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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
4251
Geometric Wealth Advisors
District of Columbia
$374K +$17.9K +70 +6%
DF
4252
Dunhill Financial
United Kingdom
$374K +$181K +708 +113%
SCM
4253
Sage Capital Management
New Jersey
$373K +$1.28K +5 +0.4%
D
4254
Dentgroup
Louisiana
$373K +$510 +2 +0.2%
KFG
4255
Kelly Financial Group
Connecticut
$373K +$21.4K +84 +7%
FWA
4256
FOCUS Wealth Advisors
Texas
$373K -$17.6K -69 -5%
CWA
4257
Continuum Wealth Advisors
New York
$372K – – –
BBW
4258
Blue Barn Wealth
Utah
$371K +$87.8K +344 +37%
EW
4259
Enzi Wealth
Texas
$371K +$255 +1 +0.1%
AFAS
4260
Acorn Financial Advisory Services
Virginia
$371K -$3.32K -13 -1%
CA
4261
Crane Advisory
California
$370K – – –
GWSA
4262
Global Wealth Strategies & Associates
Colorado
$370K +$3.57K +14 +1%
VWM
4263
Verus Wealth Management
Wisconsin
$370K – – –
PSC
4264
Prentiss Smith & Co
Vermont
$368K – – –
FWM
4265
FMB Wealth Management
California
$368K +$6.38K +25 +2%
B
4266
Bellecapital
Switzerland
$366K – – –
RCM
4267
Richardson Capital Management
Wisconsin
$366K -$1.28K -5 -0.4%
LGW
4268
Leslie Global Wealth
Illinois
$365K +$20.4K +80 +7%
MLFP
4269
MPS Loria Financial Planners
Illinois
$365K +$766 +3 +0.2%
KLI
4270
Kelman-Lazarov Inc
Tennessee
$364K +$46.4K +182 +17%
AP
4271
Aspect Partners
Virginia
$364K +$14K +55 +5%
CPA
4272
Cathy Pareto & Associates
Florida
$364K -$51.5K -202 -14%
VMMC
4273
V.M. Manning & Co
South Carolina
$363K +$306K +1,201 New
FSWA
4274
Financial Synergies Wealth Advisors
Texas
$363K +$64.3K +252 +25%
SCM
4275
Saxony Capital Management
Missouri
$363K -$47.5K -186 -13%
169 170
171
172 173