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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
4201
DHJJ Financial Advisors
Illinois
$547K – – –
DWM
4202
Denver Wealth Management
Colorado
$546K +$8.8K +29 +2%
RIP
4203
Reliant Investment Partners
North Carolina
$545K -$196K -646 -26%
CWA
4204
Clarus Wealth Advisors
Arizona
$545K +$108K +355 +24%
GFA
4205
Gladwyn Financial Advisors
Virginia
$545K – – –
IWAO
4206
Independence Wealth Advisors (Ohio)
Ohio
$545K +$169K +558 +43%
WBCM
4207
Wilson & Boucher Capital Management
California
$545K +$303 +1 +0.1%
FFS
4208
Fortress Financial Solutions
Arizona
$544K +$30.7K +101 +6%
DWAM
4209
Duncan Williams Asset Management
Tennessee
$544K -$14.3K -47 -2%
RK
4210
Rather & Kittrell
Tennessee
$543K -$6.68K -22 -1%
NWMP
4211
Noble Wealth Management PBC
Colorado
$543K -$5.77K -19 -1%
SC
4212
Schiavi & Co
Delaware
$543K +$4.86K +16 +0.9%
CWA
4213
CogentBlue Wealth Advisors
Tennessee
$542K -$24.9K -82 -4%
GA
4214
Gordian Advisors
Arizona
$542K – – –
JWM
4215
Jupiter Wealth Management
Colorado
$542K – – –
TCM
4216
Thoma Capital Management
Maryland
$542K -$227K -747 -29%
AFA
4217
American Financial Advisors
Georgia
$540K +$2.73K +9 +0.5%
SFG
4218
Southern Financial Group
Alabama
$538K +$3.94K +13 +0.7%
WCM
4219
Warburton Capital Management
Oklahoma
$538K +$59.8K +197 +13%
BHPW
4220
Box Hill Private Wealth
Arizona
$538K +$2.43K +8 +0.4%
ICMM
4221
Integrated Capital Management (Michigan)
Michigan
$535K +$52.2K +172 +10%
CIC
4222
Chase Investment Counsel
Virginia
$535K +$259K +852 +88%
FGC
4223
First Growth Capital
Maryland
$535K – – –
MFA
4224
Morling Financial Advisors
California
$534K -$8.8K -29 -2%
EFG
4225
Elm3 Financial Group
Georgia
$533K +$2.73K +9 +0.5%
167 168
169
170 171