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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RRWA
4301
Rainey & Randall Wealth Advisors
Florida
$346K +$510 +2 +0.2%
CWMA
4302
Capstone Wealth Management (Alabama)
Alabama
$345K – – –
TPF
4303
Tribridge Partners Financial
Maryland
$345K +$304K +1,191 New
CCM
4304
Cutler Capital Management
Massachusetts
$344K -$31.1K -122 -9%
QCIG
4305
Quad-Cities Investment Group
Iowa
$343K -$2.81K -11 -0.9%
HSWM
4306
Hubbell Strickland Wealth Management
Louisiana
$343K +$1.02K +4 +0.3%
BFA
4307
Brown Financial Advisory
Alabama
$343K +$67.6K +265 +29%
PC
4308
Prairiewood Capital
North Dakota
$342K +$17.4K +68 +6%
FAC
4309
Financial Advisory Corporation
Michigan
$341K +$510 +2 +0.2%
LSWP
4310
Liberty Square Wealth Partners
Pennsylvania
$341K – – –
IWP
4311
IAG Wealth Partners
Wisconsin
$341K – – –
BIM
4312
Bullseye Investment Management
Ohio
$341K – – –
CPA
4313
Clear Point Advisors
New York
$340K +$766 +3 +0.3%
CMS
4314
Capital Market Strategies
Florida
$339K +$19.6K +77 +7%
SAM
4315
Satovsky Asset Management
New York
$339K +$5.87K +23 +2%
CWM
4316
Concentrum Wealth Management
California
$339K +$41.3K +162 +16%
O3W
4317
Omni 360 Wealth
New Jersey
$338K +$255 +1 +0.1%
AAS
4318
Asset Allocation Strategies
Michigan
$338K +$510 +2 +0.2%
CWMS
4319
Cannon Wealth Management Services
North Carolina
$338K +$766 +3 +0.3%
VFIC
4320
Valley Forge Investment Consultants
Pennsylvania
$337K +$128K +503 +76%
BPW
4321
BLVD Private Wealth
Kentucky
$337K +$297K +1,164 New
AWA
4322
Alaska Wealth Advisors
Alaska
$337K +$297K +1,163 New
LPP
4323
Life Planning Partners
Florida
$337K +$25.5K +100 +9%
CSIA
4324
Conrad Siegel Investment Advisors
Pennsylvania
$337K -$5.87K -23 -2%
STCOSD
4325
Sageworth Trust Company of South Dakota
South Dakota
$336K – – –
171 172
173
174 175