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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
4526
Ball & Co Wealth Management
Tennessee
$243K +$1.28K +5 +0.6%
LWA
4527
Lifelong Wealth Advisors
Minnesota
$243K +$214K +837 New
BWA
4528
BCU Wealth Advisors
Illinois
$241K +$1.02K +4 +0.5%
FWM
4529
Fonville Wealth Management
Virginia
$241K – – –
SWA
4530
ShankerValleau Wealth Advisors
Illinois
$241K – – –
CCMIC
4531
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$241K -$6.38K -25 -3%
ACM
4532
Alamar Capital Management
California
$241K – – –
BF
4533
Bonfire Financial
Colorado
$240K +$255 +1 +0.1%
MFA
4534
Millington Financial Advisors
Illinois
$240K +$206K +809 New
JWM
4535
Jacksonville Wealth Management
Florida
$240K +$211K +827 New
CDWM
4536
Campbell Deegan Wealth Management
Virginia
$239K +$1.02K +4 +0.5%
MAMG
4537
Milestone Asset Management Group
Connecticut
$239K -$6.63K -26 -3%
SP
4538
Sequent Planning
Nebraska
$238K +$210K +821 New
LFS
4539
Littlejohn Financial Services
Oregon
$238K +$209K +820 New
FA
4540
Financial Avengers
California
$237K +$766 +3 +0.4%
FCMC
4541
Founders Capital Management (Connecticut)
Connecticut
$237K – – –
BFG
4542
Baron Financial Group
New Jersey
$236K +$208K +815 New
NHFG
4543
New Harbor Financial Group
Massachusetts
$236K +$208K +815 New
AWA
4544
Archvest Wealth Advisors
California
$235K +$207K +812 New
BWM
4545
Brickley Wealth Management
California
$235K +$207K +811 New
EI
4546
eCIO Inc
Wisconsin
$235K -$1.28K -5 -0.6%
CAM
4547
Cobblestone Asset Management
Virginia
$233K +$205K +804 New
SWM
4548
Schwallier Wealth Management
Michigan
$233K +$205K +804 New
PPW
4549
PACK Private Wealth
Minnesota
$233K +$205K +803 New
TCM
4550
Tran Capital Management
California
$232K +$204K +801 New
180 181
182
183 184