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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
4451
Shearwater Capital
Colorado
$413K +$426K +1,403 New
EP
4452
Essential Planning
New Hampshire
$412K – – –
MAM
4453
Marotta Asset Management
Virginia
$411K – – –
CCC
4454
Chelsea Counsel Company
California
$409K – – –
TWM
4455
Triton Wealth Management
Arizona
$409K – – –
WA
4456
WESPAC Advisors
California
$409K -$150K -495 -26%
JWM
4457
JDH Wealth Management
California
$408K +$74.7K +246 +22%
HFS
4458
Hoge Financial Services
Pennsylvania
$408K +$910 +3 +0.2%
NSG
4459
Nalls Sherbakoff Group
Tennessee
$407K – – –
DI
4460
Disciplined Investments
Oklahoma
$407K +$83.2K +274 +25%
FWM
4461
Fonville Wealth Management
Virginia
$407K +$119K +392 +40%
PWM
4462
Penobscot Wealth Management
Maine
$405K +$3.94K +13 +1%
B
4463
Bellecapital
Switzerland
$405K -$9.41K -31 -2%
PS
4464
Portfolio Strategies
New York
$405K +$418K +1,376 New
AWM
4465
Avondale Wealth Management
Texas
$404K – – –
KA
4466
Kure Advisory
Minnesota
$404K +$49.2K +162 +13%
SC
4467
Schubert & Co
Texas
$403K +$2.43K +8 +0.6%
EW
4468
Entruity Wealth
California
$403K – – –
JBI
4469
John Boyer Inc
Florida
$402K +$90.1K +297 +28%
GFA
4470
Godfrey Financial Associates
New York
$401K -$910 -3 -0.2%
IWS
4471
Integrity Wealth Solutions
Colorado
$400K +$5.77K +19 +1%
APWM
4472
Argonautica Private Wealth Management
Massachusetts
$400K – – –
HBS
4473
Howard Bailey Securities
Indiana
$399K +$90.7K +299 +28%
PF
4474
PlanVest Financial
Maryland
$399K +$411K +1,355 New
IWM
4475
IMG Wealth Management
Florida
$398K -$94.7K -312 -19%
177 178
179
180 181