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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
3976
Leeward Financial Partners
Washington
$571K -$2.97K -10 -0.5%
WWM
3977
WT Wealth Management
Arizona
$569K -$31.2K -105 -6%
JWM
3978
Jupiter Wealth Management
Colorado
$569K – – –
PFA
3979
Presper Financial Architects
Ohio
$568K -$65.7K -221 -11%
TFA
3980
Toth Financial Advisory
Virginia
$565K +$892 +3 +0.2%
SHJ
3981
Sharkey, Howes & Javer
Colorado
$563K +$10.1K +34 +2%
FWM
3982
FSA Wealth Management
Massachusetts
$562K -$119K -400 -18%
MPCL
3983
My Personal CFO LLC
Washington
$561K -$337K -1,132 -39%
FWMP
3984
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$561K -$27.4K -92 -5%
LODC
3985
Lanham O'Dell & Company
West Virginia
$560K +$1.49K +5 +0.3%
CFO
3986
Custos Family Office
Texas
$560K +$50K +168 +10%
WFS
3987
Walker Financial Services
Kentucky
$560K +$297 +1 +0.1%
TWP
3988
Tower Wealth Partners
Pennsylvania
$559K -$70.2K -236 -12%
PWMG
3989
Private Wealth Management Group
New Jersey
$556K – – –
LWA
3990
Ledgewood Wealth Advisors
New Hampshire
$555K – – –
HWMC
3991
Heritage Wealth Management (California)
California
$555K +$8.03K +27 +2%
CCP
3992
Carmel Capital Partners
California
$555K -$729K -2,451 -58%
HIA
3993
HTG Investment Advisors
Connecticut
$555K -$408K -1,372 -44%
PW
3994
Potentia Wealth
California
$555K – – –
R
3995
Rebalance
California
$554K -$35.4K -119 -6%
GWSA
3996
Global Wealth Strategies & Associates
Colorado
$553K +$142K +478 +37%
EAM
3997
Everstar Asset Management
North Carolina
$553K -$49.1K -165 -9%
FAN
3998
Financial Advisors Network
California
$552K -$23.5K -79 -4%
JCIA
3999
Jackson Creek Investment Advisors
Colorado
$552K -$150K -503 -22%
SWMG
4000
Sanchez Wealth Management Group
Florida
$551K +$297 +1 +0.1%
158 159
160
161 162