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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
4526
Accretive Wealth Partners
New Jersey
$365K +$106K +349 +39%
SPA
4527
Sentinel Pension Advisors
Massachusetts
$365K +$19.4K +64 +5%
HA
4528
Helium Advisors
Washington
$364K -$6.98K -23 -2%
R
4529
Rebalance
California
$363K -$166K -548 -31%
HWA
4530
Heritage Wealth Architects
Minnesota
$363K -$12.4K -41 -3%
IWP
4531
IAG Wealth Partners
Wisconsin
$363K +$28.2K +93 +8%
BFA
4532
Brown Financial Advisory
Alabama
$362K +$3.64K +12 +1%
AWA
4533
Adapt Wealth Advisors
Georgia
$362K -$31K -102 -8%
MFG
4534
MTM Financial Group
Pennsylvania
$360K +$20.3K +67 +6%
IMT
4535
Investment Management Trust
Massachusetts
$360K +$371K +1,224 New
JF
4536
JMN Financial
Ohio
$360K +$133K +438 +56%
PWS
4537
Precision Wealth Strategies
Missouri
$359K -$1.52K -5 -0.4%
NQWM
4538
Northwest Quadrant Wealth Management
Oregon
$358K +$1.52K +5 +0.4%
PEWA
4539
Pacific Excel Wealth Advisors
California
$358K +$117K +387 +47%
PSC
4540
Prentiss Smith & Co
Vermont
$357K – – –
GFG
4541
Grantvest Financial Group
New Jersey
$357K -$8.5K -28 -2%
JHC
4542
J. Hagan Capital
Kentucky
$356K -$127K -418 -26%
RWFS
4543
Rayburn West Financial Services
Tennessee
$356K – – –
PS
4544
Pinney & Scofield
Massachusetts
$355K – – –
PFO
4545
PMG Family Office
Texas
$355K +$6.37K +21 +2%
VPWA
4546
Vestia Personal Wealth Advisors
Indiana
$354K -$27.6K -91 -7%
RWM
4547
Raffa Wealth Management
District of Columbia
$353K +$2.43K +8 +0.7%
CWA
4548
Cascade Wealth Advisors
Washington
$353K -$17K -56 -5%
W
4549
WorthPointe
California
$352K -$81.6K -269 -18%
OWM
4550
Orgel Wealth Management
Wisconsin
$352K -$23.1K -76 -6%
180 181
182
183 184