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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
4126
MFA Wealth Advisors
Pennsylvania
$50K +$48.3K +247 New
BCCM
4127
Black Cypress Capital Management
Florida
$47.5K -$97.8K -500 -68%
VWWMG
4128
Vermillion & White Wealth Management Group
Pennsylvania
$47.3K – – –
RWA
4129
Redmont Wealth Advisors
Illinois
$46.1K -$19.6K -100 -30%
GIS
4130
Grayhawk Investment Strategies
Alberta, Canada
$44.9K – – –
BFS
4131
Bare Financial Services
Pennsylvania
$43.2K – – –
BIM
4132
Breakwater Investment Management
Washington
$42.9K +$16.6K +85 +67%
UIA
4133
Ulland Investment Advisors
Minnesota
$42K – – –
PWM
4134
Partnership Wealth Management
Maryland
$41.9K – – –
KSWA
4135
Kathleen S. Wright Associates
Pennsylvania
$40.5K – – –
NC
4136
nVerses Capital
Florida
$40.5K +$39.1K +200 New
BFP
4137
Briaud Financial Planning
Texas
$40K -$196 -1 -0.5%
SFCL
4138
Strengthening Families & Communities LLC
Massachusetts
$40K +$12.3K +63 +47%
RCM
4139
Richardson Capital Management
Wisconsin
$38.8K +$4.3K +22 +13%
CCMI
4140
Creative Capital Management Investments
California
$37.8K -$15.6K -80 -30%
LFA
4141
LGT Financial Advisors
Texas
$37.4K -$568K -2,903 -94%
LAM
4142
Lummis Asset Management
Texas
$36.8K – – –
RF
4143
Robinswood Financial
Washington
$35.2K – – –
ACM
4144
Anfield Capital Management
California
$34.4K +$33.2K +170 New
DWA
4145
Delos Wealth Advisors
Texas
$33.4K – – –
FW
4146
Fairway Wealth
Ohio
$32K +$30.9K +158 New
GJIA
4147
Glass Jacobson Investment Advisors
Maryland
$31.8K -$90.9K -465 -75%
LWA
4148
Lowe Wealth Advisors
Maryland
$30.3K – – –
CWA
4149
Carolina Wealth Advisors
South Carolina
$28.1K – – –
CIR
4150
Clear Investment Research
Georgia
$26.4K -$782 -4 -3%
164 165
166
167 168