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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
4276
Defined Financial Planning
California
$287K +$279K +1,196 New
KFG
4277
Kingdom Financial Group
Arizona
$286K +$1.4K +6 +0.5%
MWM
4278
Momentous Wealth Management
Washington
$286K +$278K +1,193 New
SC
4279
Scholtz & Company
Connecticut
$285K – – –
CWMA
4280
Capstone Wealth Management (Alabama)
Alabama
$285K +$277K +1,191 New
AFS
4281
AFG Fiduciary Services
Massachusetts
$285K – – –
AWP
4282
Avid Wealth Partners
Texas
$285K +$21K +90 +8%
CCM
4283
Cutler Capital Management
Massachusetts
$285K +$160K +688 +138%
VW
4284
Veridan Wealth
Oregon
$284K +$248K +1,065 New
KFG
4285
Kelly Financial Group
Connecticut
$284K +$276K +1,185 New
AWM
4286
Act Wealth Management
Texas
$284K -$27.5K -118 -9%
SCM
4287
Saxony Capital Management
Missouri
$284K +$233 +1 +0.1%
AWM
4288
Austin Wealth Management
Texas
$282K +$253K +1,087 New
AWM
4289
Arista Wealth Management
Nevada
$282K – – –
IWP
4290
IAG Wealth Partners
Wisconsin
$282K +$24.5K +105 +10%
FAC
4291
Financial Advisory Corporation
Michigan
$282K +$273K +1,174 New
AC
4292
AIFG Consultants
New York
$281K -$466 -2 -0.2%
DA
4293
Dash Acquisitions
California
$280K +$244K +1,047 New
PWA
4294
Prairie Wealth Advisors
Nebraska
$280K -$7.92K -34 -3%
IHWM
4295
Iron Horse Wealth Management
Iowa
$279K +$2.33K +10 +0.9%
VPWA
4296
Vestia Personal Wealth Advisors
Indiana
$279K +$30.3K +130 +13%
SWP
4297
Significant Wealth Partners
Illinois
$278K +$1.86K +8 +0.7%
HC
4298
Hoese & Co
Minnesota
$278K +$157K +675 +139%
SAM
4299
Satovsky Asset Management
New York
$278K -$66.6K -286 -20%
EFN
4300
Equita Financial Network
Pennsylvania
$278K +$20.5K +88 +8%
170 171
172
173 174