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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
4226
Northwest Quadrant Wealth Management
Oregon
$390K +$1.53K +6 +0.4%
HIM
4227
Harbour Investment Management
Washington
$390K – – –
PFP
4228
Paragon Financial Partners
California
$389K +$255 +1 +0.1%
JFG
4229
JMG Financial Group
Illinois
$389K +$342K +1,341 New
GRA
4230
Golden Road Advisors
Florida
$389K +$16.8K +66 +5%
JPLA
4231
Joseph P. Lucia & Associates
New York
$388K – – –
ACP
4232
Arcus Capital Partners
Georgia
$388K -$5.1K -20 -1%
CIAS
4233
CBIZ Investment Advisory Services
Ohio
$386K -$8.42K -33 -2%
CWA
4234
Clarus Wealth Advisors
Arizona
$386K -$30.4K -119 -8%
RWM
4235
Raffa Wealth Management
District of Columbia
$385K +$73.5K +288 +28%
TWM
4236
Tumwater Wealth Management
Idaho
$385K – – –
WCP
4237
Wick Capital Partners
Pennsylvania
$383K +$1.45M +5,667 +441%
ZRP
4238
Zynergy Retirement Planning
New Jersey
$383K +$33.7K +132 +11%
VR
4239
Valued Retirements
Texas
$382K -$14.5K -57 -4%
ST
4240
Sageworth Trust
Pennsylvania
$382K -$106K -414 -24%
QP
4241
Quartz Partners
New York
$381K +$46.7K +183 +16%
HC
4242
Hoese & Co
Minnesota
$380K +$38.3K +150 +13%
PTCG
4243
Pring Turner Capital Group
California
$378K – – –
PPWM
4244
Perissos Private Wealth Management
Oklahoma
$378K -$3.83K -15 -1%
RFN
4245
Redwood Financial Network
Ohio
$377K -$40.8K -160 -11%
PCC
4246
Park Circle Company
Maryland
$377K – – –
DWM
4247
David Wealth Management
Virginia
$377K +$3.06K +12 +0.9%
IWS
4248
Integrity Wealth Solutions
Colorado
$377K +$510 +2 +0.2%
AWM
4249
Austin Wealth Management
Texas
$377K -$1.28K -5 -0.4%
CFP
4250
Curran Financial Partners
South Carolina
$375K +$53.8K +211 +19%
168 169
170
171 172