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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
3951
Clark Financial Services Group
Missouri
$249K +$249K +1,181 New
AWM
3952
Arista Wealth Management
Nevada
$248K – – –
AC
3953
AIFG Consultants
New York
$248K +$421 +2 +0.2%
CIM
3954
Corbyn Investment Management
Maryland
$247K -$3.37K -16 -1%
BI
3955
Beckerman Institutional
New Jersey
$247K +$247K +1,172 New
RWM
3956
Raffa Wealth Management
District of Columbia
$247K -$22.1K -105 -8%
OR
3957
Olympiad Research
Connecticut
$246K +$20.9K +99 +9%
BAWM
3958
Bennett Associates Wealth Management
Pennsylvania
$246K +$14.5K +69 +6%
PSIWM
3959
Paradigm Strategies in Wealth Management
Minnesota
$246K -$9.48K -45 -4%
CSIA
3960
Conrad Siegel Investment Advisors
Pennsylvania
$245K +$36K +171 +17%
PFA
3961
Petra Financial Advisors
Colorado
$245K +$34.8K +165 +17%
ARG
3962
Advisory Resource Group
Oklahoma
$244K – – –
MFG
3963
MTM Financial Group
Pennsylvania
$244K – – –
ECAM
3964
East Coast Asset Management
Massachusetts
$244K – – –
IHWM
3965
Iron Horse Wealth Management
Iowa
$244K +$164K +780 +208%
SWP
3966
Significant Wealth Partners
Illinois
$243K -$10.1K -48 -4%
GWA
3967
Geometric Wealth Advisors
District of Columbia
$243K – – –
CAM
3968
Creekmur Asset Management
Illinois
$243K -$6.53K -31 -3%
PIWA
3969
Prevail Innovative Wealth Advisors
Kansas
$242K +$242K +1,150 New
VSQM
3970
V-Square Quantitative Management
Illinois
$241K – – –
AFO
3971
Arrowroot Family Office
California
$241K -$14.7K -70 -6%
AA
3972
Aufman Associates
Pennsylvania
$241K +$240K +1,141 New
B
3973
Bellecapital
Switzerland
$240K +$240K +1,140 New
CWMS
3974
Cannon Wealth Management Services
North Carolina
$240K +$240K +1,138 New
LGW
3975
Leslie Global Wealth
Illinois
$240K +$240K +1,138 New
157 158
159
160 161