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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
4076
Custos Family Office
Texas
$466K +$60.2K +236 +17%
MSWM
4077
Mowery & Schoenfeld Wealth Management
Illinois
$466K -$145K -567 -26%
PFG
4078
Putney Financial Group
California
$465K -$99K -388 -19%
PCA
4079
Private Capital Advisors
Connecticut
$464K – – –
CA
4080
CWC Advisors
Oregon
$464K – – –
AA
4081
Acorns Advisers
California
$462K +$11.5K +45 +3%
EI
4082
EDMP Inc
Florida
$461K – – –
ACM
4083
Avalon Capital Management
California
$460K +$18.1K +71 +5%
FYW
4084
Future You Wealth
New York
$460K – – –
MWA
4085
Muirfield Wealth Advisors
North Carolina
$460K +$20.2K +79 +5%
HGA
4086
Hobbs Group Advisors
South Carolina
$459K +$18.6K +73 +5%
SA
4087
Shilanski & Associates
Alaska
$459K – – –
CWA
4088
Cura Wealth Advisors
Illinois
$458K – – –
KFP
4089
Keener Financial Planning
Texas
$458K +$76.6K +300 +23%
LFASL
4090
Lugano Financial Advisors SA (LFA)
Switzerland
$457K +$72.5K +284 +22%
MSF
4091
Mustard Seed Financial
Arkansas
$457K -$28.8K -113 -7%
AWP
4092
Avid Wealth Partners
Texas
$457K +$31.1K +122 +8%
SAM
4093
Seelaus Asset Management
New Jersey
$456K – – –
CCM
4094
Chickasaw Capital Management
Tennessee
$455K -$61.2K -240 -13%
AL
4095
ACAS LLC
California
$454K +$45.4K +178 +13%
FP
4096
FFG Partners
Florida
$454K +$138K +540 +53%
PIN
4097
Prudent Investors Network
California
$453K -$2.55K -10 -0.6%
SWA
4098
Strata Wealth Advisors
Texas
$453K +$56.9K +223 +17%
AC
4099
AIFG Consultants
New York
$452K +$98.8K +387 +33%
EE
4100
EWG Elevate
California
$451K +$50.5K +198 +15%
162 163
164
165 166