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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
4326
Valtinson Bruner Financial Planning
Minnesota
$475K +$46.4K +153 +10%
CFS
4327
Cannon Financial Strategists
Georgia
$474K +$15.8K +52 +3%
GFL
4328
Granite FO LLC
New Hampshire
$473K – – –
SFMG
4329
Sage Financial Management Group
Virginia
$473K – – –
FSBI
4330
Fearless Solutions (Best Invest)
Texas
$472K -$15.2K -50 -3%
GGI
4331
Godsey & Gibb Inc
Virginia
$471K -$234K -770 -32%
TWM
4332
Trevian Wealth Management
Massachusetts
$471K +$1.52K +5 +0.3%
HWMC
4333
Heritage Wealth Management (California)
California
$471K -$31.6K -104 -6%
LIA
4334
Luken Investment Analytics
Tennessee
$470K – – –
BFAG
4335
Blackston Financial Advisory Group
Florida
$470K -$20.9K -69 -4%
QWM
4336
Quaker Wealth Management
New Jersey
$470K +$154K +508 +47%
SHWM
4337
Smith & Howard Wealth Management
Georgia
$469K -$10.6K -35 -2%
BWP
4338
BlueStem Wealth Partners
Minnesota
$468K +$19.7K +65 +4%
CP
4339
Clarendon Private
Massachusetts
$467K +$238K +784 +97%
AAMC
4340
Asset Allocation & Management Company
Illinois
$467K +$271K +893 +128%
BWM
4341
Boyd Wealth Management
California
$466K +$26.4K +87 +6%
BAM
4342
Belleair Asset Management
Florida
$466K – – –
LD
4343
Lipe & Dalton
New York
$466K – – –
WA
4344
Waystone Advisors
Washington
$465K +$8.8K +29 +2%
RIP
4345
RAM Investment Partners
Washington
$464K +$16.7K +55 +4%
CC
4346
Capital Counsel
New York
$464K +$29.7K +98 +7%
SSG
4347
Summit Securities Group
New York
$463K -$663K -2,185 -58%
SWA
4348
Strata Wealth Advisors
Texas
$462K -$11.5K -38 -2%
SWP
4349
ShoreHaven Wealth Partners
New Jersey
$462K +$1.52K +5 +0.3%
MQWP
4350
Morey & Quinn Wealth Partners
Nebraska
$462K +$24.9K +82 +6%
172 173
174
175 176