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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
4451
Blue Barn Wealth
Utah
$230K -$3.31K -13 -1%
CWM
4452
CMH Wealth Management
New Hampshire
$229K -$10.2K -40 -4%
CCA
4453
Conservest Capital Advisors
Pennsylvania
$229K +$238K +933 New
SSCM
4454
Spectrum Strategic Capital Management
Oregon
$229K -$255 -1 -0.1%
SFG
4455
Synergy Financial Group
California
$228K -$3.31K -13 -1%
MW
4456
Members Wealth
Pennsylvania
$228K +$20.6K +81 +10%
BHWA
4457
Beacon Harbor Wealth Advisors
Virginia
$227K – – –
RPA
4458
Rock Point Advisors
Vermont
$227K – – –
SCA
4459
Sander Capital Advisors
Washington
$227K – – –
TF
4460
Theory Financial
Colorado
$227K – – –
AAS
4461
AdviceOne Advisory Services
Connecticut
$227K -$7.9K -31 -3%
PWA
4462
PCG Wealth Advisors
Kansas
$227K -$53.3K -209 -18%
MFG
4463
Midwest Financial Group
Kansas
$226K +$765 +3 +0.3%
RFG
4464
REAP Financial Group
Texas
$226K +$93.8K +368 +67%
TCTWM
4465
Three Cord True Wealth Management
Pennsylvania
$226K +$20.4K +80 +10%
LFP
4466
Leeward Financial Partners
Washington
$226K -$1.78K -7 -0.8%
BWG
4467
Beta Wealth Group
California
$226K +$255 +1 +0.1%
BFA
4468
Brown Financial Advisory
Alabama
$225K +$234K +918 New
UFF
4469
USA Financial Formulas
Michigan
$225K +$234K +918 New
DC
4470
Diametric Capital
Massachusetts
$225K -$609K -2,387 -72%
ACM
4471
Aurdan Capital Management
Pennsylvania
$224K -$61.2K -240 -21%
AAM
4472
Ameraudi Asset Management
New York
$224K – – –
DK
4473
David Kennon
Florida
$223K – – –
AC
4474
Attessa Capital
Arizona
$223K – – –
HCRE
4475
Hoya Capital Real Estate
Connecticut
$223K – – –
177 178
179
180 181