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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3901
Muirfield Wealth Advisors
North Carolina
$238K +$214K +1,188 New
SPA
3902
Sentinel Pension Advisors
Massachusetts
$237K +$180 +1 +0.1%
ICM
3903
Intrepid Capital Management
Florida
$236K – – –
OWA
3904
Outlook Wealth Advisors
Texas
$236K +$213K +1,178 New
OAJ
3905
Ogorek Anthony Joseph
New York
$235K – – –
RWA
3906
Rooted Wealth Advisors
Illinois
$235K +$213K +1,180 New
W
3907
WorthPointe
California
$235K -$157K -868 -43%
RWM
3908
Raffa Wealth Management
District of Columbia
$234K -$1.08K -6 -0.5%
QIM
3909
Quest Investment Management
Oregon
$234K +$211K +1,170 New
CIAS
3910
CBIZ Investment Advisory Services
Ohio
$234K +$211K +1,169 New
CWM
3911
CCG Wealth Management
California
$234K +$211K +1,167 New
AAM
3912
Auxier Asset Management
Oregon
$233K +$210K +1,163 New
FI
3913
FWG Investments
Kentucky
$233K +$210K +1,162 New
AC
3914
AIFG Consultants
New York
$232K +$209K +1,160 New
ARG
3915
Advisory Resource Group
Oklahoma
$232K +$209K +1,157 New
MFG
3916
MTM Financial Group
Pennsylvania
$232K +$209K +1,157 New
LFP
3917
Leeward Financial Partners
Washington
$232K +$209K +1,156 New
GWA
3918
Geometric Wealth Advisors
District of Columbia
$231K +$208K +1,153 New
ETS
3919
ESL Trust Services
New York
$230K +$208K +1,150 New
PHM
3920
Prospect Hill Management
New Jersey
$230K +$208K +1,150 New
PJWM
3921
Philip James Wealth Mangement
Georgia
$228K +$206K +1,140 New
AWM
3922
AAF Wealth Management
Massachusetts
$228K -$31K -172 -13%
CPWM
3923
Cypress Point Wealth Management
Texas
$228K +$205K +1,136 New
EIA
3924
Eastover Investment Advisors
North Carolina
$227K +$205K +1,135 New
CIA
3925
Caerus Investment Advisors
Texas
$227K +$204K +1,133 New
155 156
157
158 159