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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFGAS
4126
Allegiance Financial Group Advisory Services
Virginia
$350K -$20K -86 -6%
LA
4127
Lakeside Advisors
Washington
$350K -$68.2K -293 -17%
UFA
4128
Uptown Financial Advisors
Texas
$349K +$340K +1,458 New
WWP
4129
Wise Wealth Partners
Arizona
$349K +$340K +1,458 New
FA
4130
Freestate Advisors
Kansas
$349K -$8.15K -35 -2%
FCM
4131
Fieldview Capital Management
Michigan
$349K +$339K +1,456 New
NRW
4132
Nova R Wealth
Kansas
$349K +$1.63K +7 +0.5%
MPPW
4133
Mitchell & Pahl Private Wealth
Oklahoma
$348K +$338K +1,453 New
HIS
4134
Horizon Investment Services
Indiana
$348K +$44.3K +190 +15%
CCA
4135
Catalyst Capital Advisors
New York
$348K +$309K +1,325 +1,052%
LF
4136
Lighthouse Financial
Florida
$347K +$337K +1,449 New
AA
4137
Acorns Advisers
California
$347K +$17.2K +74 +5%
DWS
4138
Dynamic Wealth Strategies
California
$347K -$50.5K -217 -13%
AL
4139
ACAS LLC
California
$346K -$35.4K -152 -11%
TFA
4140
Tobias Financial Advisors
Florida
$346K +$37.5K +161 +13%
BWP
4141
BlueStem Wealth Partners
Minnesota
$344K +$335K +1,437 New
RFN
4142
Redwood Financial Network
Ohio
$344K +$932 +4 +0.3%
YWM
4143
Yoder Wealth Management
California
$344K +$9.08K +39 +3%
CCM
4144
Carlson Capital Management
Minnesota
$344K +$96.2K +413 +40%
AZ
4145
Alpha Zero
Florida
$343K +$334K +1,432 New
EW
4146
Enzi Wealth
Texas
$343K +$15.6K +67 +5%
AWC
4147
Adamsbrown Wealth Consultants
Kansas
$342K +$10.5K +45 +3%
PWM
4148
Penobscot Wealth Management
Maine
$341K +$10.2K +44 +3%
HWMT
4149
Heritage Wealth Management (Texas)
Texas
$341K -$21.2K -91 -6%
DB
4150
Dravo Bay
Delaware
$341K – – –
164 165
166
167 168