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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
4576
Omni 360 Wealth
New Jersey
$379K +$311 +1 +0.1%
MFG
4577
MTM Financial Group
Pennsylvania
$379K -$20.8K -67 -5%
HFF
4578
Halter Ferguson Financial
Indiana
$378K – – –
AFWM
4579
Arta Finance Wealth Management
California
$378K +$62.7K +202 +21%
FWA
4580
FOCUS Wealth Advisors
Texas
$377K +$932 +3 +0.3%
FAM
4581
Frontier Asset Management
Wyoming
$377K -$1.55K -5 -0.4%
IWP
4582
IAG Wealth Partners
Wisconsin
$373K -$28.9K -93 -8%
GFG
4583
Grantvest Financial Group
New Jersey
$373K -$23K -74 -6%
OFG
4584
Opulen Financial Group
Virginia
$373K +$47.8K +154 +16%
LSWP
4585
Liberty Square Wealth Partners
Pennsylvania
$372K +$4.04K +13 +1%
IWMO
4586
Integrated Wealth Management (Ohio)
Ohio
$371K -$1.24K -4 -0.4%
AWA
4587
Archvest Wealth Advisors
California
$370K +$93.8K +302 +36%
VPW
4588
Vericrest Private Wealth
Pennsylvania
$370K -$1.02M -3,277 -74%
AL
4589
ADE LLC
Maryland
$370K -$88.5K -285 -20%
WFP
4590
Wrenne Financial Planning
Kentucky
$369K – – –
LPFG
4591
Landing Point Financial Group
Ohio
$368K +$1.24K +4 +0.4%
MW
4592
Members Wealth
Pennsylvania
$368K +$32.3K +104 +10%
4WM
4593
4J Wealth Management
Virginia
$367K -$4.35K -14 -1%
PWM
4594
Penobscot Wealth Management
Maine
$367K -$79.5K -256 -19%
SA
4595
Sicart Associates
New York
$367K -$15.5K -50 -4%
IW
4596
Imprint Wealth
South Carolina
$367K – – –
IFS
4597
Integrated Financial Solutions
Virginia
$367K +$57.5K +185 +20%
TWM
4598
TLW Wealth Management
Florida
$367K +$348K +1,120 New
LL
4599
LPWM LLC
Minnesota
$366K -$3.42K -11 -1%
SPIO
4600
Seven Post Investment Office
California
$366K +$347K +1,117 New
182 183
184
185 186