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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
4251
Nova R Wealth
Kansas
$507K +$10.9K +36 +2%
KL
4252
KWMG LLC
Kansas
$507K -$5.46K -18 -1%
AWC
4253
Adamsbrown Wealth Consultants
Kansas
$506K +$1.21K +4 +0.2%
AWAU
4254
Alliance Wealth Advisors (Utah)
Utah
$506K -$97.4K -321 -16%
BGA
4255
Battery Global Advisors
Massachusetts
$505K +$502K +1,655 +2,627%
YWM
4256
Yoder Wealth Management
California
$505K +$27K +89 +5%
BOSSRA
4257
B.O.S.S. Retirement Advisors
Utah
$505K -$19.7K -65 -4%
DC
4258
Defender Capital
North Carolina
$505K – – –
NFW
4259
Noble Family Wealth
Florida
$504K – – –
HFRG
4260
Houlihan Financial Resource Group
Virginia
$504K – – –
RFS
4261
RM Financial Services
Maine
$503K – – –
NRWA
4262
North Ridge Wealth Advisors
Oregon
$503K – – –
NPI
4263
New Perspectives Inc
Mississippi
$501K +$303 +1 +0.1%
JCIA
4264
Jackson Creek Investment Advisors
Colorado
$500K -$2.43K -8 -0.5%
AFC
4265
Ares Financial Consulting
California
$500K +$114K +377 +29%
WWM
4266
WT Wealth Management
Arizona
$500K -$22.5K -74 -4%
PBF
4267
Petix & Botte Financial
California
$499K -$233K -768 -48%
TPF
4268
Tribridge Partners Financial
Maryland
$498K +$152K +500 +42%
GAMC
4269
Garner Asset Management Corp
Texas
$498K +$3.64K +12 +0.7%
PVAMC
4270
PPS&V Asset Management Consultants
Michigan
$497K +$36.4K +120 +8%
JRFS
4271
James Reed Financial Services
Ohio
$495K – – –
SPW
4272
Stillwater Private Wealth
Pennsylvania
$495K +$511K +1,684 New
CMBA
4273
C.M. Bidwell & Associates
Hawaii
$494K -$92K -303 -15%
BMCM
4274
Burns Matteson Capital Management
New York
$493K -$108K -356 -18%
FFG
4275
Forum Finance Group
$493K +$631K +2,078 New
169 170
171
172 173