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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
4376
MontVue Capital Management
Virginia
$479K -$17K -55 -4%
DFG
4377
Demars Financial Group
Washington
$479K – – –
AWMG
4378
ADG Wealth Management Group
Louisiana
$478K +$18.6K +60 +4%
CC
4379
Capital Counsel
New York
$477K – – –
HWMT
4380
Heritage Wealth Management (Texas)
Texas
$475K +$1.86K +6 +0.4%
EFA
4381
Englebert Financial Advisers
Pennsylvania
$473K +$455K +1,469 New
MJFG
4382
Mars Jewett Financial Group
Washington
$473K +$471K +1,521 New
BF
4383
Brogan Financial
Tennessee
$473K -$107K -345 -19%
W
4384
WorthPointe
California
$473K +$141K +454 +45%
FSCM
4385
Front Street Capital Management
Montana
$472K -$157K -508 -26%
JPLA
4386
Joseph P. Lucia & Associates
New York
$472K +$6.81K +22 +2%
VBFP
4387
Valtinson Bruner Financial Planning
Minnesota
$471K -$8.98K -29 -2%
BZWA
4388
Blue Zone Wealth Advisors
California
$471K – – –
TP
4389
Trailhead Planners
Minnesota
$471K +$452K +1,461 New
PCA
4390
Private Capital Advisors
Connecticut
$469K +$2.17K +7 +0.5%
GWM
4391
GK Wealth Management
Nevada
$468K -$48.9K -158 -10%
MFS
4392
Madrona Financial Services
Washington
$467K -$21.4K -69 -5%
PWM
4393
Pathway Wealth Management
Texas
$467K +$449K +1,450 New
RH
4394
RFG Holdings
Texas
$466K +$40.2K +130 +10%
OWA
4395
OakTrust Wealth Advisors
Connecticut
$465K +$447K +1,443 New
TW
4396
Towerpoint Wealth
California
$465K -$4.03K -13 -0.9%
PPH
4397
Pure Portfolios Holdings
Oregon
$465K +$4.64K +15 +1%
TFP
4398
Triune Financial Partners
Kansas
$464K -$19.8K -64 -4%
CAM
4399
CenterStar Asset Management
Illinois
$463K +$445K +1,436 New
RAG
4400
RIA Advisory Group
Iowa
$460K -$89.5K -289 -17%
174 175
176
177 178