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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
4376
Freestate Advisors
Kansas
$482K -$9.91K -32 -2%
BDPWM
4377
Barnes Dennig Private Wealth Management
Ohio
$481K +$16.4K +53 +4%
BNA
4378
BankChampaign National Association
Illinois
$481K +$462K +1,493 New
CCA
4379
Cottonwood Capital Advisors
Utah
$481K -$13.6K -44 -3%
RWM
4380
Ruedi Wealth Management
Illinois
$481K -$8.67K -28 -2%
AI
4381
AdvisorShares Investments
Maryland
$480K -$18.6K -60 -4%
MQWP
4382
Morey & Quinn Wealth Partners
Nebraska
$480K – – –
MCM
4383
MontVue Capital Management
Virginia
$479K -$17K -55 -4%
DFG
4384
Demars Financial Group
Washington
$479K – – –
AWMG
4385
ADG Wealth Management Group
Louisiana
$478K +$18.6K +60 +4%
CC
4386
Capital Counsel
New York
$477K – – –
HWMT
4387
Heritage Wealth Management (Texas)
Texas
$475K +$1.86K +6 +0.4%
EFA
4388
Englebert Financial Advisers
Pennsylvania
$473K +$455K +1,469 New
MJFG
4389
Mars Jewett Financial Group
Washington
$473K +$471K +1,521 New
BF
4390
Brogan Financial
Tennessee
$473K -$107K -345 -19%
W
4391
WorthPointe
California
$473K +$141K +454 +45%
FSCM
4392
Front Street Capital Management
Montana
$472K -$157K -508 -26%
JPLA
4393
Joseph P. Lucia & Associates
New York
$472K +$6.81K +22 +2%
VBFP
4394
Valtinson Bruner Financial Planning
Minnesota
$471K -$8.98K -29 -2%
BZWA
4395
Blue Zone Wealth Advisors
California
$471K – – –
TP
4396
Trailhead Planners
Minnesota
$471K +$452K +1,461 New
PCA
4397
Private Capital Advisors
Connecticut
$469K +$2.17K +7 +0.5%
GWM
4398
GK Wealth Management
Nevada
$468K -$48.9K -158 -10%
MFS
4399
Madrona Financial Services
Washington
$467K -$21.4K -69 -5%
PWM
4400
Pathway Wealth Management
Texas
$467K +$449K +1,450 New
174 175
176
177 178