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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWA
4101
Monument Group Wealth Advisors
Massachusetts
$360K – – –
CC
4102
Colrain Capital
Massachusetts
$360K +$349K +1,500 New
BWM
4103
Boyd Wealth Management
California
$359K -$6.75K -29 -2%
SWM
4104
Seed Wealth Management
Illinois
$359K – – –
MWA
4105
Muirfield Wealth Advisors
North Carolina
$358K -$26.1K -112 -7%
LFASL
4106
Lugano Financial Advisors SA (LFA)
Switzerland
$357K – – –
KIA
4107
Kraematon Investment Advisors
Massachusetts
$357K +$1.63K +7 +0.5%
C
4108
Covestor
United Kingdom
$357K +$6.52K +28 +2%
KFA
4109
Krane Funds Advisors
New York
$357K -$42.9K -184 -11%
MQWP
4110
Morey & Quinn Wealth Partners
Nebraska
$357K +$347K +1,488 New
CFGA
4111
Cambridge Financial Group (Arizona)
Arizona
$356K – – –
KWA
4112
Kellett Wealth Advisors
Ohio
$356K +$14K +60 +4%
TW
4113
Towerpoint Wealth
California
$355K +$23.8K +102 +7%
PFP
4114
Paragon Financial Partners
California
$355K -$932 -4 -0.3%
VBFP
4115
Valtinson Bruner Financial Planning
Minnesota
$355K +$10.7K +46 +3%
FRM
4116
Fox Run Management
Connecticut
$354K -$800K -3,435 -70%
JCM
4117
Jag Capital Management
Missouri
$353K +$32.6K +140 +10%
PCMK
4118
Paragon Capital Management (Kansas)
Kansas
$353K -$73.6K -316 -18%
CWA
4119
Cascade Wealth Advisors
Washington
$352K – – –
RIP
4120
RAM Investment Partners
Washington
$352K -$72.2K -310 -17%
YCG
4121
Yeomans Consulting Group
Georgia
$351K -$11.2K -48 -3%
CPA
4122
Cathy Pareto & Associates
Florida
$351K +$341K +1,466 New
RW
4123
RVW Wealth
California
$351K -$68.9K -296 -17%
WWP
4124
Waypoint Wealth Partners
California
$350K – – –
GA
4125
Greenspring Advisors
Maryland
$350K – – –
163 164
165
166 167