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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMG
4126
Redwood Wealth Management Group
New Jersey
$594K +$303 +1 +0%
SO
4127
Sierra Ocean
California
$593K +$6.68K +22 +1%
AC
4128
AWM Capital
Arizona
$593K -$303 -1 -0%
OFP
4129
OLIO Financial Planning
Virginia
$593K -$12.4K -41 -2%
MBI
4130
May Barnhard Investments
Maryland
$592K – – –
WFS
4131
Widmann Financial Services
Maryland
$592K – – –
AR
4132
Apeiron RIA
Texas
$591K +$33.4K +110 +6%
CWA
4133
Cura Wealth Advisors
Illinois
$590K -$160K -526 -21%
FCMA
4134
Foresight Capital Management Advisors
Michigan
$589K +$2.12K +7 +0.4%
WWA
4135
Wealth Watch Advisors
Colorado
$589K +$110K +364 +22%
ATFA
4136
All Terrain Financial Advisors
Minnesota
$589K -$168K -552 -22%
BCM
4137
Brooktree Capital Management
Michigan
$588K – – –
BOA
4138
Birnam Oak Advisors
New York
$588K +$607K +2,000 New
BAG
4139
Bauman Advisory Group
Nevada
$587K -$73.7K -243 -11%
TP
4140
Thayer Partners
Pennsylvania
$587K +$26.7K +88 +5%
ORAM
4141
One River Asset Management
Connecticut
$586K +$605K +1,993 New
SFP
4142
Sterling Financial Planning
New Jersey
$584K – – –
SA
4143
Sonoma Allocations
California
$584K -$77.4K -255 -11%
WW
4144
Westshore Wealth
California
$584K +$18.8K +62 +3%
HFW
4145
Horizon Family Wealth
Illinois
$583K +$2.43K +8 +0.4%
KNFPWM
4146
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$583K -$13.7K -45 -2%
CFP
4147
Comprehensive Financial Planning
Pennsylvania
$582K +$2.12K +7 +0.4%
RFG
4148
REAP Financial Group
Texas
$582K -$117K -387 -16%
DP
4149
Denver PWM
Colorado
$580K +$52.2K +172 +10%
RHJA
4150
Rice Hall James & Associates
California
$579K – – –
164 165
166
167 168