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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4476
Provident Wealth Management
Tennessee
$444K +$421K +1,357 New
SHIM
4477
Stone House Investment Management
Pennsylvania
$443K +$54.7K +176 +15%
DWA
4478
Delos Wealth Advisors
Texas
$443K +$120K +386 +40%
CM
4479
Capula Management
Cayman Islands
$442K -$2.81M -9,050 -87%
BF
4480
Brogan Financial
Tennessee
$442K -$32.3K -104 -7%
PVI
4481
Pura Vida Investments
New York
$442K – – –
JF
4482
JMN Financial
Ohio
$442K +$39.4K +127 +10%
JHC
4483
J. Hagan Capital
Kentucky
$441K +$42.2K +136 +11%
CSIA
4484
Conrad Siegel Investment Advisors
Pennsylvania
$440K +$59K +190 +16%
NEPPG
4485
New England Professional Planning Group
Rhode Island
$439K -$26.7K -86 -6%
GFP
4486
Guardian Financial Partners
California
$438K -$25.8K -83 -6%
HFG
4487
Harborfront Financial Group
Michigan
$436K +$414K +1,333 New
TSW
4488
Three Seasons Wealth
Utah
$436K +$158K +510 +62%
SG
4489
Sankala Group
Colorado
$436K -$55.6K -179 -13%
TCM
4490
Traub Capital Management
Massachusetts
$435K -$4.04K -13 -1%
VFS
4491
Valpey Financial Services
New Hampshire
$435K – – –
DWM
4492
DWR Wealth Management
California
$435K +$50.9K +164 +14%
WA
4493
WPG Advisers
Maryland
$435K +$110K +353 +36%
TWM
4494
Tumwater Wealth Management
Idaho
$434K – – –
JSC
4495
Jackson Square Capital
California
$434K +$411K +1,325 New
LKBC
4496
L.K. Benson & Company
Maryland
$434K – – –
GCM
4497
Graham Capital Management
Connecticut
$433K +$411K +1,324 New
GK
4498
Graney & King
New York
$432K +$135K +435 +49%
EWM
4499
Evolution Wealth Management
Florida
$432K +$156K +501 +61%
VR
4500
Valued Retirements
Texas
$432K – – –
178 179
180
181 182