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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
4576
Conrad Siegel Investment Advisors
Pennsylvania
$340K -$1.82K -6 -0.5%
PC
4577
Prairiewood Capital
North Dakota
$339K – – –
AA
4578
ACT Advisors
North Carolina
$339K +$2.12K +7 +0.6%
FAOAI
4579
Fund Advisors of America Inc
Florida
$339K -$156K -514 -31%
MIM
4580
Macroview Investment Management
Maryland
$338K -$3.64K -12 -1%
FWA
4581
FOCUS Wealth Advisors
Texas
$338K +$607 +2 +0.2%
IWMO
4582
Integrated Wealth Management (Ohio)
Ohio
$335K +$80.1K +264 +30%
4WM
4583
4J Wealth Management
Virginia
$335K +$30.7K +101 +10%
MFS
4584
Mirabella Financial Services
United Kingdom
$334K +$345K +1,137 New
LFWA
4585
LiftPoint Family Wealth Advisors
New Jersey
$333K +$15.5K +51 +5%
FIT
4586
Financially in Tune
Massachusetts
$332K +$53.4K +176 +18%
LL
4587
LPWM LLC
Minnesota
$332K +$20.6K +68 +6%
JSA
4588
Jim Saulnier & Associates
Colorado
$332K +$3.04K +10 +0.9%
WFP
4589
Wrenne Financial Planning
Kentucky
$331K -$10K -33 -3%
GCP
4590
Guardian Capital (Pennsylvania)
Pennsylvania
$331K -$177K -584 -34%
DA
4591
Dash Acquisitions
California
$331K +$910 +3 +0.3%
LSWP
4592
Liberty Square Wealth Partners
Pennsylvania
$331K -$54.3K -179 -14%
FIC
4593
Family Investment Center
Missouri
$331K -$211K -696 -38%
IW
4594
Imprint Wealth
South Carolina
$330K -$10.6K -35 -3%
LPFG
4595
Landing Point Financial Group
Ohio
$330K +$1.52K +5 +0.4%
CAS
4596
CTC Alternative Strategies
Illinois
$329K +$340K +1,120 New
LAM
4597
Lountzis Asset Management
Pennsylvania
$328K – – –
GWM
4598
GK Wealth Management
Nevada
$328K -$89.8K -296 -20%
DWM
4599
DWR Wealth Management
California
$328K +$3.34K +11 +1%
APW
4600
Atlantic Private Wealth
North Carolina
$328K -$13.4K -44 -4%
182 183
184
185 186