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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
4251
KWMG LLC
Kansas
$561K +$6.81K +22 +1%
MSWM
4252
Mowery & Schoenfeld Wealth Management
Illinois
$560K +$74.3K +240 +16%
AMG
4253
Asset Management Group
Connecticut
$560K -$2.79K -9 -0.5%
FWMP
4254
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$558K -$14.2K -46 -3%
WAG
4255
Wallace Advisory Group
California
$558K -$446K -1,439 -45%
SOAG
4256
Silver Oak Advisory Group
Oregon
$557K -$37.2K -120 -6%
GCP
4257
Gill Capital Partners
Colorado
$555K +$20.1K +65 +4%
PWM
4258
Power Wealth Management
Georgia
$554K -$3.71K -12 -0.7%
DWA
4259
Delta Wealth Advisors
Indiana
$554K – – –
EWA
4260
Encompass Wealth Advisors
Oregon
$554K -$75.9K -245 -12%
S
4261
Storgate
Texas
$554K +$532K +1,718 New
AWC
4262
Adamsbrown Wealth Consultants
Kansas
$553K – – –
DC
4263
Defender Capital
North Carolina
$553K +$531K +1,716 New
NFW
4264
Noble Family Wealth
Florida
$553K – – –
CCM
4265
Cloud Capital Management
Washington
$552K +$211K +682 +66%
SWM
4266
Selective Wealth Management
Virginia
$551K -$65.3K -211 -11%
RFS
4267
RM Financial Services
Maine
$551K +$530K +1,711 New
NRWA
4268
North Ridge Wealth Advisors
Oregon
$551K -$8.05K -26 -1%
GCP
4269
Guardian Capital (Pennsylvania)
Pennsylvania
$551K +$529K +1,709 New
JCIA
4270
Jackson Creek Investment Advisors
Colorado
$550K -$13K -42 -2%
HWMC
4271
Heritage Wealth Management (California)
California
$549K -$17K -55 -3%
NPI
4272
New Perspectives Inc
Mississippi
$549K – – –
PF
4273
Prota Financial
Texas
$549K +$527K +1,703 New
EWL
4274
Emissary Wealth LLC
New Jersey
$548K +$527K +1,702 New
JGIA
4275
Jackson Grant Investment Advisers
Connecticut
$548K +$1.24K +4 +0.2%
169 170
171
172 173