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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
4126
Instrumental Wealth
Florida
$468K +$31.2K +105 +7%
CC
4127
Capital Counsel
New York
$467K -$13.4K -45 -3%
HWMT
4128
Heritage Wealth Management (Texas)
Texas
$463K +$9.52K +32 +2%
LF
4129
Lighthouse Financial
Florida
$463K +$2.97K +10 +0.7%
DFP
4130
Defined Financial Planning
California
$462K +$29.4K +99 +7%
BZWA
4131
Blue Zone Wealth Advisors
California
$461K +$148K +498 +52%
2L
4132
25 LLC
Missouri
$461K +$13.4K +45 +3%
GSWA
4133
Good Steward Wealth Advisors
Tennessee
$460K -$178K -599 -29%
GA
4134
Greenspring Advisors
Maryland
$460K +$434K +1,459 New
DF
4135
Dunhill Financial
United Kingdom
$460K +$37.8K +127 +10%
MGIA
4136
Matthew Goff Investment Advisor
Texas
$460K -$13.4K -45 -3%
UFA
4137
Uptown Financial Advisors
Texas
$460K – – –
WQ
4138
Wealth Quarterback
New Jersey
$459K -$45.5K -153 -10%
TW
4139
Towerpoint Wealth
California
$459K +$6.25K +21 +1%
FFC
4140
Frederick Financial Consultants
Maryland
$458K +$1.19K +4 +0.3%
SA
4141
Sage Advisors
Colorado
$458K +$218K +734 +102%
WAM
4142
Worth Asset Management
Texas
$458K -$98.4K -331 -19%
PCA
4143
Private Capital Advisors
Connecticut
$457K -$44.6K -150 -9%
TCM
4144
Triumph Capital Management
Colorado
$457K +$7.73K +26 +2%
CFP
4145
Cypress Financial Planning
New Jersey
$457K +$2.68K +9 +0.6%
BWG
4146
Boomfish Wealth Group
Georgia
$457K +$14.3K +48 +3%
CWA
4147
Continuum Wealth Advisors
New York
$457K +$49.4K +166 +13%
NFA
4148
Northwest Financial Advisors
Virginia
$456K -$14.9K -50 -3%
JPLA
4149
Joseph P. Lucia & Associates
New York
$455K +$30.9K +104 +8%
BDPWM
4150
Barnes Dennig Private Wealth Management
Ohio
$455K +$12.8K +43 +3%
164 165
166
167 168