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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
4251
Integrity Advisory Solutions
Texas
$392K +$369K +1,242 New
CCM
4252
Colorado Capital Management
Colorado
$392K +$164K +551 +80%
GFG
4253
Grantvest Financial Group
New Jersey
$391K +$595 +2 +0.2%
NQWM
4254
Northwest Quadrant Wealth Management
Oregon
$391K -$31.5K -106 -8%
WMN
4255
Wealth Management Nebraska
Nebraska
$390K +$4.16K +14 +1%
KLI
4256
Kelman-Lazarov Inc
Tennessee
$389K -$7.14K -24 -2%
PI
4257
Pachira Investments
California
$389K +$51.5K +173 +16%
CWA
4258
Cascade Wealth Advisors
Washington
$388K -$89.2K -300 -20%
CWMA
4259
Capstone Wealth Management (Alabama)
Alabama
$387K +$10.7K +36 +3%
JWS
4260
Juncture Wealth Strategies
Arizona
$387K +$365K +1,227 New
PCMK
4261
Paragon Capital Management (Kansas)
Kansas
$386K – – –
FFP
4262
Freedom Financial Partners
Minnesota
$386K +$1.19K +4 +0.3%
PC
4263
Prairiewood Capital
North Dakota
$385K +$11.9K +40 +3%
ZAM
4264
Zevin Asset Management
Massachusetts
$385K +$37.2K +125 +11%
BFA
4265
Brown Financial Advisory
Alabama
$384K +$10.7K +36 +3%
AWP
4266
Astra Wealth Partners
New Jersey
$384K +$33.3K +112 +10%
LAS
4267
Lloyd Advisory Services
Georgia
$383K +$78.2K +263 +28%
VIM
4268
VELA Investment Management
Ohio
$383K -$95.8K -322 -21%
PSC
4269
Prentiss Smith & Co
Vermont
$383K -$16.4K -55 -4%
VR
4270
Valued Retirements
Texas
$382K – – –
BBW
4271
Blue Barn Wealth
Utah
$382K -$20.2K -68 -5%
FCC
4272
Flower City Capital
New York
$382K – – –
WN
4273
Williams & Novak
California
$378K +$1.78K +6 +0.5%
HI
4274
Human Investing
Oregon
$378K +$17.5K +59 +5%
HBS
4275
Howard Bailey Securities
Indiana
$377K +$42.5K +143 +14%
169 170
171
172 173