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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
4301
Itau Unibanco Holding S.A.
Brazil
$362K -$5.68M -19,106 -94%
WFA
4302
Websterrogers Financial Advisors
South Carolina
$362K – – –
W
4303
WPWealth
Texas
$362K -$14.6K -49 -4%
SCB
4304
Saudi Central Bank
Saudi Arabia
$362K -$892 -3 -0.3%
WPWM
4305
Western Pacific Wealth Management
Illinois
$362K – – –
FWA
4306
FOCUS Wealth Advisors
Texas
$361K -$41.9K -141 -11%
JWM
4307
JDH Wealth Management
California
$360K – – –
IWP
4308
IAG Wealth Partners
Wisconsin
$360K -$10.4K -35 -3%
SL
4309
SFM LLC
New Hampshire
$360K +$28.3K +95 +9%
HFF
4310
Halter Ferguson Financial
Indiana
$359K -$16.1K -54 -5%
AW
4311
Avion Wealth
Texas
$358K +$32.4K +109 +11%
AFO
4312
Arrowroot Family Office
California
$357K +$19K +64 +6%
SHIM
4313
Stone House Investment Management
Pennsylvania
$357K +$25.6K +86 +8%
OCFG
4314
O'Connor Financial Group
Illinois
$356K +$5.65K +19 +2%
IAA
4315
Ironsides Asset Advisors
North Carolina
$355K – – –
AA
4316
ACT Advisors
North Carolina
$354K +$5.95K +20 +2%
SCP
4317
Stevens Capital Partners
Nebraska
$354K +$59.8K +201 +22%
HWA
4318
Hilltop Wealth Advisors
North Carolina
$354K +$2.68K +9 +0.8%
DI
4319
Disciplined Investments
Oklahoma
$353K -$4.46K -15 -1%
BA
4320
Bellwether Advisors
Nebraska
$353K +$18.7K +63 +6%
LAM
4321
Lountzis Asset Management
Pennsylvania
$352K -$29.7K -100 -8%
JSA
4322
Jim Saulnier & Associates
Colorado
$352K +$297 +1 +0.1%
OWM
4323
Orgel Wealth Management
Wisconsin
$352K -$3.27K -11 -1%
AAM
4324
Auxier Asset Management
Oregon
$352K – – –
AFGAS
4325
Allegiance Financial Group Advisory Services
Virginia
$352K +$46.1K +155 +16%
171 172
173
174 175