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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
3901
Philip James Wealth Mangement
Georgia
$245K +$14.5K +74 +6%
CBFP
3902
Cedar Brook Financial Partners
Ohio
$245K -$3.21M -16,422 -93%
AFO
3903
Arrowroot Family Office
California
$245K -$18.8K -96 -7%
PSIWM
3904
Paradigm Strategies in Wealth Management
Minnesota
$245K +$196 +1 +0.1%
FWSM
3905
First Wilshire Securities Management
California
$245K -$1.17K -6 -0.5%
HA
3906
Hanover Advisors
South Carolina
$244K -$28.7K -147 -11%
RFN
3907
Redwood Financial Network
Ohio
$244K +$978 +5 +0.4%
PC
3908
Prairiewood Capital
North Dakota
$244K – – –
RDIA
3909
RE Dickinson Investment Advisors
Iowa
$244K +$17.6K +90 +8%
CC
3910
Capstone Capital
Nevada
$244K +$24.4K +125 +12%
PFA
3911
Plotkin Financial Advisors
Maryland
$243K -$4.89K -25 -2%
SWA
3912
Strata Wealth Advisors
Texas
$243K +$23.5K +120 +11%
SWP
3913
Significant Wealth Partners
Illinois
$243K +$1.17K +6 +0.5%
SSG
3914
Summit Securities Group
New York
$243K -$215K -1,100 -48%
HF
3915
Halpern Financial
Virginia
$243K -$56.7K -290 -19%
SCM
3916
Saxony Capital Management
Missouri
$242K +$234K +1,197 New
VR
3917
Valued Retirements
Texas
$242K – – –
KFG
3918
Kingdom Financial Group
Arizona
$241K -$3.32K -17 -1%
DP
3919
Denver PWM
Colorado
$241K -$76K -389 -25%
CIM
3920
Corbyn Investment Management
Maryland
$240K -$28.7K -147 -11%
ACP
3921
Arcus Capital Partners
Georgia
$240K -$74.7K -382 -24%
AFS
3922
AFG Fiduciary Services
Massachusetts
$240K – – –
BF
3923
Brogan Financial
Tennessee
$239K +$10.2K +52 +5%
TFA
3924
Tobias Financial Advisors
Florida
$239K +$231K +1,181 New
CAM
3925
Creekmur Asset Management
Illinois
$239K -$32.8K -168 -12%
155 156
157
158 159