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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
3951
Vishria Bird Financial Group
Tennessee
$467K – – –
FF
3952
Friday Financial
Iowa
$466K +$256K +1,005 +113%
HKIMG
3953
Hutchens & Kramer Investment Management Group
Indiana
$466K -$1.53K -6 -0.3%
CL
3954
CVFG LLC
Indiana
$465K -$12.5K -49 -3%
DWAM
3955
Duncan Williams Asset Management
Tennessee
$463K – – –
FAN
3956
Financial Advisors Network
California
$463K -$15K -59 -3%
EA
3957
Echo45 Advisors
California
$463K -$23.7K -93 -5%
LWM
3958
LeConte Wealth Management
Tennessee
$462K +$480K +1,883 New
SP
3959
Symmetry Partners
Connecticut
$461K -$1.78K -7 -0.4%
BC
3960
Broadwater Capital
Massachusetts
$461K – – –
HWM
3961
HFR Wealth Management
New York
$461K – – –
RA
3962
Riverstone Advisors
Texas
$461K -$2.8K -11 -0.6%
RFP
3963
Roth Financial Partners
Texas
$460K – – –
SHJ
3964
Sharkey, Howes & Javer
Colorado
$460K -$44.6K -175 -9%
PFS
3965
Prospect Financial Services
New York
$459K +$765 +3 +0.2%
ADIM
3966
Alpha DNA Investment Management
Maryland
$459K -$4.84M -18,976 -91%
APW
3967
Axim Planning & Wealth
Ohio
$459K -$19.4K -76 -4%
GWA
3968
Gratus Wealth Advisors
Virginia
$458K -$6.37K -25 -1%
AWM
3969
Adams Wealth Management
Utah
$458K – – –
CI
3970
CacheTech Inc
Utah
$458K – – –
WP
3971
Wealthspan Partners
Iowa
$458K -$765 -3 -0.2%
FDW
3972
Fourth Dimension Wealth
Ohio
$457K -$25.5K -100 -5%
DFA
3973
DHJJ Financial Advisors
Illinois
$457K -$12.2K -48 -3%
FWMP
3974
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$457K +$57.4K +225 +14%
AM
3975
Atwater Malick
Pennsylvania
$457K – – –
157 158
159
160 161