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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
4151
Brighton Securities
New York
$430K -$89.1K -349 -19%
APM
4152
Advanced Portfolio Management
New York
$428K – – –
DP
4153
DDD Partners
Washington
$428K +$6.38K +25 +2%
PFA
4154
Plotkin Financial Advisors
Maryland
$428K +$25.5K +100 +7%
JCM
4155
Jag Capital Management
Missouri
$427K +$255 +1 +0.1%
PFG
4156
Pinnacle Financial Group
Illinois
$427K +$16.3K +64 +5%
RK
4157
Rather & Kittrell
Tennessee
$427K +$8.17K +32 +2%
HPC
4158
Hobart Private Capital
North Carolina
$427K +$376K +1,473 New
PPH
4159
Pure Portfolios Holdings
Oregon
$426K +$53.3K +209 +17%
MFS
4160
Madrona Financial Services
Washington
$426K +$49.5K +194 +15%
NRW
4161
Nova R Wealth
Kansas
$424K -$62.3K -244 -14%
FA
4162
Freestate Advisors
Kansas
$423K +$510 +2 +0.1%
TWM
4163
Trevian Wealth Management
Massachusetts
$423K +$7.66K +30 +2%
UFA
4164
Uptown Financial Advisors
Texas
$423K – – –
IPA
4165
Investment Planning Advisors
Georgia
$423K +$47.2K +185 +15%
LF
4166
Lighthouse Financial
Florida
$422K – – –
PIWA
4167
Prevail Innovative Wealth Advisors
Kansas
$421K +$47.7K +187 +15%
FFC
4168
Frederick Financial Consultants
Maryland
$420K +$17.9K +70 +5%
AWM
4169
Able Wealth Management
New Jersey
$418K +$13.5K +53 +4%
MIM
4170
Marshall Investment Management
Colorado
$418K -$3.32M -12,991 -90%
CFP
4171
Cypress Financial Planning
New Jersey
$417K +$3.32K +13 +0.9%
HWMT
4172
Heritage Wealth Management (Texas)
Texas
$416K +$3.32K +13 +0.9%
APWM
4173
Argonautica Private Wealth Management
Massachusetts
$416K -$56.9K -223 -13%
TW
4174
Towerpoint Wealth
California
$416K +$14.3K +56 +4%
FC
4175
Farringdon Capital
United Kingdom
$416K +$366K +1,435 New
165 166
167
168 169