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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
4226
Urban Wealth Management
California
$575K +$552K +1,784 New
R
4227
Rebalance
California
$575K +$8.36K +27 +2%
BOSSRA
4228
B.O.S.S. Retirement Advisors
Utah
$574K -$8.67K -28 -2%
FAN
4229
Financial Advisors Network
California
$574K +$8.98K +29 +2%
HPWM
4230
High Point Wealth Management
New Jersey
$573K +$551K +1,779 New
TWP
4231
Tower Wealth Partners
Pennsylvania
$573K +$1.55K +5 +0.3%
LODC
4232
Lanham O'Dell & Company
West Virginia
$573K – – –
CFO
4233
Custos Family Office
Texas
$571K -$929 -3 -0.2%
WWM
4234
WT Wealth Management
Arizona
$571K -$9.91K -32 -2%
MWM
4235
Momentous Wealth Management
Washington
$569K +$142K +459 +35%
AWA
4236
Argos Wealth Advisors
California
$569K +$547K +1,766 New
TLA
4237
Tanglewood Legacy Advisors
Texas
$569K +$37.8K +122 +7%
LWA
4238
Ledgewood Wealth Advisors
New Hampshire
$567K – – –
VPF
4239
Vantage Point Financial
Illinois
$567K +$103K +333 +23%
HIA
4240
HTG Investment Advisors
Connecticut
$566K – – –
PW
4241
Potentia Wealth
California
$566K – – –
CM
4242
Columbus Macro
Pennsylvania
$566K -$37.2K -120 -6%
PWMG
4243
Private Wealth Management Group
New Jersey
$566K -$2.17K -7 -0.4%
MWA
4244
Muirfield Wealth Advisors
North Carolina
$565K +$34.1K +110 +7%
SWMG
4245
Sanchez Wealth Management Group
Florida
$563K – – –
FFS
4246
Fortress Financial Solutions
Arizona
$563K +$18.3K +59 +3%
FGC
4247
First Growth Capital
Maryland
$563K +$560K +1,810 New
WWM
4248
Wiser Wealth Management
Georgia
$562K +$11.8K +38 +2%
SCA
4249
Sage Capital Advisors
South Dakota
$561K +$10.8K +35 +2%
KL
4250
KWMG LLC
Kansas
$561K +$6.81K +22 +1%
168 169
170
171 172