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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FHWM
4601
Fox Hill Wealth Management
Massachusetts
$217K +$205K +688 New
RW
4602
REDW Wealth
New Mexico
$217K -$10.7K -36 -5%
CIM
4603
Confluence Investment Management
Missouri
$216K -$11.9K -40 -6%
TF
4604
TME Financial
California
$216K -$15.8K -53 -7%
PWA
4605
Primoris Wealth Advisors
Florida
$215K +$203K +683 New
GF
4606
Goodman Financial
Texas
$215K +$203K +683 New
BIS
4607
BG Investment Services
Guam
$215K +$203K +682 New
AFWM
4608
Abich Financial Wealth Management
Virginia
$214K +$202K +678 New
SIA
4609
Spectrum Investment Advisors
Wisconsin
$213K +$201K +676 New
ACM
4610
Andina Capital Management
Utah
$213K -$51.5K -173 -20%
SP
4611
Sequent Planning
Nebraska
$213K -$43.1K -145 -18%
TBC
4612
Ted Buchan & Co
California
$213K +$201K +675 New
B
4613
BetterWealth
California
$213K +$201K +675 New
GWM
4614
Greenhouse Wealth Management
Connecticut
$213K +$201K +675 New
BC
4615
Brio Consultants
California
$212K +$200K +673 New
TR
4616
Tepp RIA
New Jersey
$212K +$200K +672 New
GCM
4617
Generation Capital Management
New York
$212K +$200K +671 New
GWMI
4618
Guardian Wealth Management (Illinois)
Illinois
$212K +$200K +671 New
SFP
4619
Strategic Financial Partners
Oregon
$211K +$199K +668 New
CCM
4620
Carderock Capital Management
Maryland
$211K +$20.2K +68 +11%
KRW
4621
Kaufman Rossin Wealth
Florida
$210K -$96.1K -323 -33%
CA
4622
CV Advisors
Florida
$209K +$197K +663 New
VFIC
4623
Valley Forge Investment Consultants
Pennsylvania
$209K -$150K -503 -43%
SG
4624
Somerset Group
Minnesota
$208K +$197K +661 New
PM
4625
Penbrook Management
New York
$208K +$196K +660 New
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185
186 187