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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3901
Encompass Wealth Advisors
Oregon
$494K +$510 +2 +0.1%
WWG
3902
West Wealth Group
California
$494K +$40.3K +158 +8%
CFS
3903
CGC Financial Services
Oregon
$493K -$102K -400 -17%
CL
3904
COWA LLC
Oklahoma
$493K -$115K -453 -18%
IWP
3905
Insight Wealth Partners
Texas
$492K -$24.7K -97 -5%
KC
3906
Kinloch Capital
Virginia
$492K +$14K +55 +3%
B
3907
Bensler
Washington
$491K -$26.3K -103 -5%
FWMM
3908
Foundation Wealth Management (Missouri)
Missouri
$491K – – –
BFG
3909
Birch Financial Group
New Hampshire
$491K +$14.8K +58 +3%
BEW
3910
Burton Enright Welch
California
$491K -$3.31K -13 -0.6%
SCM
3911
Shapiro Capital Management
Georgia
$491K – – –
GC
3912
Gruss & Co
Florida
$491K +$255K +1,000 +100%
CI
3913
Corient IA
Florida
$491K +$510K +2,000 New
SHWM
3914
Smith & Howard Wealth Management
Georgia
$490K – – –
CFGSD
3915
Compass Financial Group (South Dakota)
South Dakota
$489K +$30.3K +119 +6%
KFS
3916
Kurt F. Somerville
$489K – – –
PFG
3917
Putney Financial Group
California
$489K – – –
CCIA
3918
Cherry Creek Investment Advisors
Colorado
$488K +$2.55K +10 +0.5%
TFP
3919
Triune Financial Partners
Kansas
$487K +$74.7K +293 +17%
OA
3920
Oxbow Advisors
Texas
$485K -$6.88K -27 -1%
CWM
3921
Consultiva Wealth Management
Puerto Rico
$484K +$306K +1,200 +155%
SWIM
3922
Smallwood Wealth Investment Management
New Jersey
$483K – – –
LAM
3923
Lakewood Asset Management
Illinois
$482K -$294K -1,152 -37%
NI
3924
NDVR Inc
Massachusetts
$482K -$29.8K -117 -6%
JAA
3925
Joel Adams & Associates
North Carolina
$482K – – –
155 156
157
158 159