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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
4451
Pura Vida Investments
New York
$435K +$418K +1,350 New
YCG
4452
Yeomans Consulting Group
Georgia
$433K -$16.7K -54 -4%
HIM
4453
Harbour Investment Management
Washington
$433K – – –
PFP
4454
Paragon Financial Partners
California
$433K +$310 +1 +0.1%
IWS
4455
Integrity Wealth Solutions
Colorado
$432K +$310 +1 +0.1%
UAM
4456
UAS Asset Management
New York
$431K +$415K +1,339 New
OPWM
4457
Oregon Pacific Wealth Management
Oregon
$430K -$7.12K -23 -2%
AFAS
4458
Acorn Financial Advisory Services
Virginia
$430K -$5.57K -18 -1%
AWA
4459
Adapt Wealth Advisors
Georgia
$429K +$26.9K +87 +7%
ACM
4460
Avos Capital Management
Washington
$429K – – –
CPA
4461
Clear Point Advisors
New York
$428K +$67.8K +219 +17%
TWM
4462
Triton Wealth Management
Arizona
$428K – – –
TWM
4463
Tumwater Wealth Management
Idaho
$428K – – –
HFG
4464
Harborfront Financial Group
Michigan
$427K +$410K +1,325 New
GWA
4465
Geometric Wealth Advisors
District of Columbia
$427K +$18.3K +59 +5%
LKBC
4466
L.K. Benson & Company
Maryland
$427K +$410K +1,325 New
JCM
4467
J2 Capital Management
Michigan
$426K -$22.6K -73 -5%
VR
4468
Valued Retirements
Texas
$425K – – –
QP
4469
Quartz Partners
New York
$425K -$98.5K -318 -19%
AFC
4470
Ares Financial Consulting
California
$424K +$407K +1,316 New
HC
4471
Hoese & Co
Minnesota
$422K – – –
PTCG
4472
Pring Turner Capital Group
California
$421K – – –
PPWM
4473
Perissos Private Wealth Management
Oklahoma
$420K – – –
LSWP
4474
Liberty Square Wealth Partners
Pennsylvania
$420K – – –
W
4475
WPWealth
Texas
$419K +$47.7K +154 +13%
177 178
179
180 181