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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
4226
ADG Wealth Management Group
Louisiana
$317K +$43.9K +172 +15%
AFAS
4227
Acorn Financial Advisory Services
Virginia
$317K -$187K -732 -36%
WH
4228
Whitcomb & Hess
Ohio
$317K +$1.27K +5 +0.4%
EW
4229
Enzi Wealth
Texas
$316K -$3.06K -12 -0.9%
DWM
4230
David Wealth Management
Virginia
$316K -$2.04K -8 -0.6%
EC
4231
Eaton-Cambridge
Arizona
$315K -$2.04K -8 -0.6%
D
4232
Dentgroup
Louisiana
$315K -$4.08K -16 -1%
WN
4233
Williams & Novak
California
$315K +$11K +43 +3%
WCP
4234
Wick Capital Partners
Pennsylvania
$315K – – –
SCM
4235
Sage Capital Management
New Jersey
$314K +$1.02K +4 +0.3%
CWA
4236
Continuum Wealth Advisors
New York
$314K -$64.5K -253 -16%
KFP
4237
Keener Financial Planning
Texas
$314K -$76.5K -300 -19%
GCM
4238
G2 Capital Management
Ohio
$314K +$8.41K +33 +3%
AW
4239
Avion Wealth
Texas
$313K – – –
VWM
4240
Verus Wealth Management
Wisconsin
$313K -$30.3K -119 -9%
GRA
4241
Golden Road Advisors
Florida
$313K -$4.33K -17 -1%
MFS
4242
Madrona Financial Services
Washington
$313K -$255 -1 -0.1%
IPA
4243
Investment Planning Advisors
Georgia
$312K -$3.06K -12 -0.9%
AWM
4244
Austin Wealth Management
Texas
$312K +$48.2K +189 +17%
PSC
4245
Prentiss Smith & Co
Vermont
$311K – – –
PIWA
4246
Prevail Innovative Wealth Advisors
Kansas
$311K +$55.1K +216 +21%
RCM
4247
Richardson Capital Management
Wisconsin
$311K +$274K +1,074 +559%
IHWM
4248
Iron Horse Wealth Management
Iowa
$310K +$25.7K +101 +9%
RL
4249
Retireful LLC
Michigan
$310K -$24.2K -95 -7%
GWSA
4250
Global Wealth Strategies & Associates
Colorado
$310K +$32.4K +127 +11%
168 169
170
171 172