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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
4501
Lakeside Advisors
Washington
$415K +$311 +1 +0.1%
GFA
4502
Godfrey Financial Associates
New York
$415K -$30.4K -98 -7%
MLFP
4503
MPS Loria Financial Planners
Illinois
$414K +$621 +2 +0.2%
ZWA
4504
Zinnia Wealth Advisory
Florida
$414K -$3.42K -11 -0.9%
MFA
4505
Millington Financial Advisors
Illinois
$414K +$138K +443 +58%
N
4506
Numerai
California
$414K +$125K +402 +47%
CH
4507
CDKV Holdings
Colorado
$413K – – –
ACP
4508
Arcus Capital Partners
Georgia
$413K -$59.6K -192 -13%
AWA
4509
AmeriServ Wealth Advisors
Pennsylvania
$412K -$1.24K -4 -0.3%
BRIA
4510
Balanced Rock Investment Advisors
Massachusetts
$412K +$46.9K +151 +14%
ACM
4511
Aurdan Capital Management
Pennsylvania
$412K +$55K +177 +16%
SHJ
4512
Sharkey, Howes & Javer
Colorado
$409K – – –
CCM
4513
Colorado Capital Management
Colorado
$408K -$4.35K -14 -1%
CPWM
4514
Cypress Point Wealth Management
Texas
$408K +$89.1K +287 +30%
SWA
4515
Strata Wealth Advisors
Texas
$408K -$101K -326 -21%
WA
4516
Winter & Associates
Minnesota
$408K – – –
HA
4517
Helium Advisors
Washington
$406K +$621 +2 +0.2%
AWA
4518
Alaska Wealth Advisors
Alaska
$405K +$20.5K +66 +6%
HWMT
4519
Heritage Wealth Management (Texas)
Texas
$405K -$9.01K -29 -2%
RWM
4520
Raffa Wealth Management
District of Columbia
$405K +$10.9K +35 +3%
AWP
4521
Astra Wealth Partners
New Jersey
$405K +$42.9K +138 +13%
OCFG
4522
O'Connor Financial Group
Illinois
$404K +$22K +71 +6%
MWM
4523
Meritas Wealth Management
California
$403K +$382K +1,231 New
NLA
4524
Northern Lights Advisors
Washington
$403K +$49.4K +159 +15%
IMT
4525
Investment Management Trust
Massachusetts
$402K +$1.55K +5 +0.4%
179 180
181
182 183