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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
4651
Comprehensive Financial Management
California
$345K – – –
HIA
4652
Highland Investment Advisors
Florida
$344K +$326K +1,051 New
CFP
4653
Curran Financial Partners
South Carolina
$343K -$76.1K -245 -19%
BBNB
4654
Baker Boyer National Bank
Washington
$342K – – –
BFS
4655
Beacon Financial Strategies
North Carolina
$342K +$57.8K +186 +22%
PPP
4656
Prism Planning Partners
Illinois
$342K – – –
EIP
4657
Ellis Investment Partners
Pennsylvania
$341K -$12.1K -39 -4%
NWA
4658
Northwest Wealth Advisors
Washington
$341K +$39.1K +126 +14%
MGAM
4659
McGowan Group Asset Management
Texas
$341K -$311 -1 -0.1%
FIC
4660
Family Investment Center
Missouri
$341K -$25.8K -83 -7%
OC
4661
OceanIQ Capital
California
$338K +$290K +934 New
SM
4662
Sciencast Management
New Jersey
$336K -$2.67M -8,599 -89%
PCMK
4663
Paragon Capital Management (Kansas)
Kansas
$335K -$4.66K -15 -1%
AWMS
4664
Advocacy Wealth Management Services
Georgia
$334K +$54K +174 +21%
FF
4665
Foronjy Financial
California
$334K +$81.7K +263 +35%
ASG
4666
Advisory Solutions Group
Minnesota
$333K +$316K +1,017 New
NA
4667
Nautilus Advisors
California
$332K +$621 +2 +0.2%
CP
4668
Capital Planning
Washington
$332K +$23.3K +75 +8%
MFG
4669
Midwest Financial Group
Kansas
$332K +$1.24K +4 +0.4%
FGG
4670
Financial Guidance Group
Florida
$331K – – –
CCMI
4671
Creative Capital Management Investments
California
$331K +$108K +347 +52%
CFWMA
4672
Center for Wealth Management Advisory
Ohio
$331K – – –
ORI
4673
Oak Ridge Investments
Illinois
$331K -$78.6K -253 -20%
AW
4674
Avion Wealth
Texas
$330K +$51.2K +165 +20%
PCA
4675
Private Capital Advisors
Connecticut
$330K – – –
185 186
187
188 189