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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
B
4451
Bellecapital
Switzerland
$405K -$9.41K -31 -2%
PS
4452
Portfolio Strategies
New York
$405K +$418K +1,376 New
AWM
4453
Avondale Wealth Management
Texas
$404K – – –
KA
4454
Kure Advisory
Minnesota
$404K +$49.2K +162 +13%
SC
4455
Schubert & Co
Texas
$403K +$2.43K +8 +0.6%
EW
4456
Entruity Wealth
California
$403K – – –
JBI
4457
John Boyer Inc
Florida
$402K +$90.1K +297 +28%
GFA
4458
Godfrey Financial Associates
New York
$401K -$910 -3 -0.2%
IWS
4459
Integrity Wealth Solutions
Colorado
$400K +$5.77K +19 +1%
APWM
4460
Argonautica Private Wealth Management
Massachusetts
$400K – – –
HBS
4461
Howard Bailey Securities
Indiana
$399K +$90.7K +299 +28%
PF
4462
PlanVest Financial
Maryland
$399K +$411K +1,355 New
IWM
4463
IMG Wealth Management
Florida
$398K -$94.7K -312 -19%
PVI
4464
Pura Vida Investments
New York
$397K – – –
IWS
4465
Intentional Wealth Strategies
Colorado
$397K +$409K +1,348 New
JCM
4466
J2 Capital Management
Michigan
$396K +$7.28K +24 +2%
SG
4467
Sankala Group
Colorado
$395K – – –
VPF
4468
Vantage Point Financial
Illinois
$395K -$126K -415 -24%
TCM
4469
Traub Capital Management
Massachusetts
$395K -$17K -56 -4%
MWA
4470
Monograph Wealth Advisors
California
$393K -$4.55M -15,000 -92%
VFS
4471
Valpey Financial Services
New Hampshire
$391K -$8.19K -27 -2%
LAMC
4472
Longview Asset Management (California)
California
$391K +$95K +313 +31%
TWM
4473
Tumwater Wealth Management
Idaho
$390K – – –
LKBC
4474
L.K. Benson & Company
Maryland
$390K – – –
VR
4475
Valued Retirements
Texas
$388K – – –
177 178
179
180 181