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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
3926
Morling Financial Advisors
California
$563K -$857K -3,360 -63%
NI
3927
NDVR Inc
Massachusetts
$562K -$6.89K -27 -1%
PSFG
3928
Park Square Financial Group
Georgia
$562K +$24K +94 +5%
GCP
3929
Gill Capital Partners
Colorado
$561K -$6.63K -26 -1%
BPC
3930
Bryce Point Capital
New York
$560K +$493K +1,932 New
EAM
3931
Everstar Asset Management
North Carolina
$556K +$46.7K +183 +11%
AC
3932
AWM Capital
Arizona
$555K – – –
VBFG
3933
Vishria Bird Financial Group
Tennessee
$555K +$2.55K +10 +0.5%
EF
3934
Exeter Financial
Arizona
$554K -$9.44K -37 -2%
WLIM
3935
White Lighthouse Investment Management
Massachusetts
$554K -$12.5K -49 -3%
WWM
3936
WT Wealth Management
Arizona
$553K +$29.3K +115 +6%
BAM
3937
Bosun Asset Management
Illinois
$551K -$87K -341 -15%
JAA
3938
Joel Adams & Associates
North Carolina
$551K -$16.8K -66 -3%
WFS
3939
Widmann Financial Services
Maryland
$550K +$45.7K +179 +10%
DWAM
3940
Duncan Williams Asset Management
Tennessee
$550K +$2.55K +10 +0.5%
HWM
3941
HFR Wealth Management
New York
$548K +$2.55K +10 +0.5%
SGI
3942
Swan Global Investments
Colorado
$548K +$75.5K +296 +19%
ADIM
3943
Alpha DNA Investment Management
Maryland
$547K +$4.08K +16 +0.9%
SA
3944
Stewardship Advisors
Pennsylvania
$547K +$14.5K +57 +3%
PWA
3945
Physician Wealth Advisors
Utah
$546K +$71.5K +280 +17%
BC
3946
Broadwater Capital
Massachusetts
$545K – – –
MWA
3947
MN Wealth Advisors
Kansas
$545K -$3.6M -14,114 -88%
OPWM
3948
Oxinas Partners Wealth Management
Indiana
$545K -$11.7K -46 -2%
RFP
3949
Roth Financial Partners
Texas
$544K – – –
SH
3950
SLT Holdings
Arizona
$544K +$254K +996 +113%
156 157
158
159 160