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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
4301
MTM Financial Group
Pennsylvania
$277K – – –
ACM
4302
Aurdan Capital Management
Pennsylvania
$277K +$269K +1,154 New
CAM
4303
Creekmur Asset Management
Illinois
$276K +$233 +1 +0.1%
LGW
4304
Leslie Global Wealth
Illinois
$276K +$3.03K +13 +1%
TFA
4305
TPG Financial Advisors
Oregon
$275K -$12.8K -55 -5%
FW
4306
Fidato Wealth
Ohio
$275K +$268K +1,149 New
WFA
4307
Websterrogers Financial Advisors
South Carolina
$275K +$267K +1,147 New
PWM
4308
Parkshore Wealth Management
California
$273K +$265K +1,139 New
CFO
4309
Custos Family Office
Texas
$273K +$265K +1,138 New
OWM
4310
Orgel Wealth Management
Wisconsin
$273K +$5.12K +22 +2%
GWSA
4311
Global Wealth Strategies & Associates
Colorado
$272K +$113K +485 +75%
CIA
4312
Caerus Investment Advisors
Texas
$272K – – –
PWA
4313
PCG Wealth Advisors
Kansas
$272K – – –
CSIA
4314
Conrad Siegel Investment Advisors
Pennsylvania
$271K -$6.99K -30 -3%
JWM
4315
JDH Wealth Management
California
$271K +$263K +1,129 New
SGI
4316
Swan Global Investments
Colorado
$270K +$263K +1,128 New
NA
4317
Nautilus Advisors
California
$270K +$262K +1,125 New
BA
4318
Bellwether Advisors
Nebraska
$269K +$20.5K +88 +9%
B
4319
Bellecapital
Switzerland
$269K -$3.96K -17 -1%
AWMG
4320
ADG Wealth Management Group
Louisiana
$269K +$261K +1,121 New
FFC
4321
Frederick Financial Consultants
Maryland
$268K +$261K +1,120 New
AAM
4322
Auxier Asset Management
Oregon
$267K – – –
SCM
4323
Stonehearth Capital Management
Massachusetts
$267K – – –
VI
4324
VanderPol Investments
Michigan
$266K +$19.3K +83 +8%
JSA
4325
Jim Saulnier & Associates
Colorado
$266K +$466 +2 +0.2%
171 172
173
174 175