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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
4151
Hobbs Wealth Management
Indiana
$341K +$331K +1,422 New
CFP
4152
Cypress Financial Planning
New Jersey
$341K +$6.75K +29 +2%
BOSSRA
4153
B.O.S.S. Retirement Advisors
Utah
$341K -$6.08M -26,119 -95%
DP
4154
DDD Partners
Washington
$339K +$8.85K +38 +3%
SA
4155
Skyline Advisors
Washington
$339K -$98.1K -421 -23%
RK
4156
Rather & Kittrell
Tennessee
$338K +$466 +2 +0.1%
OPWM
4157
Oxinas Partners Wealth Management
Indiana
$337K -$177K -758 -35%
MPW
4158
MGO Private Wealth
California
$336K -$125K -537 -28%
AAS
4159
Asset Allocation Strategies
Michigan
$336K +$2.33K +10 +0.8%
EE
4160
EWG Elevate
California
$336K +$45K +193 +16%
SIM
4161
Sterling Investment Management
Arizona
$335K – – –
CCM
4162
Chiron Capital Management
Florida
$335K +$326K +1,398 New
PFG
4163
Pinnacle Financial Group
Illinois
$335K +$73.1K +314 +29%
MAM
4164
Mainsail Asset Management
Alabama
$334K – – –
VWM
4165
Verus Wealth Management
Wisconsin
$334K +$325K +1,394 New
CCC
4166
Chelsea Counsel Company
California
$334K – – –
PVAMC
4167
PPS&V Asset Management Consultants
Michigan
$333K +$233 +1 +0.1%
AWM
4168
Able Wealth Management
New Jersey
$333K +$14.2K +61 +5%
NCMW
4169
Northern Capital Management (Washington)
Washington
$332K -$41.9K -180 -12%
SA
4170
Sicart Associates
New York
$332K – – –
APWM
4171
Anchor Pointe Wealth Management
Missouri
$331K +$322K +1,382 New
PA
4172
PharVision Advisers
Florida
$330K +$320K +1,376 New
AWM
4173
Avondale Wealth Management
Texas
$330K – – –
RL
4174
Retireful LLC
Michigan
$329K +$320K +1,373 New
WWA
4175
Wealth Watch Advisors
Colorado
$329K +$317K +1,363 New
165 166
167
168 169