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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
4276
RM Financial Services
Maine
$560K – – –
WWC
4277
Waypoint Wealth Counsel
Georgia
$560K -$241K -777 -31%
DACS
4278
Dymon Asia Capital (Singapore)
Singapore
$559K -$4.96M -15,980 -90%
NPI
4279
New Perspectives Inc
Mississippi
$558K – – –
NRW
4280
Nova R Wealth
Kansas
$558K -$6.83K -22 -1%
WA
4281
Waystone Advisors
Washington
$557K +$37.9K +122 +8%
DKCM
4282
Davidson Kahn Capital Management
California
$555K +$157K +505 +42%
PBF
4283
Petix & Botte Financial
California
$555K +$263K +848 +100%
LC
4284
Lavaca Capital
Texas
$555K +$89.7K +289 +21%
AFC
4285
Ares Financial Consulting
California
$554K – – –
CWA
4286
Continuum Wealth Advisors
New York
$553K +$64.6K +208 +14%
HFS
4287
Horizon Financial Services
North Carolina
$552K +$441K +1,421 +534%
JRFS
4288
James Reed Financial Services
Ohio
$551K – – –
AI
4289
Axecap Investments
Ohio
$551K -$3.88M -12,481 -88%
BWP
4290
BlueStem Wealth Partners
Minnesota
$550K +$27.9K +90 +6%
RSWA
4291
Robinson Smith Wealth Advisors
Maine
$549K -$186K -600 -26%
AIFAIM
4292
American Institute for Advanced Investment Management
Arizona
$548K – – –
AWM
4293
Avondale Wealth Management
Texas
$548K +$93.2K +300 +22%
CM
4294
Columbus Macro
Pennsylvania
$548K -$17.4K -56 -3%
SC
4295
Saturna Capital
Washington
$548K -$373K -1,200 -42%
WWM
4296
WT Wealth Management
Arizona
$547K -$8.7K -28 -2%
MQWP
4297
Morey & Quinn Wealth Partners
Nebraska
$545K +$29.5K +95 +6%
EWM
4298
Endowment Wealth Management
Wisconsin
$545K +$6.21K +20 +1%
CJ
4299
Caitlin John
Michigan
$545K +$194K +625 +60%
WFS
4300
Walker Financial Services
Kentucky
$544K -$20.8K -67 -4%
170 171
172
173 174