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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
4401
Crane Advisory
California
$486K – – –
PF
4402
Prota Financial
Texas
$485K -$17.7K -57 -4%
KLI
4403
Kelman-Lazarov Inc
Tennessee
$484K +$14.9K +48 +3%
SA
4404
Sacks & Associates
New Jersey
$484K +$23.3K +75 +6%
AFC
4405
Avise Financial Cooperative
California
$483K +$6.83K +22 +2%
BZWA
4406
Blue Zone Wealth Advisors
California
$483K +$621 +2 +0.1%
PFG
4407
Pinnacle Financial Group
Illinois
$483K +$1.86K +6 +0.4%
FWM
4408
Fonville Wealth Management
Virginia
$483K +$28.3K +91 +7%
PRRFG
4409
Paul R. Ried Financial Group
Washington
$482K – – –
DFG
4410
Demars Financial Group
Washington
$482K -$4.66K -15 -1%
TFO
4411
Tarbox Family Office
California
$482K – – –
TAM
4412
TCP Asset Management
Ohio
$481K – – –
AWP
4413
Axis Wealth Partners
Rhode Island
$481K -$333K -1,072 -42%
CWM
4414
Cooke Wealth Management
California
$481K – – –
NAMM
4415
NorthStar Asset Management (Massachusetts)
Massachusetts
$480K +$144K +465 +46%
EAM
4416
Everstar Asset Management
North Carolina
$480K +$175K +565 +63%
PSP
4417
Pacific Sage Partners
Washington
$479K -$156K -501 -25%
WMN
4418
Wealth Management Nebraska
Nebraska
$479K -$21.1K -68 -4%
OWCM
4419
One Wealth Capital Management
Arizona
$478K +$236K +760 +108%
B
4420
Bellecapital
Switzerland
$478K +$25.8K +83 +6%
PWA
4421
Provenance Wealth Advisors
Florida
$478K +$239K +771 +112%
SFG
4422
Synergy Financial Group
California
$477K +$3.42K +11 +0.8%
RFN
4423
Redwood Financial Network
Ohio
$476K -$1.55K -5 -0.3%
HFS
4424
Hoge Financial Services
Pennsylvania
$475K +$18.6K +60 +4%
HGA
4425
Hobbs Group Advisors
South Carolina
$475K -$6.83K -22 -1%
175 176
177
178 179