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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
4101
ShoreHaven Wealth Partners
New Jersey
$481K +$29.1K +98 +7%
RWM
4102
Ruedi Wealth Management
Illinois
$479K +$33K +111 +8%
ACA
4103
Ascension Capital Advisors
Texas
$479K – – –
MFS
4104
Madrona Financial Services
Washington
$479K +$14.9K +50 +3%
AWM
4105
Able Wealth Management
New Jersey
$478K +$21.1K +71 +5%
MPPW
4106
Mitchell & Pahl Private Wealth
Oklahoma
$478K -$6.25K -21 -1%
DWS
4107
Dynamic Wealth Strategies
California
$476K +$39.9K +134 +10%
RCI
4108
RS Crum Inc
California
$475K – – –
DW
4109
Dodds Wealth
Colorado
$475K – – –
CWM
4110
ClientFirst Wealth Management
Arkansas
$474K – – –
NA
4111
Nottingham Advisors
New York
$474K – – –
KIA
4112
Kraematon Investment Advisors
Massachusetts
$473K +$1.78K +6 +0.4%
BI
4113
Bramshill Investments
Florida
$473K -$149K -500 -25%
HP
4114
Highlander Partners
Texas
$473K – – –
PFA
4115
Plotkin Financial Advisors
Maryland
$473K +$7.43K +25 +2%
FEM
4116
Fulcrum Equity Management
Texas
$473K -$9.22K -31 -2%
KCM
4117
Kendall Capital Management
Maryland
$473K -$40.4K -136 -8%
BWM
4118
Boyd Wealth Management
California
$473K – – –
MSWM
4119
Mowery & Schoenfeld Wealth Management
Illinois
$472K -$32.4K -109 -7%
VBFP
4120
Valtinson Bruner Financial Planning
Minnesota
$470K +$297 +1 +0.1%
MQWP
4121
Morey & Quinn Wealth Partners
Nebraska
$470K -$52K -175 -11%
APM
4122
Advanced Portfolio Management
New York
$469K +$2.38K +8 +0.5%
DFG
4123
Demars Financial Group
Washington
$469K +$121K +408 +38%
SFMG
4124
Sage Financial Management Group
Virginia
$468K -$7.14K -24 -2%
PFG
4125
Pinnacle Financial Group
Illinois
$468K +$2.68K +9 +0.6%
163 164
165
166 167