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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
4426
Cloud Capital Management
Washington
$458K -$20.8K -67 -5%
CCC
4427
Chelsea Counsel Company
California
$456K – – –
SC
4428
Shearwater Capital
Colorado
$455K -$4.35K -14 -1%
WA
4429
WESPAC Advisors
California
$455K – – –
WFP
4430
Welch Financial Planning
Colorado
$455K +$130K +420 +43%
NSG
4431
Nalls Sherbakoff Group
Tennessee
$453K – – –
DWM
4432
DeLarme Wealth Management
California
$452K -$14.6K -47 -3%
IWS
4433
Integrity Wealth Solutions
Colorado
$452K +$6.83K +22 +2%
EP
4434
Essential Planning
New Hampshire
$451K -$6.52K -21 -2%
PS
4435
Portfolio Strategies
New York
$450K – – –
TWM
4436
Triton Wealth Management
Arizona
$450K -$6.21K -20 -1%
JWM
4437
JDH Wealth Management
California
$450K -$4.04K -13 -0.9%
EW
4438
Entruity Wealth
California
$449K +$621 +2 +0.1%
JBI
4439
John Boyer Inc
Florida
$448K +$1.24K +4 +0.3%
SPA
4440
Sentinel Pension Advisors
Massachusetts
$447K +$22K +71 +6%
EW
4441
Enzi Wealth
Texas
$447K -$4.66K -15 -1%
JCIA
4442
Jackson Creek Investment Advisors
Colorado
$447K -$133K -428 -25%
LAM
4443
Lifestyle Asset Management
Texas
$446K +$34.8K +112 +9%
PF
4444
PlanVest Financial
Maryland
$445K +$1.24K +4 +0.3%
OCM
4445
Outlook Capital Management
Illinois
$445K +$422K +1,358 New
PWM
4446
Provident Wealth Management
Tennessee
$444K +$421K +1,357 New
SHIM
4447
Stone House Investment Management
Pennsylvania
$443K +$54.7K +176 +15%
DWA
4448
Delos Wealth Advisors
Texas
$443K +$120K +386 +40%
CM
4449
Capula Management
Cayman Islands
$442K -$2.81M -9,050 -87%
BF
4450
Brogan Financial
Tennessee
$442K -$32.3K -104 -7%
176 177
178
179 180