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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
4576
Websterrogers Financial Advisors
South Carolina
$370K – – –
FWA
4577
FOCUS Wealth Advisors
Texas
$370K +$619 +2 +0.2%
FCC
4578
Flower City Capital
New York
$370K -$19.8K -64 -5%
AA
4579
ACT Advisors
North Carolina
$369K +$7.12K +23 +2%
WG
4580
Warner Group
Connecticut
$369K +$354K +1,144 New
RWM
4581
Rialto Wealth Management
New York
$368K +$56K +181 +19%
CWA
4582
Cascade Wealth Advisors
Washington
$368K – – –
JWM
4583
JDH Wealth Management
California
$368K – – –
IWP
4584
IAG Wealth Partners
Wisconsin
$367K – – –
SCB
4585
Saudi Central Bank
Saudi Arabia
$366K -$3.1K -10 -0.9%
FAM
4586
Frontier Asset Management
Wyoming
$364K +$350K +1,131 New
CAP
4587
Cordoba Advisory Partners
New York
$364K +$350K +1,130 New
VMMC
4588
V.M. Manning & Co
South Carolina
$364K -$22.6K -73 -6%
C
4589
Covestor
United Kingdom
$363K -$60.7K -196 -15%
CSW
4590
Cogent Strategic Wealth
Illinois
$362K +$376K +1,216 New
PSP
4591
Pacific Sage Partners
Washington
$362K +$23.8K +77 +7%
TFS
4592
truNorth Financial Services
Pennsylvania
$361K +$346K +1,119 New
CA
4593
Claris Advisors
Missouri
$360K -$3.41K -11 -1%
MSWM
4594
Master's Wealth Management
Pennsylvania
$360K +$346K +1,118 New
JSA
4595
Jim Saulnier & Associates
Colorado
$360K +$619 +2 +0.2%
LPFG
4596
Landing Point Financial Group
Ohio
$360K +$1.24K +4 +0.4%
LAM
4597
Lountzis Asset Management
Pennsylvania
$360K – – –
WJS
4598
William John Sempolinski
Massachusetts
$360K +$346K +1,116 New
SCM
4599
Stonehearth Capital Management
Massachusetts
$359K – – –
HWA
4600
Heritage Wealth Architects
Minnesota
$358K +$372K +1,203 New
182 183
184
185 186