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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
4626
WFA of San Diego
California
$357K – – –
PIA
4627
Panoramic Investment Advisors
Colorado
$356K -$4.35K -14 -1%
DWM
4628
Daner Wealth Management
Georgia
$356K +$4.66K +15 +2%
HP
4629
Havemeyer Place
Connecticut
$356K -$557K -1,795 -62%
HOWA
4630
Heritage Oak Wealth Advisors
Florida
$355K +$34.2K +110 +11%
PCM
4631
Prelude Capital Management
New York
$354K -$500K -1,610 -60%
CA
4632
Claris Advisors
Missouri
$354K -$1.24K -4 -0.4%
EP
4633
Essential Partners
California
$354K +$75.2K +242 +29%
SFSG
4634
Sound Financial Strategies Group
Mississippi
$353K – – –
PA
4635
Prossimo Advisors
California
$353K – – –
VWM
4636
Verus Wealth Management
Wisconsin
$351K – – –
VW
4637
Veridan Wealth
Oregon
$351K +$17.4K +56 +6%
SFG
4638
Strive Financial Group
Indiana
$351K +$18.6K +60 +6%
EP
4639
EPIQ Partners
Minnesota
$350K – – –
LWM
4640
Luminvest Wealth Management
Arizona
$349K +$64.9K +209 +24%
TPCM
4641
Templeton & Phillips Capital Management
Tennessee
$349K – – –
LFG
4642
Lockerman Financial Group
California
$348K -$3.42K -11 -1%
CFO
4643
Custos Family Office
Texas
$348K -$183K -589 -36%
NBWM
4644
North Berkeley Wealth Management
California
$348K +$1.86K +6 +0.6%
TFA
4645
TPG Financial Advisors
Oregon
$348K – – –
LSC
4646
Lesa Sroufe & Co
Washington
$347K – – –
CIS
4647
Continental Investors Services
Washington
$347K +$49.4K +159 +20%
I
4648
IMPACTfolio
Colorado
$347K -$9.32K -30 -3%
PAS
4649
Parsonex Advisory Services
Colorado
$347K -$153K -492 -32%
AV
4650
Aspiring Ventures
Ohio
$346K +$15.5K +50 +5%
184 185
186
187 188