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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
4251
Northwest Quadrant Wealth Management
Oregon
$391K -$31.5K -106 -8%
WMN
4252
Wealth Management Nebraska
Nebraska
$390K +$4.16K +14 +1%
KLI
4253
Kelman-Lazarov Inc
Tennessee
$389K -$7.14K -24 -2%
PI
4254
Pachira Investments
California
$389K +$51.5K +173 +16%
CWA
4255
Cascade Wealth Advisors
Washington
$388K -$89.2K -300 -20%
CWMA
4256
Capstone Wealth Management (Alabama)
Alabama
$387K +$10.7K +36 +3%
JWS
4257
Juncture Wealth Strategies
Arizona
$387K +$365K +1,227 New
PCMK
4258
Paragon Capital Management (Kansas)
Kansas
$386K – – –
FFP
4259
Freedom Financial Partners
Minnesota
$386K +$1.19K +4 +0.3%
PC
4260
Prairiewood Capital
North Dakota
$385K +$11.9K +40 +3%
ZAM
4261
Zevin Asset Management
Massachusetts
$385K +$37.2K +125 +11%
BFA
4262
Brown Financial Advisory
Alabama
$384K +$10.7K +36 +3%
AWP
4263
Astra Wealth Partners
New Jersey
$384K +$33.3K +112 +10%
LAS
4264
Lloyd Advisory Services
Georgia
$383K +$78.2K +263 +28%
VIM
4265
VELA Investment Management
Ohio
$383K -$95.8K -322 -21%
PSC
4266
Prentiss Smith & Co
Vermont
$383K -$16.4K -55 -4%
VR
4267
Valued Retirements
Texas
$382K – – –
BBW
4268
Blue Barn Wealth
Utah
$382K -$20.2K -68 -5%
FCC
4269
Flower City Capital
New York
$382K – – –
WN
4270
Williams & Novak
California
$378K +$1.78K +6 +0.5%
HI
4271
Human Investing
Oregon
$378K +$17.5K +59 +5%
HBS
4272
Howard Bailey Securities
Indiana
$377K +$42.5K +143 +14%
RRWA
4273
Rainey & Randall Wealth Advisors
Florida
$376K +$297 +1 +0.1%
CCM
4274
Cutler Capital Management
Massachusetts
$375K – – –
PFO
4275
PMG Family Office
Texas
$374K +$353K +1,187 New
169 170
171
172 173