooted Wealth Advisors
Illinois
$235K +$213K +1,180 New
W
3904
WorthPointe
California
$235K -$157K -868 -43%
RWM
3905
Raffa Wealth Management
District of Columbia
$234K -$1.08K -6 -0.5%
QIM
3906
Quest Investment Management
Oregon
$234K +$211K +1,170 New
CIAS
3907
CBIZ Investment Advisory Services
Ohio
$234K +$211K +1,169 New
CWM
3908
CCG Wealth Management
California
$234K +$211K +1,167 New
AAM
3909
Auxier Asset Management
Oregon
$233K +$210K +1,163 New
FI
3910
FWG Investments
Kentucky
$233K +$210K +1,162 New
AC
3911
AIFG Consultants
New York
$232K +$209K +1,160 New
ARG
3912
Advisory Resource Group
Oklahoma
$232K +$209K +1,157 New
MFG
3913
MTM Financial Group
Pennsylvania
$232K +$209K +1,157 New
LFP
3914
Leeward Financial Partners
Washington
$232K +$209K +1,156 New
GWA
3915
Geometric Wealth Advisors
District of Columbia
$231K +$208K +1,153 New
ETS
3916
ESL Trust Services
New York
$230K +$208K +1,150 New
PHM
3917
Prospect Hill Management
New Jersey
$230K +$208K +1,150 New
PJWM
3918
Philip James Wealth Mangement
Georgia
$228K +$206K +1,140 New
AWM
3919
AAF Wealth Management
Massachusetts
$228K -$31K -172 -13%
CPWM
3920
Cypress Point Wealth Management
Texas
$228K +$205K +1,136 New
EIA
3921
Eastover Investment Advisors
North Carolina
$227K +$205K +1,135 New
CIA
3922
Caerus Investment Advisors
Texas
$227K +$204K +1,133 New
TW
3923
Towerpoint Wealth
California
$227K +$204K +1,133 New
HWMC
3924
Heritage Wealth Management (California)
California
$227K +$4.87K +27 +2%
BF
3925
Brogan Financial
Tennessee
$226K +$204K +1,129 New
155 156
157
158 159