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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
4601
Quaker Wealth Management
New Jersey
$352K +$10.8K +35 +3%
I
4602
IMPACTfolio
Colorado
$351K – – –
NERM
4603
New England Research & Management
Illinois
$351K – – –
NOI
4604
Newton One Investments
Delaware
$350K +$1.55K +5 +0.5%
PCMK
4605
Paragon Capital Management (Kansas)
Kansas
$350K -$43K -139 -11%
BWG
4606
Boomfish Wealth Group
Georgia
$349K -$113K -366 -25%
LFWA
4607
LiftPoint Family Wealth Advisors
New Jersey
$348K +$334K +1,080 New
WA
4608
WPG Advisers
Maryland
$346K +$97.2K +314 +41%
UFPG
4609
United Financial Planning Group
New York
$346K +$13.9K +45 +4%
VWM
4610
Verus Wealth Management
Wisconsin
$346K -$61.9K -200 -16%
WCA
4611
Waratah Capital Advisors
Ontario, Canada
$345K -$11.8M -38,044 -97%
AWP
4612
Astra Wealth Partners
New Jersey
$345K -$45.5K -147 -12%
JBI
4613
John Boyer Inc
Florida
$344K +$1.55K +5 +0.5%
SPAS
4614
Spectrum Planning & Advisory Services
California
$344K +$2.79K +9 +0.8%
EP
4615
EPIQ Partners
Minnesota
$344K – – –
VA
4616
Veratis Advisors
North Carolina
$343K +$348K +1,125 New
PA
4617
Prossimo Advisors
California
$343K +$5.26K +17 +2%
JWM
4618
Johnson Wealth Management
North Dakota
$343K -$14.9K -48 -4%
TPCM
4619
Templeton & Phillips Capital Management
Tennessee
$343K – – –
LSC
4620
Lesa Sroufe & Co
Washington
$342K – – –
KAS
4621
Kemnay Advisory Services
New York
$342K +$328K +1,061 New
LL
4622
LPWM LLC
Minnesota
$342K – – –
HBS
4623
Howard Bailey Securities
Indiana
$341K -$42.7K -138 -12%
BC
4624
Brio Consultants
California
$341K +$119K +384 +57%
AFS
4625
AFG Fiduciary Services
Massachusetts
$340K -$20.1K -65 -6%
183 184
185
186 187