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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NHFG
4276
New Harbor Financial Group
Massachusetts
$374K +$110K +371 +46%
HSWM
4277
Hubbell Strickland Wealth Management
Louisiana
$374K +$595 +2 +0.2%
VI
4278
VanderPol Investments
Michigan
$373K +$47.9K +161 +15%
PWS
4279
Precision Wealth Strategies
Missouri
$372K -$50.6K -170 -13%
FAC
4280
Financial Advisory Corporation
Michigan
$372K +$297 +1 +0.1%
BA
4281
Ballew Advisors
Mississippi
$371K +$2.38K +8 +0.7%
SAM
4282
Satovsky Asset Management
New York
$370K +$1.19K +4 +0.3%
MSWA
4283
Marshall & Sterling Wealth Advisors
New York
$370K +$5.95K +20 +2%
RWM
4284
Raffa Wealth Management
District of Columbia
$370K -$46.4K -156 -12%
SA
4285
Sicart Associates
New York
$370K -$63.3K -213 -15%
QCIG
4286
Quad-Cities Investment Group
Iowa
$369K -$4.46K -15 -1%
CSIA
4287
Conrad Siegel Investment Advisors
Pennsylvania
$369K +$2.08K +7 +0.6%
AAS
4288
Asset Allocation Strategies
Michigan
$369K +$297 +1 +0.1%
AC
4289
AIFG Consultants
New York
$368K -$117K -393 -25%
TIA
4290
Tandem Investment Advisors
South Carolina
$368K +$69.6K +234 +25%
CWMS
4291
Cannon Wealth Management Services
North Carolina
$368K – – –
LWA
4292
LifeGoal Wealth Advisors
New York
$367K +$22.9K +77 +7%
BPW
4293
BLVD Private Wealth
Kentucky
$367K – – –
AWA
4294
Alaska Wealth Advisors
Alaska
$367K – – –
TPF
4295
Tribridge Partners Financial
Maryland
$366K – – –
WFP
4296
Wrenne Financial Planning
Kentucky
$366K – – –
MFG
4297
MTM Financial Group
Pennsylvania
$365K – – –
SWP
4298
Significant Wealth Partners
Illinois
$365K +$595 +2 +0.2%
O3W
4299
Omni 360 Wealth
New Jersey
$364K -$3.57K -12 -1%
VMMC
4300
V.M. Manning & Co
South Carolina
$363K – – –
170 171
172
173 174