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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
4326
Stonehearth Capital Management
Massachusetts
$351K – – –
JWM
4327
Johnson Wealth Management
North Dakota
$351K +$331K +1,114 New
LPFG
4328
Landing Point Financial Group
Ohio
$351K -$6.25K -21 -2%
WWA
4329
Wealth Watch Advisors
Colorado
$350K -$17.5K -59 -5%
CFP
4330
Curran Financial Partners
South Carolina
$349K -$55.9K -188 -15%
JWM
4331
Jackson Wealth Management
Florida
$349K -$532K -1,790 -62%
WF
4332
Warner Financial
Maryland
$349K – – –
FA
4333
Fermata Advisors
California
$349K -$96.7K -325 -23%
JWM
4334
JFG Wealth Management
Colorado
$347K +$71.4K +240 +28%
UWM
4335
USAdvisors Wealth Management
Minnesota
$347K -$3.87K -13 -1%
TFA
4336
TPG Financial Advisors
Oregon
$347K – – –
MPW
4337
MA Private Wealth
California
$347K +$2.08K +7 +0.6%
EP
4338
Ehrenkranz Partners
New York
$347K +$327K +1,100 New
FSWA
4339
Financial Synergies Wealth Advisors
Texas
$347K -$45.5K -153 -12%
PRRFG
4340
Paul R. Ried Financial Group
Washington
$345K -$43.1K -145 -12%
NA
4341
Nautilus Advisors
California
$345K -$3.57K -12 -1%
AFS
4342
AFG Fiduciary Services
Massachusetts
$345K – – –
BAS
4343
Brueske Advisory Services
Washington
$345K +$12.5K +42 +4%
MFA
4344
McClarren Financial Advisors
Pennsylvania
$345K +$62.2K +209 +19%
PWM
4345
Parkshore Wealth Management
California
$344K – – –
CC
4346
Capstone Capital
Nevada
$344K +$5.35K +18 +2%
NERM
4347
New England Research & Management
Illinois
$344K – – –
I
4348
IMPACTfolio
Colorado
$344K +$324K +1,089 New
SA
4349
Skyline Advisors
Washington
$343K – – –
NOI
4350
Newton One Investments
Delaware
$341K +$1.49K +5 +0.5%
172 173
174
175 176