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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFN
4451
Equita Financial Network
Pennsylvania
$279K -$200K -783 -45%
AFGAS
4452
Allegiance Financial Group Advisory Services
Virginia
$278K -$197K -772 -45%
PWA
4453
Prairie Wealth Advisors
Nebraska
$278K -$52.8K -207 -18%
MIM
4454
Macroview Investment Management
Maryland
$278K -$9.7K -38 -4%
AC
4455
Avant Capital
Louisiana
$277K +$1.28K +5 +0.5%
CMP
4456
Coston McIsaac & Partners
Maine
$277K -$72.2K -283 -23%
TF
4457
Theory Financial
Colorado
$277K +$2.55K +10 +1%
TCCM
4458
Timber Creek Capital Management
Massachusetts
$277K – – –
DWM
4459
Daner Wealth Management
Georgia
$277K +$241K +945 New
CCM
4460
Check Capital Management
California
$276K +$255 +1 +0.1%
LAS
4461
Lloyd Advisory Services
Georgia
$276K +$243K +952 New
CI
4462
Carroll Investors
South Carolina
$276K – – –
AF
4463
AtlasMark Financial
Texas
$275K -$3.06K -12 -1%
NFW
4464
Noble Family Wealth
Florida
$275K – – –
MWM
4465
Magnolia Wealth Management
Alabama
$275K – – –
SFG
4466
Synergy Financial Group
California
$274K +$3.83K +15 +2%
AAM
4467
Austin Asset Management
Texas
$274K -$35.7K -140 -13%
CCM
4468
Cloud Capital Management
Washington
$273K +$104K +408 +78%
UI
4469
Unconventional Investor
New Hampshire
$273K -$14.3K -56 -6%
WWA
4470
Wealth Watch Advisors
Colorado
$272K +$49.3K +193 +20%
CWP
4471
Corepath Wealth Partners
Arizona
$272K – – –
TIA
4472
Tandem Investment Advisors
South Carolina
$271K -$73.5K -288 -24%
VF
4473
Vawter Financial
Ohio
$270K -$776K -3,040 -77%
SAM
4474
Synergy Asset Management
Washington
$270K +$238K +931 New
RWM
4475
Rialto Wealth Management
New York
$269K +$8.93K +35 +4%
177 178
179
180 181