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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
4276
Kelly Financial Group
Connecticut
$295K +$4.33K +17 +1%
AP
4277
Aspect Partners
Virginia
$295K -$1.78K -7 -0.6%
WFP
4278
Wrenne Financial Planning
Kentucky
$294K -$9.43K -37 -3%
QCIG
4279
Quad-Cities Investment Group
Iowa
$293K -$4.84K -19 -2%
FWSM
4280
First Wilshire Securities Management
California
$293K -$2.55K -10 -0.8%
CWMA
4281
Capstone Wealth Management (Alabama)
Alabama
$292K – – –
TFG
4282
Tilson Financial Group
New Jersey
$292K -$24.7K -97 -8%
RRWA
4283
Rainey & Randall Wealth Advisors
Florida
$292K +$303K +1,190 New
HWA
4284
Hilltop Wealth Advisors
North Carolina
$291K +$33.9K +133 +13%
CSIA
4285
Conrad Siegel Investment Advisors
Pennsylvania
$291K +$13.5K +53 +5%
CWMS
4286
Cannon Wealth Management Services
North Carolina
$290K +$1.02K +4 +0.3%
OBWP
4287
O'Brien Wealth Partners
Massachusetts
$290K +$71.4K +280 +31%
HSWM
4288
Hubbell Strickland Wealth Management
Louisiana
$289K -$15.6K -61 -5%
LGW
4289
Leslie Global Wealth
Illinois
$289K +$6.88K +27 +2%
FAC
4290
Financial Advisory Corporation
Michigan
$288K +$255 +1 +0.1%
LSWP
4291
Liberty Square Wealth Partners
Pennsylvania
$288K – – –
IWP
4292
IAG Wealth Partners
Wisconsin
$288K – – –
AWM
4293
Arista Wealth Management
Nevada
$288K – – –
BA
4294
Ballew Advisors
Mississippi
$288K +$3.82K +15 +1%
DI
4295
Disciplined Investments
Oklahoma
$288K +$68.6K +269 +30%
AC
4296
AIFG Consultants
New York
$288K – – –
CPA
4297
Clear Point Advisors
New York
$287K -$13.5K -53 -4%
SWP
4298
ShoreHaven Wealth Partners
New Jersey
$287K +$18.6K +73 +7%
MSWA
4299
Marshall & Sterling Wealth Advisors
New York
$287K +$37.2K +146 +14%
PWA
4300
Prairie Wealth Advisors
Nebraska
$286K +$255 +1 +0.1%
170 171
172
173 174