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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3976
Presper Financial Architects
Ohio
$568K -$65.7K -221 -11%
TFA
3977
Toth Financial Advisory
Virginia
$565K +$892 +3 +0.2%
SHJ
3978
Sharkey, Howes & Javer
Colorado
$563K +$10.1K +34 +2%
FWM
3979
FSA Wealth Management
Massachusetts
$562K -$119K -400 -18%
MPCL
3980
My Personal CFO LLC
Washington
$561K -$337K -1,132 -39%
FWMP
3981
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$561K -$27.4K -92 -5%
LODC
3982
Lanham O'Dell & Company
West Virginia
$560K +$1.49K +5 +0.3%
CFO
3983
Custos Family Office
Texas
$560K +$50K +168 +10%
WFS
3984
Walker Financial Services
Kentucky
$560K +$297 +1 +0.1%
TWP
3985
Tower Wealth Partners
Pennsylvania
$559K -$70.2K -236 -12%
PWMG
3986
Private Wealth Management Group
New Jersey
$556K – – –
LWA
3987
Ledgewood Wealth Advisors
New Hampshire
$555K – – –
HWMC
3988
Heritage Wealth Management (California)
California
$555K +$8.03K +27 +2%
CCP
3989
Carmel Capital Partners
California
$555K -$729K -2,451 -58%
HIA
3990
HTG Investment Advisors
Connecticut
$555K -$408K -1,372 -44%
PW
3991
Potentia Wealth
California
$555K – – –
R
3992
Rebalance
California
$554K -$35.4K -119 -6%
GWSA
3993
Global Wealth Strategies & Associates
Colorado
$553K +$142K +478 +37%
EAM
3994
Everstar Asset Management
North Carolina
$553K -$49.1K -165 -9%
FAN
3995
Financial Advisors Network
California
$552K -$23.5K -79 -4%
JCIA
3996
Jackson Creek Investment Advisors
Colorado
$552K -$150K -503 -22%
SWMG
3997
Sanchez Wealth Management Group
Florida
$551K +$297 +1 +0.1%
AMG
3998
Asset Management Group
Connecticut
$551K +$2.08K +7 +0.4%
WPA
3999
Wealth Preservation Advisors
Tennessee
$550K -$1.19K -4 -0.2%
NRWA
4000
North Ridge Wealth Advisors
Oregon
$548K – – –
158 159
160
161 162