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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
4351
RS Crum Inc
California
$494K +$311 +1 +0.1%
MFS
4352
Madrona Financial Services
Washington
$493K +$1.24K +4 +0.3%
CCWP
4353
Cedar Cove Wealth Partners
Minnesota
$492K -$18.3K -59 -4%
CWM
4354
ClientFirst Wealth Management
Arkansas
$492K – – –
GGI
4355
Godsey & Gibb Inc
Virginia
$491K -$31.4K -101 -6%
BDPWM
4356
Barnes Dennig Private Wealth Management
Ohio
$491K -$4.04K -13 -0.9%
FSBI
4357
Fearless Solutions (Best Invest)
Texas
$491K -$32.6K -105 -7%
HP
4358
Highlander Partners
Texas
$491K – – –
SAM
4359
Stembrook Asset Management
New Jersey
$491K – – –
CCA
4360
Cottonwood Capital Advisors
Utah
$491K +$932 +3 +0.2%
KCM
4361
Kendall Capital Management
Maryland
$490K -$19.9K -64 -4%
MPPW
4362
Mitchell & Pahl Private Wealth
Oklahoma
$490K – – –
VPF
4363
Vantage Point Financial
Illinois
$490K +$47.2K +152 +11%
CP
4364
Clarendon Private
Massachusetts
$489K -$29.2K -94 -6%
HIM
4365
Harbour Investment Management
Washington
$489K – – –
CIC
4366
Chase Investment Counsel
Virginia
$489K -$101K -326 -18%
RWM
4367
Ruedi Wealth Management
Illinois
$489K – – –
MWA
4368
Monograph Wealth Advisors
California
$488K +$48.1K +155 +12%
BFAG
4369
Blackston Financial Advisory Group
Florida
$488K -$33.5K -108 -7%
SIA
4370
Spectrum Investment Advisors
Wisconsin
$487K +$243K +784 +111%
CA
4371
Crane Advisory
California
$486K – – –
PF
4372
Prota Financial
Texas
$485K -$17.7K -57 -4%
KLI
4373
Kelman-Lazarov Inc
Tennessee
$484K +$14.9K +48 +3%
SA
4374
Sacks & Associates
New Jersey
$484K +$23.3K +75 +6%
AFC
4375
Avise Financial Cooperative
California
$483K +$6.83K +22 +2%
173 174
175
176 177