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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFPS
4626
Reality Financial Planning Services
Florida
$324K – – –
ARG
4627
Advisory Resource Group
Oklahoma
$324K +$19.7K +65 +6%
PIA
4628
Panoramic Investment Advisors
Colorado
$324K +$27.3K +90 +9%
MFA
4629
McClarren Financial Advisors
Pennsylvania
$323K -$284K -937 -46%
AWP
4630
Astra Wealth Partners
New Jersey
$323K +$8.19K +27 +3%
MCG
4631
McCollum Christoferson Group
New York
$323K +$29.7K +98 +10%
CCA
4632
Conservest Capital Advisors
Pennsylvania
$323K +$21.9K +72 +7%
EA
4633
Ellsworth Advisors
Ohio
$322K -$2.84M -9,346 -90%
RCP
4634
Roan Capital Partners
Tennessee
$322K +$332K +1,093 New
WCP
4635
Wick Capital Partners
Pennsylvania
$321K +$63.7K +210 +24%
NOI
4636
Newton One Investments
Delaware
$321K +$1.52K +5 +0.5%
I
4637
IMPACTfolio
Colorado
$320K – – –
TFS
4638
truNorth Financial Services
Pennsylvania
$320K -$9.11K -30 -3%
CAM
4639
Capital Asset Management
Colorado
$320K -$23.1K -76 -7%
CA
4640
Claris Advisors
Missouri
$320K -$9.41K -31 -3%
MW
4641
Members Wealth
Pennsylvania
$319K +$7.59K +25 +3%
EIP
4642
Ellis Investment Partners
Pennsylvania
$318K +$138K +455 +73%
ACM
4643
Aurdan Capital Management
Pennsylvania
$318K +$10.9K +36 +3%
SFSG
4644
Sound Financial Strategies Group
Mississippi
$317K +$327K +1,079 New
PA
4645
Prossimo Advisors
California
$317K +$3.34K +11 +1%
LFG
4646
Lockerman Financial Group
California
$316K +$8.19K +27 +3%
VWM
4647
Verus Wealth Management
Wisconsin
$315K -$303 -1 -0.1%
NLA
4648
Northern Lights Advisors
Washington
$315K +$21.9K +72 +7%
SIM
4649
Synergy Investment Management
Florida
$314K +$29.4K +97 +10%
EP
4650
EPIQ Partners
Minnesota
$314K – – –
184 185
186
187 188