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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
4201
Sharp Financial Services
Pennsylvania
$589K – – –
AFA
4202
American Financial Advisors
Georgia
$589K +$2.48K +8 +0.4%
FIC
4203
Family Investment Center
Missouri
$586K +$619 +2 +0.1%
BHPW
4204
Box Hill Private Wealth
Arizona
$586K +$563K +1,820 New
AR
4205
Apeiron RIA
Texas
$586K -$112K -361 -16%
SFG
4206
Southern Financial Group
Alabama
$586K +$563K +1,817 New
KIM
4207
Kane Investment Management
California
$584K +$52K +168 +10%
PCM
4208
Polymer Capital Management
New York
$584K +$561K +1,811 New
MFPI
4209
Midwest Financial Partners Investments
Minnesota
$583K +$560K +1,809 New
MAM
4210
MMA Asset Management
Pennsylvania
$581K -$92.6K -299 -14%
EFG
4211
Elm3 Financial Group
Georgia
$581K +$22.3K +72 +4%
PFA
4212
Presper Financial Architects
Ohio
$580K – – –
CCP
4213
Cushing Capital Partners
Wisconsin
$577K -$17.3K -56 -3%
RAS
4214
RPS Advisory Solutions
Kentucky
$576K -$131K -422 -19%
WPA
4215
Wealth Preservation Advisors
Tennessee
$575K +$12.7K +41 +2%
SHJ
4216
Sharkey, Howes & Javer
Colorado
$575K – – –
UWM
4217
Urban Wealth Management
California
$575K +$552K +1,784 New
R
4218
Rebalance
California
$575K +$8.36K +27 +2%
BOSSRA
4219
B.O.S.S. Retirement Advisors
Utah
$574K -$8.67K -28 -2%
FAN
4220
Financial Advisors Network
California
$574K +$8.98K +29 +2%
HPWM
4221
High Point Wealth Management
New Jersey
$573K +$551K +1,779 New
TWP
4222
Tower Wealth Partners
Pennsylvania
$573K +$1.55K +5 +0.3%
LODC
4223
Lanham O'Dell & Company
West Virginia
$573K – – –
CFO
4224
Custos Family Office
Texas
$571K -$929 -3 -0.2%
WWM
4225
WT Wealth Management
Arizona
$571K -$9.91K -32 -2%
167 168
169
170 171