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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
4001
Momentous Wealth Management
Washington
$438K +$151K +591 +50%
BA
4002
BIP Alliance
Georgia
$437K -$1.53K -6 -0.3%
SFS
4003
Sharp Financial Services
Pennsylvania
$437K +$64.2K +252 +16%
AFA
4004
American Financial Advisors
Georgia
$437K -$13.3K -52 -3%
IPWA
4005
International Private Wealth Advisors
California
$437K +$58.9K +231 +15%
IPW
4006
IronBridge Private Wealth
Texas
$435K -$5.1K -20 -1%
FCMA
4007
Foresight Capital Management Advisors
Michigan
$435K +$452K +1,773 New
PWA
4008
Peterson Wealth Advisors
Utah
$435K +$34.7K +136 +7%
CWAF
4009
Core Wealth Advisors (Florida)
Florida
$435K +$5.86K +23 +1%
LODC
4010
Lanham O'Dell & Company
West Virginia
$435K – – –
WFS
4011
Walker Financial Services
Kentucky
$434K -$8.67K -34 -2%
IWP
4012
Innova Wealth Partners
Pennsylvania
$433K +$1.02K +4 +0.2%
LWA
4013
Ledgewood Wealth Advisors
New Hampshire
$432K – – –
PW
4014
Potentia Wealth
California
$431K – – –
SWMG
4015
Sanchez Wealth Management Group
Florida
$430K +$255 +1 +0.1%
WPA
4016
Wealth Preservation Advisors
Tennessee
$430K +$447K +1,752 New
PWM
4017
Power Wealth Management
Georgia
$428K -$95.3K -374 -18%
EFN
4018
Equita Financial Network
Pennsylvania
$428K +$150K +587 +51%
HFRG
4019
Houlihan Financial Resource Group
Virginia
$428K -$25.2K -99 -5%
BIA
4020
Bell Investment Advisors
California
$427K +$9.18K +36 +2%
BAWM
4021
Bennett Associates Wealth Management
Pennsylvania
$426K -$31.6K -124 -7%
NRWA
4022
North Ridge Wealth Advisors
Oregon
$426K – – –
BF
4023
Brogan Financial
Tennessee
$426K +$101K +397 +30%
EAM
4024
Everstar Asset Management
North Carolina
$426K +$192K +753 +77%
HWMC
4025
Heritage Wealth Management (California)
California
$425K +$4.59K +18 +1%
159 160
161
162 163