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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
4101
Signature Wealth Management Group
Georgia
$665K – – –
AFS
4102
Anderson Financial Strategies
Ohio
$664K -$31K -100 -5%
Stonehage Fleming Financial Services
4103
Stonehage Fleming Financial Services
Jersey
$664K – – –
CFS
4104
CGC Financial Services
Oregon
$664K -$18.9K -61 -3%
SRWM
4105
Shira Ridge Wealth Management
California
$664K -$34.1K -110 -5%
JSA
4106
Jacobson & Schmitt Advisors
Wisconsin
$664K -$512K -1,653 -45%
LAM
4107
Lakewood Asset Management
Illinois
$664K – – –
GCWM
4108
Graham Capital Wealth Management
District of Columbia
$663K -$28.8K -93 -4%
OFP
4109
OLIO Financial Planning
Virginia
$662K -$11.8K -38 -2%
KFS
4110
Kelly Financial Services
Massachusetts
$662K -$31.3K -101 -5%
WI
4111
Wedgewood Investors
Pennsylvania
$660K -$47.4K -153 -7%
CFGSD
4112
Compass Financial Group (South Dakota)
South Dakota
$660K +$13.6K +44 +2%
RWC
4113
Rare Wolf Capital
Washington
$660K +$634K +2,048 New
AWAU
4114
Alliance Wealth Advisors (Utah)
Utah
$658K +$13.9K +45 +2%
TBWA
4115
Three Bridge Wealth Advisors
California
$657K – – –
TF
4116
Tenzing Financial
Virginia
$656K +$630K +2,035 New
BMCM
4117
Burns Matteson Capital Management
New York
$656K -$8.05K -26 -1%
SA
4118
Stewardship Advisors
Pennsylvania
$655K +$44.6K +144 +8%
KNFPWM
4119
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$653K +$3.41K +11 +0.5%
MWA
4120
MN Wealth Advisors
Kansas
$653K +$22.6K +73 +4%
CL
4121
CVFG LLC
Indiana
$653K +$39.6K +128 +7%
AC
4122
AWM Capital
Arizona
$650K +$13K +42 +2%
RWMG
4123
Redwood Wealth Management Group
New Jersey
$650K -$8.05K -26 -1%
KAM
4124
Karani Asset Management
New York
$650K – – –
PCM
4125
Pennsylvania Capital Management
Pennsylvania
$649K +$45.8K +148 +8%