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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VPWA
4526
Vestia Personal Wealth Advisors
Indiana
$402K +$8.07K +26 +2%
FCC
4527
Flower City Capital
New York
$401K +$17.4K +56 +5%
PWS
4528
Precision Wealth Strategies
Missouri
$401K +$932 +3 +0.2%
BA
4529
Ballew Advisors
Mississippi
$401K +$311 +1 +0.1%
NQWM
4530
Northwest Quadrant Wealth Management
Oregon
$400K +$1.55K +5 +0.4%
VL
4531
Vima LLC
Michigan
$399K +$379K +1,220 New
PPWM
4532
Perissos Private Wealth Management
Oklahoma
$399K -$26.4K -85 -7%
AA
4533
ACT Advisors
North Carolina
$399K +$20.2K +65 +6%
PSC
4534
Prentiss Smith & Co
Vermont
$397K – – –
FSCM
4535
Front Street Capital Management
Montana
$397K -$74.5K -240 -17%
CWMS
4536
Cannon Wealth Management Services
North Carolina
$396K +$10.9K +35 +3%
VMMC
4537
V.M. Manning & Co
South Carolina
$396K +$376K +1,210 New
ODFS
4538
O'Donnell Financial Services
California
$396K +$162K +522 +76%
PS
4539
Pinney & Scofield
Massachusetts
$395K – – –
AFO
4540
Arrowroot Family Office
California
$395K +$52.8K +170 +16%
HHGA
4541
Halbert Hargrove Global Advisors
California
$395K +$7.45K +24 +2%
FWA
4542
Fulcrum Wealth Advisors
Washington
$394K +$99.4K +320 +36%
RCS
4543
R2 Capital Strategies
Nebraska
$394K +$374K +1,203 New
BF
4544
Bonfire Financial
Colorado
$394K +$94.7K +305 +34%
RC
4545
Resolute Capital
South Carolina
$394K +$373K +1,202 New
CCM
4546
Cutler Capital Management
Massachusetts
$392K +$3.1K +10 +0.8%
RRWA
4547
Rainey & Randall Wealth Advisors
Florida
$392K +$621 +2 +0.2%
TFS
4548
Targeted Financial Services
Florida
$391K +$311 +1 +0.1%
HA
4549
Hanover Advisors
South Carolina
$391K – – –
UW
4550
Unique Wealth
Florida
$391K +$5.9K +19 +2%
180 181
182
183 184