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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
4601
Financial Synergies Wealth Advisors
Texas
$358K +$3.1K +10 +0.9%
Eagle Capital Management (New York)
4602
Eagle Capital Management (New York)
New York
$357K -$50.8K -164 -13%
DI
4603
Disciplined Investments
Oklahoma
$357K -$3.41K -11 -1%
HWA
4604
HighRoad Wealth Advisors
Oregon
$356K +$342K +1,106 New
WF
4605
Warner Financial
Maryland
$356K – – –
O3W
4606
Omni 360 Wealth
New Jersey
$356K +$310 +1 +0.1%
RFPS
4607
Reality Financial Planning Services
Florida
$355K +$341K +1,103 New
MFA
4608
McClarren Financial Advisors
Pennsylvania
$353K +$228K +735 +57%
SFG
4609
Skyview Financial Group
Florida
$353K +$339K +1,094 New
UWM
4610
USAdvisors Wealth Management
Minnesota
$352K -$2.17K -7 -0.6%
QWM
4611
Quaker Wealth Management
New Jersey
$352K +$10.8K +35 +3%
I
4612
IMPACTfolio
Colorado
$351K – – –
NERM
4613
New England Research & Management
Illinois
$351K – – –
NOI
4614
Newton One Investments
Delaware
$350K +$1.55K +5 +0.5%
PCMK
4615
Paragon Capital Management (Kansas)
Kansas
$350K -$43K -139 -11%
BWG
4616
Boomfish Wealth Group
Georgia
$349K -$113K -366 -25%
LFWA
4617
LiftPoint Family Wealth Advisors
New Jersey
$348K +$334K +1,080 New
WA
4618
WPG Advisers
Maryland
$346K +$97.2K +314 +41%
UFPG
4619
United Financial Planning Group
New York
$346K +$13.9K +45 +4%
VWM
4620
Verus Wealth Management
Wisconsin
$346K -$61.9K -200 -16%
WCA
4621
Waratah Capital Advisors
Ontario, Canada
$345K -$11.8M -38,044 -97%
AWP
4622
Astra Wealth Partners
New Jersey
$345K -$45.5K -147 -12%
JBI
4623
John Boyer Inc
Florida
$344K +$1.55K +5 +0.5%
SPAS
4624
Spectrum Planning & Advisory Services
California
$344K +$2.79K +9 +0.8%
EP
4625
EPIQ Partners
Minnesota
$344K – – –