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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GRA
4251
Golden Road Advisors
Florida
$515K +$47.3K +156 +10%
GSWM
4252
Greenup Street Wealth Management
Michigan
$515K +$16.1K +53 +3%
SCA
4253
Sage Capital Advisors
South Dakota
$514K +$1.82K +6 +0.3%
WAG
4254
Wallace Advisory Group
California
$513K +$3.94K +13 +0.8%
S
4255
Storgate
Texas
$511K +$5.77K +19 +1%
FFG
4256
Fortress Financial Group
Minnesota
$510K -$285K -939 -35%
KFS
4257
Kurt F. Somerville
$509K -$177K -582 -25%
AWMG
4258
ADG Wealth Management Group
Louisiana
$509K +$74.7K +246 +17%
CM
4259
Columbus Macro
Pennsylvania
$509K -$8.8K -29 -2%
SOAG
4260
Silver Oak Advisory Group
Oregon
$508K – – –
WFS
4261
Walker Financial Services
Kentucky
$508K +$14.6K +48 +3%
NRW
4262
Nova R Wealth
Kansas
$507K +$10.9K +36 +2%
KL
4263
KWMG LLC
Kansas
$507K -$5.46K -18 -1%
AWC
4264
Adamsbrown Wealth Consultants
Kansas
$506K +$1.21K +4 +0.2%
AWAU
4265
Alliance Wealth Advisors (Utah)
Utah
$506K -$97.4K -321 -16%
BGA
4266
Battery Global Advisors
Massachusetts
$505K +$502K +1,655 +2,627%
YWM
4267
Yoder Wealth Management
California
$505K +$27K +89 +5%
BOSSRA
4268
B.O.S.S. Retirement Advisors
Utah
$505K -$19.7K -65 -4%
DC
4269
Defender Capital
North Carolina
$505K – – –
NFW
4270
Noble Family Wealth
Florida
$504K – – –
HFRG
4271
Houlihan Financial Resource Group
Virginia
$504K – – –
RFS
4272
RM Financial Services
Maine
$503K – – –
NRWA
4273
North Ridge Wealth Advisors
Oregon
$503K – – –
NPI
4274
New Perspectives Inc
Mississippi
$501K +$303 +1 +0.1%
JCIA
4275
Jackson Creek Investment Advisors
Colorado
$500K -$2.43K -8 -0.5%
169 170
171
172 173