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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
4251
HBC Financial Services
Washington
$296K +$233 +1 +0.1%
WFP
4252
Wrenne Financial Planning
Kentucky
$296K – – –
SOWAS
4253
Silver Oak Wealth Advisors Services
California
$295K +$121K +520 New
BA
4254
Ballew Advisors
Mississippi
$294K +$466 +2 +0.2%
CPA
4255
Clear Point Advisors
New York
$293K -$2.56K -11 -0.9%
FA
4256
FSA Advisors
Michigan
$293K -$304K -1,305 -52%
CFSG
4257
Clark Financial Services Group
Missouri
$293K +$9.78K +42 +4%
MCIA
4258
Mountain Capital Investment Advisors
Colorado
$293K -$16.1K -69 -6%
FFP
4259
Freedom Financial Partners
Minnesota
$292K +$284K +1,220 New
FGA
4260
Fortis Group Advisors
New Jersey
$291K +$212K +911 +300%
MFGP
4261
Marshall Financial Group (Pennsylvania)
Pennsylvania
$291K -$47.5K -204 -14%
QCIG
4262
Quad-Cities Investment Group
Iowa
$291K +$233 +1 +0.1%
ARG
4263
Advisory Resource Group
Oklahoma
$291K +$12.8K +55 +5%
FCC
4264
Flower City Capital
New York
$290K – – –
O3W
4265
Omni 360 Wealth
New Jersey
$290K -$99.9K -429 -26%
ETC
4266
Exchange Traded Concepts
Oklahoma
$290K -$9.71M -41,688 -97%
AP
4267
Aspect Partners
Virginia
$290K -$2.1K -9 -0.7%
HA
4268
Hanover Advisors
South Carolina
$290K – – –
PC
4269
Prairiewood Capital
North Dakota
$289K – – –
Q1WB
4270
Quest 10 Wealth Builders
Virginia
$289K +$281K +1,206 New
RDIA
4271
RE Dickinson Investment Advisors
Iowa
$289K – – –
GWA
4272
Geometric Wealth Advisors
District of Columbia
$288K +$11.4K +49 +4%
FWSM
4273
First Wilshire Securities Management
California
$288K – – –
GFP
4274
Guardian Financial Partners
California
$288K +$26.3K +113 +10%
CC
4275
Capstone Capital
Nevada
$287K -$466 -2 -0.2%
169 170
171
172 173