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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
4276
Allie Family Office
Florida
$545K – – –
NRW
4277
Nova R Wealth
Kansas
$544K +$8.36K +27 +2%
JRFS
4278
James Reed Financial Services
Ohio
$543K +$3.71K +12 +0.7%
CWMGP
4279
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$542K +$1.55K +5 +0.3%
GAMC
4280
Garner Asset Management Corp
Texas
$542K +$619 +2 +0.1%
WFS
4281
Walker Financial Services
Kentucky
$541K -$29.4K -95 -5%
CWA
4282
Continuum Wealth Advisors
New York
$541K +$71.2K +230 +16%
IPW
4283
IronBridge Private Wealth
Texas
$539K – – –
BFAG
4284
Blackston Financial Advisory Group
Florida
$537K -$43.7K -141 -8%
GCA
4285
Genesee Capital Advisors
New York
$537K +$1.86K +6 +0.4%
FAOAI
4286
Fund Advisors of America Inc
Florida
$537K +$516K +1,666 New
IWM
4287
IMG Wealth Management
Florida
$537K +$38.1K +123 +8%
SCP
4288
Stevens Capital Partners
Nebraska
$536K +$168K +543 +48%
KC
4289
Kinloch Capital
Virginia
$536K -$113K -366 -18%
RIM
4290
Rockbridge Investment Management
New York
$535K -$201K -648 -28%
PPP
4291
Prism Planning Partners
Illinois
$535K +$514K +1,659 New
CHWM
4292
Cauble & Harre Wealth Management
Missouri
$534K +$513K +1,658 New
EMCIP
4293
Ewing Morris & Co Investment Partners
Ontario, Canada
$533K +$4.95K +16 +1%
FSBI
4294
Fearless Solutions (Best Invest)
Texas
$533K -$7.74K -25 -1%
AIFAIM
4295
American Institute for Advanced Investment Management
Arizona
$533K +$11.5K +37 +2%
CS
4296
CapitalatWork SA
$533K – – –
SIS
4297
Strategic Investment Solutions
Illinois
$533K +$310 +1 +0.1%
CA
4298
CWC Advisors
Oregon
$532K +$15.8K +51 +3%
ICMM
4299
Integrated Capital Management (Michigan)
Michigan
$531K -$23.5K -76 -4%
SHWA
4300
Safe Harbor Wealth Advisors
Ohio
$529K +$541K +1,749 New
170 171
172
173 174