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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RH
4401
RFG Holdings
Texas
$466K +$40.2K +130 +10%
OWA
4402
OakTrust Wealth Advisors
Connecticut
$465K +$447K +1,443 New
TW
4403
Towerpoint Wealth
California
$465K -$4.03K -13 -0.9%
PPH
4404
Pure Portfolios Holdings
Oregon
$465K +$4.64K +15 +1%
TFP
4405
Triune Financial Partners
Kansas
$464K -$19.8K -64 -4%
CAM
4406
CenterStar Asset Management
Illinois
$463K +$445K +1,436 New
RAG
4407
RIA Advisory Group
Iowa
$460K -$89.5K -289 -17%
NEPPG
4408
New England Professional Planning Group
Rhode Island
$460K – – –
CWA
4409
Clarus Wealth Advisors
Arizona
$460K +$61.9K +200 +16%
DKCM
4410
Davidson Kahn Capital Management
California
$459K +$39.9K +129 +10%
WPW
4411
Warther Private Wealth
Ohio
$459K +$43K +139 +11%
EI
4412
EDMP Inc
Florida
$457K -$52.6K -170 -11%
OA
4413
Oxbow Advisors
Texas
$457K -$4.33K -14 -1%
GFP
4414
Guardian Financial Partners
California
$456K +$26.6K +86 +6%
AL
4415
ADE LLC
Maryland
$456K – – –
TWML
4416
Todd Wealth Management, LLC
Florida
$454K +$437K +1,410 New
GCM
4417
G2 Capital Management
Ohio
$454K +$9.29K +30 +2%
LOIP
4418
Live Oak Investment Partners
Texas
$454K -$4.64K -15 -1%
MCA
4419
Maryland Capital Advisors
Maryland
$454K +$24.8K +80 +6%
MGIA
4420
Matthew Goff Investment Advisor
Texas
$454K -$15.5K -50 -3%
DW
4421
Dodds Wealth
Colorado
$453K -$31K -100 -7%
LC
4422
Lavaca Capital
Texas
$453K – – –
B
4423
Bellecapital
Switzerland
$453K +$48.6K +157 +13%
RFN
4424
Redwood Financial Network
Ohio
$453K +$35.6K +115 +9%
EC
4425
Eaton-Cambridge
Arizona
$453K +$16.7K +54 +4%
175 176
177
178 179