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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
4201
Perissos Private Wealth Management
Oklahoma
$316K +$5.82K +25 +2%
HFF
4202
Halter Ferguson Financial
Indiana
$316K -$11.6K -50 -4%
KWA
4203
Kondo Wealth Advisors
California
$316K +$307K +1,319 New
WPWM
4204
Western Pacific Wealth Management
Illinois
$315K – – –
FWM
4205
Fortress Wealth Management
California
$315K – – –
SMF
4206
Sterling Manor Financial
New York
$315K – – –
ACP
4207
Arcus Capital Partners
Georgia
$315K +$88K +378 +32%
SA
4208
Scarborough Advisors
Maryland
$314K +$306K +1,312 New
CA
4209
Crane Advisory
California
$314K – – –
AW
4210
Avion Wealth
Texas
$313K +$145K +624 +91%
PTCG
4211
Pring Turner Capital Group
California
$313K -$4.66K -20 -2%
RA
4212
Resolute Advisors
California
$313K +$304K +1,305 New
D
4213
Dentgroup
Louisiana
$312K -$1.86K -8 -0.6%
PCC
4214
Park Circle Company
Maryland
$312K – – –
LPFG
4215
Landing Point Financial Group
Ohio
$311K +$263K +1,130 New
UWM
4216
USAdvisors Wealth Management
Minnesota
$311K -$21.2K -91 -7%
PP
4217
PrairieView Partners
Minnesota
$311K +$69.9K +300 +30%
AC
4218
AWM Capital
Arizona
$311K +$24.2K +104 +9%
DWM
4219
David Wealth Management
Virginia
$311K +$302K +1,295 New
IWS
4220
Integrity Wealth Solutions
Colorado
$311K +$38.9K +167 +15%
EC
4221
Eaton-Cambridge
Arizona
$310K +$1.86K +8 +0.6%
GRA
4222
Golden Road Advisors
Florida
$310K -$1.4K -6 -0.5%
VR
4223
Valued Retirements
Texas
$310K – – –
CWMS
4224
Cannon Wealth Management Services
North Carolina
$309K +$4.89K +21 +2%
TFG
4225
Tilson Financial Group
New Jersey
$309K +$7.69K +33 +3%
167 168
169
170 171