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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
4501
Lakeside Advisors
Washington
$373K – – –
HWMT
4502
Heritage Wealth Management (Texas)
Texas
$372K -$63.4K -209 -14%
W
4503
WPWealth
Texas
$372K -$11.2K -37 -3%
MLFP
4504
MPS Loria Financial Planners
Illinois
$372K +$607 +2 +0.2%
ORI
4505
Oak Ridge Investments
Illinois
$372K -$35.2K -116 -8%
AWA
4506
AmeriServ Wealth Advisors
Pennsylvania
$372K – – –
BA
4507
Ballew Advisors
Mississippi
$371K +$607 +2 +0.2%
RWA
4508
Reicon Wealth Advisors
Georgia
$371K +$84.1K +277 +28%
CH
4509
CDKV Holdings
Colorado
$371K – – –
CCM
4510
Colorado Capital Management
Colorado
$371K – – –
LAM
4511
Lifestyle Asset Management
Texas
$368K +$75K +247 +25%
WA
4512
Winter & Associates
Minnesota
$368K -$12.1K -40 -3%
SHJ
4513
Sharkey, Howes & Javer
Colorado
$367K -$163K -536 -30%
AWP
4514
Accretive Wealth Partners
New Jersey
$365K +$106K +349 +39%
SPA
4515
Sentinel Pension Advisors
Massachusetts
$365K +$19.4K +64 +5%
HA
4516
Helium Advisors
Washington
$364K -$6.98K -23 -2%
R
4517
Rebalance
California
$363K -$166K -548 -31%
HWA
4518
Heritage Wealth Architects
Minnesota
$363K -$12.4K -41 -3%
IWP
4519
IAG Wealth Partners
Wisconsin
$363K +$28.2K +93 +8%
BFA
4520
Brown Financial Advisory
Alabama
$362K +$3.64K +12 +1%
AWA
4521
Adapt Wealth Advisors
Georgia
$362K -$31K -102 -8%
MFG
4522
MTM Financial Group
Pennsylvania
$360K +$20.3K +67 +6%
IMT
4523
Investment Management Trust
Massachusetts
$360K +$371K +1,224 New
JF
4524
JMN Financial
Ohio
$360K +$133K +438 +56%
PWS
4525
Precision Wealth Strategies
Missouri
$359K -$1.52K -5 -0.4%
179 180
181
182 183