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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
4226
Paragon Financial Partners
California
$389K +$255 +1 +0.1%
JFG
4227
JMG Financial Group
Illinois
$389K +$342K +1,341 New
GRA
4228
Golden Road Advisors
Florida
$389K +$16.8K +66 +5%
JPLA
4229
Joseph P. Lucia & Associates
New York
$388K – – –
ACP
4230
Arcus Capital Partners
Georgia
$388K -$5.1K -20 -1%
CIAS
4231
CBIZ Investment Advisory Services
Ohio
$386K -$8.42K -33 -2%
CWA
4232
Clarus Wealth Advisors
Arizona
$386K -$30.4K -119 -8%
RWM
4233
Raffa Wealth Management
District of Columbia
$385K +$73.5K +288 +28%
TWM
4234
Tumwater Wealth Management
Idaho
$385K – – –
WCP
4235
Wick Capital Partners
Pennsylvania
$383K +$1.45M +5,667 +441%
ZRP
4236
Zynergy Retirement Planning
New Jersey
$383K +$33.7K +132 +11%
VR
4237
Valued Retirements
Texas
$382K -$14.5K -57 -4%
ST
4238
Sageworth Trust
Pennsylvania
$382K -$106K -414 -24%
QP
4239
Quartz Partners
New York
$381K +$46.7K +183 +16%
HC
4240
Hoese & Co
Minnesota
$380K +$38.3K +150 +13%
PTCG
4241
Pring Turner Capital Group
California
$378K – – –
PPWM
4242
Perissos Private Wealth Management
Oklahoma
$378K -$3.83K -15 -1%
RFN
4243
Redwood Financial Network
Ohio
$377K -$40.8K -160 -11%
PCC
4244
Park Circle Company
Maryland
$377K – – –
DWM
4245
David Wealth Management
Virginia
$377K +$3.06K +12 +0.9%
IWS
4246
Integrity Wealth Solutions
Colorado
$377K +$510 +2 +0.2%
AWM
4247
Austin Wealth Management
Texas
$377K -$1.28K -5 -0.4%
CFP
4248
Curran Financial Partners
South Carolina
$375K +$53.8K +211 +19%
GWA
4249
Geometric Wealth Advisors
District of Columbia
$374K +$17.9K +70 +6%
DF
4250
Dunhill Financial
United Kingdom
$374K +$181K +708 +113%
168 169
170
171 172