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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
3901
Vision Retirement
New Jersey
$825K +$792K +2,559 New
NWM
3902
Nolet Wealth Management
Texas
$824K +$792K +2,558 New
BAWM
3903
Bennett Associates Wealth Management
Pennsylvania
$824K +$221K +713 +39%
ATFA
3904
All Terrain Financial Advisors
Minnesota
$823K -$767K -2,476 -49%
TCMP
3905
Thrive Capital Management (Pennsylvania)
Pennsylvania
$821K +$11.8K +38 +2%
TA
3906
Tactive Advisors
Florida
$819K -$24.8K -80 -3%
KFP
3907
Keener Financial Planning
Texas
$819K +$298K +962 +61%
WWP
3908
Wise Wealth Partners
Arizona
$819K +$39K +126 +5%
LIP
3909
Lynch Investment Planning
Pennsylvania
$819K +$787K +2,541 New
WWMP
3910
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$818K +$786K +2,539 New
IIWM
3911
Investment Insight Wealth Management
New York
$818K +$786K +2,538 New
ASG
3912
Ariston Services Group
California
$817K – – –
CWA
3913
Cura Wealth Advisors
Illinois
$816K +$205K +661 +35%
PCM
3914
Payne Capital Management
New York
$815K -$131K -422 -14%
SDH
3915
Sloy Dahl & Holst
Washington
$815K – – –
DFG
3916
Dupree Financial Group
Kentucky
$815K -$45.5K -147 -5%
AFIA
3917
America First Investment Advisors
Nebraska
$815K – – –
CWM
3918
Cahaba Wealth Management
Georgia
$814K -$6.19K -20 -0.8%
NWMG
3919
Nicholson Wealth Management Group
South Carolina
$813K – – –
S
3920
Sachetta
Massachusetts
$811K -$551K -1,780 -41%
CWM
3921
Collaborative Wealth Management
Florida
$810K +$779K +2,515 New
FZCM
3922
Flynn Zito Capital Management
New York
$810K -$17.3K -56 -2%
CCG
3923
Catalina Capital Group
California
$807K +$3.71K +12 +0.5%
KWA
3924
Kellett Wealth Advisors
Ohio
$807K +$86.4K +279 +13%
RFA
3925
Reyes Financial Architecture
California
$806K -$131K -422 -14%
155 156
157
158 159