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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
4326
Jim Saulnier & Associates
Colorado
$352K +$297 +1 +0.1%
OWM
4327
Orgel Wealth Management
Wisconsin
$352K -$3.27K -11 -1%
AAM
4328
Auxier Asset Management
Oregon
$352K – – –
AFGAS
4329
Allegiance Financial Group Advisory Services
Virginia
$352K +$46.1K +155 +16%
SCM
4330
Stonehearth Capital Management
Massachusetts
$351K – – –
JWM
4331
Johnson Wealth Management
North Dakota
$351K +$331K +1,114 New
LPFG
4332
Landing Point Financial Group
Ohio
$351K -$6.25K -21 -2%
WWA
4333
Wealth Watch Advisors
Colorado
$350K -$17.5K -59 -5%
CFP
4334
Curran Financial Partners
South Carolina
$349K -$55.9K -188 -15%
JWM
4335
Jackson Wealth Management
Florida
$349K -$532K -1,790 -62%
WF
4336
Warner Financial
Maryland
$349K – – –
FA
4337
Fermata Advisors
California
$349K -$96.7K -325 -23%
JWM
4338
JFG Wealth Management
Colorado
$347K +$71.4K +240 +28%
UWM
4339
USAdvisors Wealth Management
Minnesota
$347K -$3.87K -13 -1%
TFA
4340
TPG Financial Advisors
Oregon
$347K – – –
MPW
4341
MA Private Wealth
California
$347K +$2.08K +7 +0.6%
EP
4342
Ehrenkranz Partners
New York
$347K +$327K +1,100 New
FSWA
4343
Financial Synergies Wealth Advisors
Texas
$347K -$45.5K -153 -12%
PRRFG
4344
Paul R. Ried Financial Group
Washington
$345K -$43.1K -145 -12%
NA
4345
Nautilus Advisors
California
$345K -$3.57K -12 -1%
AFS
4346
AFG Fiduciary Services
Massachusetts
$345K – – –
BAS
4347
Brueske Advisory Services
Washington
$345K +$12.5K +42 +4%
MFA
4348
McClarren Financial Advisors
Pennsylvania
$345K +$62.2K +209 +19%
PWM
4349
Parkshore Wealth Management
California
$344K – – –
CC
4350
Capstone Capital
Nevada
$344K +$5.35K +18 +2%
172 173
174
175 176