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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
4576
Clayton Financial Group
Missouri
$344K – – –
FCC
4577
Flower City Capital
New York
$344K +$6.68K +22 +2%
AA
4578
Auctus Advisors
North Carolina
$343K -$245K -807 -41%
BPW
4579
BLVD Private Wealth
Kentucky
$342K – – –
OCFG
4580
O'Connor Financial Group
Illinois
$342K +$7.59K +25 +2%
TIA
4581
Tandem Investment Advisors
South Carolina
$342K +$47K +155 +15%
LPP
4582
Life Planning Partners
Florida
$342K -$61.9K -204 -15%
OPWM
4583
Oregon Pacific Wealth Management
Oregon
$341K -$53.7K -177 -13%
O3W
4584
Omni 360 Wealth
New Jersey
$340K – – –
FAM
4585
Frontier Asset Management
Wyoming
$340K +$7.59K +25 +2%
HFF
4586
Halter Ferguson Financial
Indiana
$340K -$20.9K -69 -6%
BA
4587
Bellwether Advisors
Nebraska
$340K – – –
CSIA
4588
Conrad Siegel Investment Advisors
Pennsylvania
$340K -$1.82K -6 -0.5%
PC
4589
Prairiewood Capital
North Dakota
$339K – – –
AA
4590
ACT Advisors
North Carolina
$339K +$2.12K +7 +0.6%
FAOAI
4591
Fund Advisors of America Inc
Florida
$339K -$156K -514 -31%
MIM
4592
Macroview Investment Management
Maryland
$338K -$3.64K -12 -1%
FWA
4593
FOCUS Wealth Advisors
Texas
$338K +$607 +2 +0.2%
IWMO
4594
Integrated Wealth Management (Ohio)
Ohio
$335K +$80.1K +264 +30%
4WM
4595
4J Wealth Management
Virginia
$335K +$30.7K +101 +10%
MFS
4596
Mirabella Financial Services
United Kingdom
$334K +$345K +1,137 New
LFWA
4597
LiftPoint Family Wealth Advisors
New Jersey
$333K +$15.5K +51 +5%
FIT
4598
Financially in Tune
Massachusetts
$332K +$53.4K +176 +18%
LL
4599
LPWM LLC
Minnesota
$332K +$20.6K +68 +6%
JSA
4600
Jim Saulnier & Associates
Colorado
$332K +$3.04K +10 +0.9%
182 183
184
185 186