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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
4176
Towerpoint Wealth
California
$338K -$26K -102 -7%
VR
4177
Valued Retirements
Texas
$338K +$21.7K +85 +7%
AWM
4178
Avondale Wealth Management
Texas
$337K – – –
PFA
4179
Plotkin Financial Advisors
Maryland
$337K +$2.55K +10 +0.7%
CFO
4180
Custos Family Office
Texas
$337K +$59.7K +234 +21%
EW
4181
Entruity Wealth
California
$336K – – –
MA
4182
Mezzasalma Advisors
New Jersey
$336K +$23.7K +93 +7%
CA
4183
Cumberland Advisors
Florida
$335K +$4.33K +17 +1%
VPF
4184
Vantage Point Financial
Illinois
$335K +$75.2K +295 +28%
RLIM
4185
Red Lighthouse Investment Management
New York
$335K +$255 +1 +0.1%
CIAS
4186
CBIZ Investment Advisory Services
Ohio
$335K +$29.3K +115 +9%
ORI
4187
Oak Ridge Investments
Illinois
$335K – – –
IWM
4188
IMG Wealth Management
Florida
$334K +$2.29K +9 +0.7%
TCMP
4189
Thrive Capital Management (Pennsylvania)
Pennsylvania
$333K +$347K +1,360 New
EE
4190
EWG Elevate
California
$333K -$10.7K -42 -3%
ACP
4191
Arcus Capital Partners
Georgia
$333K -$54.3K -213 -14%
WI
4192
WBI Investments
New Jersey
$333K +$346K +1,358 New
BPWM
4193
Black Point Wealth Management
Florida
$333K -$190K -744 -35%
FWA
4194
FOCUS Wealth Advisors
Texas
$332K +$17.6K +69 +5%
HA
4195
Hanover Advisors
South Carolina
$332K +$37.5K +147 +12%
WCM
4196
Wealthcare Capital Management
Virginia
$332K +$64.2K +252 +23%
DFP
4197
Defined Financial Planning
California
$332K +$42.3K +166 +14%
GFG
4198
Grantvest Financial Group
New Jersey
$332K -$64.5K -253 -16%
KWA
4199
Kondo Wealth Advisors
California
$331K +$8.16K +32 +2%
JRFS
4200
James Reed Financial Services
Ohio
$331K – – –
166 167
168
169 170