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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
4426
Fusion Family Wealth
New York
$238K +$255 +1 +0.1%
WCF
4427
West Coast Financial
California
$237K – – –
GSC
4428
Ground Swell Capital
South Carolina
$237K +$246K +965 New
KFG
4429
Kropog Financial Group
Louisiana
$236K +$1.02K +4 +0.4%
NLWP
4430
Next Level Wealth Planning
Idaho
$236K -$10.2K -40 -4%
AF
4431
AtlasMark Financial
Texas
$236K +$3.06K +12 +1%
RH
4432
RFG Holdings
Texas
$236K +$21.2K +83 +9%
LIA
4433
LifePlan Investment Advisors
North Carolina
$235K – – –
CMMS
4434
Comprehensive Money Management Services
Florida
$235K +$3.06K +12 +1%
BDPWM
4435
Barnes Dennig Private Wealth Management
Ohio
$235K +$244K +959 New
EIP
4436
Ellis Investment Partners
Pennsylvania
$235K +$244K +958 New
PP
4437
PFS Partners
New Jersey
$234K +$255 +1 +0.1%
WI
4438
Westbourne Investments
Virginia
$234K -$38.2K -150 -14%
AWP
4439
Astra Wealth Partners
New Jersey
$234K +$5.35K +21 +2%
CIC
4440
Chase Investment Counsel
Virginia
$234K -$12.5K -49 -5%
CCM
4441
Check Capital Management
California
$233K +$2.8K +11 +1%
AC
4442
Avant Capital
Louisiana
$233K +$1.27K +5 +0.5%
CI
4443
Carroll Investors
South Carolina
$233K – – –
NFW
4444
Noble Family Wealth
Florida
$233K – – –
TCCM
4445
Timber Creek Capital Management
Massachusetts
$233K – – –
TCFP
4446
Treasure Coast Financial Planning
Florida
$233K – – –
MWM
4447
Magnolia Wealth Management
Alabama
$233K – – –
IWB
4448
Innovative Wealth Building
Maryland
$231K +$22.2K +87 +10%
CB
4449
Chris Bulman
California
$230K +$17.3K +68 +8%
FS
4450
Ferguson Shapiro
Georgia
$230K -$13.5K -53 -5%
176 177
178
179 180