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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCMW
4176
Northern Capital Management (Washington)
Washington
$340K – – –
SA
4177
Sicart Associates
New York
$340K – – –
OPWM
4178
Oregon Pacific Wealth Management
Oregon
$339K +$30.8K +121 +10%
FFC
4179
Frederick Financial Consultants
Maryland
$338K +$66K +259 +23%
TW
4180
Towerpoint Wealth
California
$338K -$26K -102 -7%
VR
4181
Valued Retirements
Texas
$338K +$21.7K +85 +7%
AWM
4182
Avondale Wealth Management
Texas
$337K – – –
PFA
4183
Plotkin Financial Advisors
Maryland
$337K +$2.55K +10 +0.7%
CFO
4184
Custos Family Office
Texas
$337K +$59.7K +234 +21%
EW
4185
Entruity Wealth
California
$336K – – –
MA
4186
Mezzasalma Advisors
New Jersey
$336K +$23.7K +93 +7%
CA
4187
Cumberland Advisors
Florida
$335K +$4.33K +17 +1%
VPF
4188
Vantage Point Financial
Illinois
$335K +$75.2K +295 +28%
RLIM
4189
Red Lighthouse Investment Management
New York
$335K +$255 +1 +0.1%
CIAS
4190
CBIZ Investment Advisory Services
Ohio
$335K +$29.3K +115 +9%
ORI
4191
Oak Ridge Investments
Illinois
$335K – – –
IWM
4192
IMG Wealth Management
Florida
$334K +$2.29K +9 +0.7%
TCMP
4193
Thrive Capital Management (Pennsylvania)
Pennsylvania
$333K +$347K +1,360 New
EE
4194
EWG Elevate
California
$333K -$10.7K -42 -3%
ACP
4195
Arcus Capital Partners
Georgia
$333K -$54.3K -213 -14%
WI
4196
WBI Investments
New Jersey
$333K +$346K +1,358 New
BPWM
4197
Black Point Wealth Management
Florida
$333K -$190K -744 -35%
FWA
4198
FOCUS Wealth Advisors
Texas
$332K +$17.6K +69 +5%
HA
4199
Hanover Advisors
South Carolina
$332K +$37.5K +147 +12%
WCM
4200
Wealthcare Capital Management
Virginia
$332K +$64.2K +252 +23%
166 167
168
169 170