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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
4376
Avise Financial Cooperative
California
$483K +$6.83K +22 +2%
BZWA
4377
Blue Zone Wealth Advisors
California
$483K +$621 +2 +0.1%
PFG
4378
Pinnacle Financial Group
Illinois
$483K +$1.86K +6 +0.4%
FWM
4379
Fonville Wealth Management
Virginia
$483K +$28.3K +91 +7%
PRRFG
4380
Paul R. Ried Financial Group
Washington
$482K – – –
DFG
4381
Demars Financial Group
Washington
$482K -$4.66K -15 -1%
TFO
4382
Tarbox Family Office
California
$482K – – –
TAM
4383
TCP Asset Management
Ohio
$481K – – –
AWP
4384
Axis Wealth Partners
Rhode Island
$481K -$333K -1,072 -42%
CWM
4385
Cooke Wealth Management
California
$481K – – –
NAMM
4386
NorthStar Asset Management (Massachusetts)
Massachusetts
$480K +$144K +465 +46%
EAM
4387
Everstar Asset Management
North Carolina
$480K +$175K +565 +63%
PSP
4388
Pacific Sage Partners
Washington
$479K -$156K -501 -25%
WMN
4389
Wealth Management Nebraska
Nebraska
$479K -$21.1K -68 -4%
OWCM
4390
One Wealth Capital Management
Arizona
$478K +$236K +760 +108%
B
4391
Bellecapital
Switzerland
$478K +$25.8K +83 +6%
PWA
4392
Provenance Wealth Advisors
Florida
$478K +$239K +771 +112%
SFG
4393
Synergy Financial Group
California
$477K +$3.42K +11 +0.8%
RFN
4394
Redwood Financial Network
Ohio
$476K -$1.55K -5 -0.3%
HFS
4395
Hoge Financial Services
Pennsylvania
$475K +$18.6K +60 +4%
HGA
4396
Hobbs Group Advisors
South Carolina
$475K -$6.83K -22 -1%
PFO
4397
PMG Family Office
Texas
$475K +$75.5K +243 +20%
PWM
4398
Pathway Wealth Management
Texas
$475K – – –
DI
4399
Disciplined Investments
Oklahoma
$474K +$20.2K +65 +5%
PFP
4400
Paragon Financial Partners
California
$473K +$621 +2 +0.1%
174 175
176
177 178