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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
4101
Madrona Financial Services
Washington
$479K +$14.9K +50 +3%
AWM
4102
Able Wealth Management
New Jersey
$478K +$21.1K +71 +5%
MPPW
4103
Mitchell & Pahl Private Wealth
Oklahoma
$478K -$6.25K -21 -1%
DWS
4104
Dynamic Wealth Strategies
California
$476K +$39.9K +134 +10%
RCI
4105
RS Crum Inc
California
$475K – – –
DW
4106
Dodds Wealth
Colorado
$475K – – –
CWM
4107
ClientFirst Wealth Management
Arkansas
$474K – – –
NA
4108
Nottingham Advisors
New York
$474K – – –
KIA
4109
Kraematon Investment Advisors
Massachusetts
$473K +$1.78K +6 +0.4%
BI
4110
Bramshill Investments
Florida
$473K -$149K -500 -25%
HP
4111
Highlander Partners
Texas
$473K – – –
PFA
4112
Plotkin Financial Advisors
Maryland
$473K +$7.43K +25 +2%
FEM
4113
Fulcrum Equity Management
Texas
$473K -$9.22K -31 -2%
KCM
4114
Kendall Capital Management
Maryland
$473K -$40.4K -136 -8%
BWM
4115
Boyd Wealth Management
California
$473K – – –
MSWM
4116
Mowery & Schoenfeld Wealth Management
Illinois
$472K -$32.4K -109 -7%
VBFP
4117
Valtinson Bruner Financial Planning
Minnesota
$470K +$297 +1 +0.1%
MQWP
4118
Morey & Quinn Wealth Partners
Nebraska
$470K -$52K -175 -11%
APM
4119
Advanced Portfolio Management
New York
$469K +$2.38K +8 +0.5%
DFG
4120
Demars Financial Group
Washington
$469K +$121K +408 +38%
SFMG
4121
Sage Financial Management Group
Virginia
$468K -$7.14K -24 -2%
PFG
4122
Pinnacle Financial Group
Illinois
$468K +$2.68K +9 +0.6%
IW
4123
Instrumental Wealth
Florida
$468K +$31.2K +105 +7%
CC
4124
Capital Counsel
New York
$467K -$13.4K -45 -3%
HWMT
4125
Heritage Wealth Management (Texas)
Texas
$463K +$9.52K +32 +2%
163 164
165
166 167