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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
4126
Yoder Wealth Management
California
$440K +$43.9K +172 +13%
BMM
4127
Berkshire Money Management
Massachusetts
$440K -$108K -425 -22%
HWM
4128
Hobbs Wealth Management
Indiana
$439K +$21.9K +86 +6%
WWM
4129
Wiser Wealth Management
Georgia
$438K +$45.2K +177 +13%
SFMG
4130
Sage Financial Management Group
Virginia
$437K – – –
RCI
4131
RS Crum Inc
California
$437K +$1.02K +4 +0.3%
DW
4132
Dodds Wealth
Colorado
$437K -$38.5K -151 -9%
MAM
4133
Mainsail Asset Management
Alabama
$437K +$2.3K +9 +0.6%
TLFA
4134
True Link Financial Advisors
California
$436K -$33.2K -130 -8%
CWM
4135
ClientFirst Wealth Management
Arkansas
$436K – – –
MGIA
4136
Matthew Goff Investment Advisor
Texas
$436K – – –
NA
4137
Nottingham Advisors
New York
$435K -$112K -439 -23%
CC
4138
Colrain Capital
Massachusetts
$435K – – –
HP
4139
Highlander Partners
Texas
$435K – – –
GWM
4140
GK Wealth Management
Nevada
$435K -$17.6K -69 -4%
BWM
4141
Boyd Wealth Management
California
$434K – – –
PFS
4142
Prospect Financial Services
New York
$434K -$95.7K -375 -20%
CFSG
4143
Clark Financial Services Group
Missouri
$434K +$20.9K +82 +6%
NFA
4144
Northwest Financial Advisors
Virginia
$434K -$1.04M -4,080 -73%
EWM
4145
Endowment Wealth Management
Wisconsin
$434K +$167K +653 +77%
SWM
4146
Seed Wealth Management
Illinois
$434K – – –
KIA
4147
Kraematon Investment Advisors
Massachusetts
$433K +$2.04K +8 +0.5%
IPWA
4148
International Private Wealth Advisors
California
$433K -$73.5K -288 -16%
VBFP
4149
Valtinson Bruner Financial Planning
Minnesota
$432K +$19.1K +75 +5%
CFGA
4150
Cambridge Financial Group (Arizona)
Arizona
$430K – – –
164 165
166
167 168