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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
4226
Momentous Wealth Management
Washington
$569K +$142K +459 +35%
AWA
4227
Argos Wealth Advisors
California
$569K +$547K +1,766 New
TLA
4228
Tanglewood Legacy Advisors
Texas
$569K +$37.8K +122 +7%
LWA
4229
Ledgewood Wealth Advisors
New Hampshire
$567K – – –
VPF
4230
Vantage Point Financial
Illinois
$567K +$103K +333 +23%
HIA
4231
HTG Investment Advisors
Connecticut
$566K – – –
PW
4232
Potentia Wealth
California
$566K – – –
CM
4233
Columbus Macro
Pennsylvania
$566K -$37.2K -120 -6%
PWMG
4234
Private Wealth Management Group
New Jersey
$566K -$2.17K -7 -0.4%
MWA
4235
Muirfield Wealth Advisors
North Carolina
$565K +$34.1K +110 +7%
SWMG
4236
Sanchez Wealth Management Group
Florida
$563K – – –
FFS
4237
Fortress Financial Solutions
Arizona
$563K +$18.3K +59 +3%
FGC
4238
First Growth Capital
Maryland
$563K +$560K +1,810 New
WWM
4239
Wiser Wealth Management
Georgia
$562K +$11.8K +38 +2%
SCA
4240
Sage Capital Advisors
South Dakota
$561K +$10.8K +35 +2%
KL
4241
KWMG LLC
Kansas
$561K +$6.81K +22 +1%
MSWM
4242
Mowery & Schoenfeld Wealth Management
Illinois
$560K +$74.3K +240 +16%
AMG
4243
Asset Management Group
Connecticut
$560K -$2.79K -9 -0.5%
FWMP
4244
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$558K -$14.2K -46 -3%
WAG
4245
Wallace Advisory Group
California
$558K -$446K -1,439 -45%
SOAG
4246
Silver Oak Advisory Group
Oregon
$557K -$37.2K -120 -6%
GCP
4247
Gill Capital Partners
Colorado
$555K +$20.1K +65 +4%
PWM
4248
Power Wealth Management
Georgia
$554K -$3.71K -12 -0.7%
DWA
4249
Delta Wealth Advisors
Indiana
$554K – – –
EWA
4250
Encompass Wealth Advisors
Oregon
$554K -$75.9K -245 -12%
168 169
170
171 172