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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
4201
PrairieView Partners
Minnesota
$331K +$12.7K +50 +4%
YWM
4202
Yoder Wealth Management
California
$330K -$23.2K -91 -6%
HIM
4203
Harbour Investment Management
Washington
$330K – – –
WA
4204
Whipplewood Advisors
Colorado
$330K +$2.09M +8,194 +609%
GA
4205
Greenspring Advisors
Maryland
$329K -$29.8K -117 -8%
PFP
4206
Paragon Financial Partners
California
$329K -$35.7K -140 -9%
MPM
4207
MBB Public Markets
Illinois
$329K -$5.56M -21,790 -94%
NQWM
4208
Northwest Quadrant Wealth Management
Oregon
$328K +$1.02K +4 +0.3%
SWA
4209
Strata Wealth Advisors
Texas
$328K +$2.55K +10 +0.8%
JPLA
4210
Joseph P. Lucia & Associates
New York
$328K – – –
UFA
4211
US Financial Advisors
Massachusetts
$327K +$340K +1,335 New
WWM
4212
Wiser Wealth Management
Georgia
$327K +$14.5K +57 +4%
IW
4213
Instrumental Wealth
Florida
$327K -$8.41K -33 -2%
TWM
4214
Tumwater Wealth Management
Idaho
$326K – – –
PPWM
4215
Perissos Private Wealth Management
Oklahoma
$324K – – –
WPWM
4216
Western Pacific Wealth Management
Illinois
$323K – – –
SHIM
4217
Stone House Investment Management
Pennsylvania
$322K +$84.1K +330 +34%
DP
4218
Denver PWM
Colorado
$322K +$175K +688 +110%
CCM
4219
Cutler Capital Management
Massachusetts
$321K +$31.1K +122 +10%
LAM
4220
Lountzis Asset Management
Pennsylvania
$320K -$15K -59 -4%
PTCG
4221
Pring Turner Capital Group
California
$320K – – –
LFASL
4222
Lugano Financial Advisors SA (LFA)
Switzerland
$319K -$48.4K -190 -13%
PCC
4223
Park Circle Company
Maryland
$319K – – –
LOIP
4224
Live Oak Investment Partners
Texas
$319K +$331K +1,299 New
IWS
4225
Integrity Wealth Solutions
Colorado
$318K +$255 +1 +0.1%
167 168
169
170 171