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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
S
4251
Storgate
Texas
$554K +$532K +1,718 New
AWC
4252
Adamsbrown Wealth Consultants
Kansas
$553K – – –
DC
4253
Defender Capital
North Carolina
$553K +$531K +1,716 New
NFW
4254
Noble Family Wealth
Florida
$553K – – –
CCM
4255
Cloud Capital Management
Washington
$552K +$211K +682 +66%
SWM
4256
Selective Wealth Management
Virginia
$551K -$65.3K -211 -11%
RFS
4257
RM Financial Services
Maine
$551K +$530K +1,711 New
NRWA
4258
North Ridge Wealth Advisors
Oregon
$551K -$8.05K -26 -1%
GCP
4259
Guardian Capital (Pennsylvania)
Pennsylvania
$551K +$529K +1,709 New
JCIA
4260
Jackson Creek Investment Advisors
Colorado
$550K -$13K -42 -2%
HWMC
4261
Heritage Wealth Management (California)
California
$549K -$17K -55 -3%
NPI
4262
New Perspectives Inc
Mississippi
$549K – – –
PF
4263
Prota Financial
Texas
$549K +$527K +1,703 New
EWL
4264
Emissary Wealth LLC
New Jersey
$548K +$527K +1,702 New
JGIA
4265
Jackson Grant Investment Advisers
Connecticut
$548K +$1.24K +4 +0.2%
GSWM
4266
Greenup Street Wealth Management
Michigan
$547K -$3.9M -12,605 -88%
JWM
4267
Jupiter Wealth Management
Colorado
$546K – – –
AFO
4268
Allie Family Office
Florida
$545K – – –
NRW
4269
Nova R Wealth
Kansas
$544K +$8.36K +27 +2%
JRFS
4270
James Reed Financial Services
Ohio
$543K +$3.71K +12 +0.7%
CWMGP
4271
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$542K +$1.55K +5 +0.3%
GAMC
4272
Garner Asset Management Corp
Texas
$542K +$619 +2 +0.1%
WFS
4273
Walker Financial Services
Kentucky
$541K -$29.4K -95 -5%
CWA
4274
Continuum Wealth Advisors
New York
$541K +$71.2K +230 +16%
IPW
4275
IronBridge Private Wealth
Texas
$539K – – –
169 170
171
172 173