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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
4526
Cascade Wealth Advisors
Washington
$418K – – –
HBS
4527
Howard Bailey Securities
Indiana
$418K -$25.2K -81 -6%
CPA
4528
Clear Point Advisors
New York
$416K -$45.1M -145,120 -99%
SWM
4529
SFG Wealth Management
Maryland
$415K -$78.3K -252 -17%
QP
4530
Quartz Partners
New York
$415K +$26.7K +86 +7%
LA
4531
Lakeside Advisors
Washington
$415K +$311 +1 +0.1%
GFA
4532
Godfrey Financial Associates
New York
$415K -$30.4K -98 -7%
MLFP
4533
MPS Loria Financial Planners
Illinois
$414K +$621 +2 +0.2%
ZWA
4534
Zinnia Wealth Advisory
Florida
$414K -$3.42K -11 -0.9%
MFA
4535
Millington Financial Advisors
Illinois
$414K +$138K +443 +58%
N
4536
Numerai
California
$414K +$125K +402 +47%
CH
4537
CDKV Holdings
Colorado
$413K – – –
ACP
4538
Arcus Capital Partners
Georgia
$413K -$59.6K -192 -13%
AWA
4539
AmeriServ Wealth Advisors
Pennsylvania
$412K -$1.24K -4 -0.3%
BRIA
4540
Balanced Rock Investment Advisors
Massachusetts
$412K +$46.9K +151 +14%
ACM
4541
Aurdan Capital Management
Pennsylvania
$412K +$55K +177 +16%
SHJ
4542
Sharkey, Howes & Javer
Colorado
$409K – – –
CCM
4543
Colorado Capital Management
Colorado
$408K -$4.35K -14 -1%
CPWM
4544
Cypress Point Wealth Management
Texas
$408K +$89.1K +287 +30%
SWA
4545
Strata Wealth Advisors
Texas
$408K -$101K -326 -21%
WA
4546
Winter & Associates
Minnesota
$408K – – –
HA
4547
Helium Advisors
Washington
$406K +$621 +2 +0.2%
AWA
4548
Alaska Wealth Advisors
Alaska
$405K +$20.5K +66 +6%
HWMT
4549
Heritage Wealth Management (Texas)
Texas
$405K -$9.01K -29 -2%
RWM
4550
Raffa Wealth Management
District of Columbia
$405K +$10.9K +35 +3%
180 181
182
183 184