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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
4451
Mraz Amerine & Associates
California
$291K -$23.5K -79 -8%
VW
4452
Veridan Wealth
Oregon
$290K +$274K +921 New
EWA
4453
Elevate Wealth Advisory
Georgia
$290K -$892 -3 -0.3%
CMMS
4454
Comprehensive Money Management Services
Florida
$289K – – –
UI
4455
Unconventional Investor
New Hampshire
$289K -$7.43K -25 -3%
PWM
4456
PMG Wealth Management
Illinois
$287K – – –
RIM
4457
Reliant Investment Management
Tennessee
$287K – – –
HCRE
4458
Hoya Capital Real Estate
Connecticut
$287K – – –
FLP
4459
Financial Life Planners
Arizona
$286K +$11K +37 +4%
AWM
4460
Act Wealth Management
Texas
$286K -$40.2K -135 -13%
TCOK
4461
Trust Company of Kansas
Kansas
$284K – – –
TF
4462
Theory Financial
Colorado
$283K – – –
AFG
4463
Altiora Financial Group
Ohio
$282K -$4.16K -14 -2%
EC
4464
EntryPoint Capital
New York
$282K +$266K +894 New
WCM
4465
WealthTrak Capital Management
Virginia
$282K +$67.5K +227 +34%
AWM
4466
Adams Wealth Management
Utah
$282K -$233K -783 -47%
CI
4467
CacheTech Inc
Utah
$282K -$233K -783 -47%
EFN
4468
Equita Financial Network
Pennsylvania
$281K -$21.4K -72 -7%
OFG
4469
Opulen Financial Group
Virginia
$280K +$47K +158 +22%
AC
4470
Armistice Capital
New York
$280K +$264K +888 New
WIP
4471
WealthCare Investment Partners
Rhode Island
$280K +$1.19K +4 +0.4%
GK
4472
Graney & King
New York
$280K -$2.08K -7 -0.8%
UW
4473
Unique Wealth
Florida
$280K +$45.8K +154 +21%
IP
4474
Integras Partners
Georgia
$279K – – –
CP
4475
Capital Planning
Washington
$279K – – –
177 178
179
180 181