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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
4551
BLVD Private Wealth
Kentucky
$375K – – –
CAM
4552
Capital Asset Management
Colorado
$375K +$360K +1,163 New
MIM
4553
Macroview Investment Management
Maryland
$374K +$63.2K +204 +21%
FA
4554
Fermata Advisors
California
$374K +$17.3K +56 +5%
CSIA
4555
Conrad Siegel Investment Advisors
Pennsylvania
$374K -$2.48K -8 -0.7%
WFP
4556
Wrenne Financial Planning
Kentucky
$373K – – –
APW
4557
Atlantic Private Wealth
North Carolina
$373K +$284K +916 +379%
IW
4558
Imprint Wealth
South Carolina
$373K -$363K -1,173 -50%
MFG
4559
MTM Financial Group
Pennsylvania
$373K – – –
HI
4560
Human Investing
Oregon
$372K -$13.3K -43 -4%
BA
4561
Bellwether Advisors
Nebraska
$372K +$10.8K +35 +3%
PC
4562
Prairiewood Capital
North Dakota
$372K -$20.7K -67 -5%
BA
4563
Ballew Advisors
Mississippi
$371K -$10.5K -34 -3%
DWM
4564
DWR Wealth Management
California
$371K +$355K +1,146 New
CWMS
4565
Cannon Wealth Management Services
North Carolina
$370K -$4.95K -16 -1%
WFA
4566
Websterrogers Financial Advisors
South Carolina
$370K – – –
FWA
4567
FOCUS Wealth Advisors
Texas
$370K +$619 +2 +0.2%
FCC
4568
Flower City Capital
New York
$370K -$19.8K -64 -5%
AA
4569
ACT Advisors
North Carolina
$369K +$7.12K +23 +2%
WG
4570
Warner Group
Connecticut
$369K +$354K +1,144 New
RWM
4571
Rialto Wealth Management
New York
$368K +$56K +181 +19%
CWA
4572
Cascade Wealth Advisors
Washington
$368K – – –
JWM
4573
JDH Wealth Management
California
$368K – – –
IWP
4574
IAG Wealth Partners
Wisconsin
$367K – – –
SCB
4575
Saudi Central Bank
Saudi Arabia
$366K -$3.1K -10 -0.9%
181 182
183
184 185