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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWA
4301
Safe Harbor Wealth Advisors
Ohio
$529K +$541K +1,749 New
CI
4302
CacheTech Inc
Utah
$529K +$232K +750 +84%
WWA
4303
Wealth Watch Advisors
Colorado
$528K +$164K +529 +48%
TWA
4304
Trace Wealth Advisors
California
$526K +$31.3K +101 +7%
HKIMG
4305
Hutchens & Kramer Investment Management Group
Indiana
$526K -$29.4K -95 -6%
HFRG
4306
Houlihan Financial Resource Group
Virginia
$526K +$12.4K +40 +2%
EWM
4307
Endowment Wealth Management
Wisconsin
$525K +$82K +265 +19%
GWSA
4308
Global Wealth Strategies & Associates
Colorado
$525K -$38.7K -125 -7%
YWM
4309
Yoder Wealth Management
California
$525K +$13.3K +43 +3%
CWM
4310
CMH Wealth Management
New Hampshire
$525K +$255K +825 +103%
JHC
4311
J. Hagan Capital
Kentucky
$525K -$69K -223 -12%
SHWM
4312
Smith & Howard Wealth Management
Georgia
$525K – – –
SWIA
4313
Solano Wealth Investment Advisors
California
$524K +$310 +1 +0.1%
APW
4314
Axim Planning & Wealth
Ohio
$523K -$29.4K -95 -6%
PFG
4315
Pinnacle Financial Group
Illinois
$522K +$42.1K +136 +9%
LFASL
4316
Lugano Financial Advisors SA (LFA)
Switzerland
$521K +$9.6K +31 +2%
PBF
4317
Petix & Botte Financial
California
$521K – – –
BMM
4318
Berkshire Money Management
Massachusetts
$521K +$500K +1,616 New
KCM
4319
Kendall Capital Management
Maryland
$520K +$35.6K +115 +8%
SWA
4320
Strata Wealth Advisors
Texas
$519K +$11.1K +36 +2%
GFL
4321
Granite FO LLC
New Hampshire
$518K -$13.9K -45 -3%
SFMG
4322
Sage Financial Management Group
Virginia
$518K +$38.4K +124 +8%
LIA
4323
Luken Investment Analytics
Tennessee
$515K -$181K -586 -27%
GRA
4324
Golden Road Advisors
Florida
$514K -$222K -718 -31%
TWM
4325
Trevian Wealth Management
Massachusetts
$514K +$2.79K +9 +0.6%
171 172
173
174 175