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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RRWA
4276
Rainey & Randall Wealth Advisors
Florida
$376K +$297 +1 +0.1%
CCM
4277
Cutler Capital Management
Massachusetts
$375K – – –
PFO
4278
PMG Family Office
Texas
$374K +$353K +1,187 New
NHFG
4279
New Harbor Financial Group
Massachusetts
$374K +$110K +371 +46%
HSWM
4280
Hubbell Strickland Wealth Management
Louisiana
$374K +$595 +2 +0.2%
VI
4281
VanderPol Investments
Michigan
$373K +$47.9K +161 +15%
PWS
4282
Precision Wealth Strategies
Missouri
$372K -$50.6K -170 -13%
FAC
4283
Financial Advisory Corporation
Michigan
$372K +$297 +1 +0.1%
BA
4284
Ballew Advisors
Mississippi
$371K +$2.38K +8 +0.7%
SAM
4285
Satovsky Asset Management
New York
$370K +$1.19K +4 +0.3%
MSWA
4286
Marshall & Sterling Wealth Advisors
New York
$370K +$5.95K +20 +2%
RWM
4287
Raffa Wealth Management
District of Columbia
$370K -$46.4K -156 -12%
SA
4288
Sicart Associates
New York
$370K -$63.3K -213 -15%
QCIG
4289
Quad-Cities Investment Group
Iowa
$369K -$4.46K -15 -1%
CSIA
4290
Conrad Siegel Investment Advisors
Pennsylvania
$369K +$2.08K +7 +0.6%
AAS
4291
Asset Allocation Strategies
Michigan
$369K +$297 +1 +0.1%
AC
4292
AIFG Consultants
New York
$368K -$117K -393 -25%
TIA
4293
Tandem Investment Advisors
South Carolina
$368K +$69.6K +234 +25%
CWMS
4294
Cannon Wealth Management Services
North Carolina
$368K – – –
LWA
4295
LifeGoal Wealth Advisors
New York
$367K +$22.9K +77 +7%
BPW
4296
BLVD Private Wealth
Kentucky
$367K – – –
AWA
4297
Alaska Wealth Advisors
Alaska
$367K – – –
TPF
4298
Tribridge Partners Financial
Maryland
$366K – – –
WFP
4299
Wrenne Financial Planning
Kentucky
$366K – – –
MFG
4300
MTM Financial Group
Pennsylvania
$365K – – –
170 171
172
173 174