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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4501
FMB Wealth Management
California
$411K – – –
OWM
4502
Orgel Wealth Management
Wisconsin
$410K +$48.9K +158 +14%
AFC
4503
Avise Financial Cooperative
California
$409K +$394K +1,271 New
EW
4504
Enzi Wealth
Texas
$409K +$1.24K +4 +0.3%
HWA
4505
Hilltop Wealth Advisors
North Carolina
$409K +$46.1K +149 +13%
AFS
4506
Axiom Financial Strategies
Indiana
$409K -$26.3K -85 -6%
RCM
4507
Richardson Capital Management
Wisconsin
$409K +$2.48K +8 +0.6%
VI
4508
VanderPol Investments
Michigan
$409K +$8.67K +28 +2%
LA
4509
Lakeside Advisors
Washington
$408K +$310 +1 +0.1%
CWMA
4510
Capstone Wealth Management (Alabama)
Alabama
$408K +$11.8K +38 +3%
FPW
4511
Flagship Private Wealth
Massachusetts
$407K -$29.1K -94 -7%
AWA
4512
AmeriServ Wealth Advisors
Pennsylvania
$407K -$29.1K -94 -7%
MSF
4513
Mustard Seed Financial
Arkansas
$407K -$96.9K -313 -20%
HA
4514
Helium Advisors
Washington
$407K -$171K -551 -30%
CH
4515
CDKV Holdings
Colorado
$407K +$391K +1,262 New
MLFP
4516
MPS Loria Financial Planners
Illinois
$407K +$619 +2 +0.2%
CCM
4517
Colorado Capital Management
Colorado
$406K +$5.26K +17 +1%
AAS
4518
AdviceOne Advisory Services
Connecticut
$405K – – –
GC
4519
Gibson Capital
Pennsylvania
$404K -$32.2K -104 -8%
AWA
4520
Alaska Wealth Advisors
Alaska
$404K +$28.5K +92 +8%
KLI
4521
Kelman-Lazarov Inc
Tennessee
$401K +$3.41K +11 +0.9%
GFG
4522
Grantvest Financial Group
New Jersey
$400K +$310 +1 +0.1%
PWS
4523
Precision Wealth Strategies
Missouri
$395K +$15.2K +49 +4%
PRRFG
4524
Paul R. Ried Financial Group
Washington
$395K +$40.2K +130 +12%
HFF
4525
Halter Ferguson Financial
Indiana
$395K +$26.6K +86 +8%
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