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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMK
4651
Paragon Capital Management (Kansas)
Kansas
$305K -$14.9K -49 -5%
HA
4652
HFG Advisors
Ohio
$305K +$910 +3 +0.3%
AFO
4653
Arrowroot Family Office
California
$305K +$49.5K +163 +19%
CCP
4654
Clarkston Capital Partners
Michigan
$304K -$337K -1,111 -52%
SA
4655
Skyline Advisors
Washington
$303K – – –
MCIA
4656
Mountain Capital Investment Advisors
Colorado
$301K -$1.21K -4 -0.4%
CMF
4657
Counterpoint Mutual Funds
California
$299K +$309K +1,018 New
NHFG
4658
New Harbor Financial Group
Massachusetts
$299K -$51.3K -169 -14%
BWG
4659
Balanced Wealth Group
Ohio
$299K +$19.4K +64 +7%
VW
4660
Veridan Wealth
Oregon
$299K +$27.6K +91 +10%
IWB
4661
Innovative Wealth Building
Maryland
$298K +$11.8K +39 +4%
SFG
4662
Strive Financial Group
Indiana
$298K +$303 +1 +0.1%
AAM
4663
Auxier Asset Management
Oregon
$298K +$14.6K +48 +5%
FGG
4664
Financial Guidance Group
Florida
$297K – – –
MFG
4665
Midwest Financial Group
Kansas
$297K +$26.7K +88 +10%
CFWMA
4666
Center for Wealth Management Advisory
Ohio
$297K +$303 +1 +0.1%
AV
4667
Aspiring Ventures
Ohio
$296K +$61.9K +204 +25%
GJIA
4668
Glass Jacobson Investment Advisors
Maryland
$296K +$8.19K +27 +3%
PCA
4669
Private Capital Advisors
Connecticut
$296K -$137K -450 -31%
PP
4670
PFS Partners
New Jersey
$296K -$11.8K -39 -4%
PC
4671
Purewater Capital
Texas
$295K +$304K +1,003 New
OA
4672
Oxbow Advisors
Texas
$295K -$126K -415 -29%
NAMM
4673
NorthStar Asset Management (Massachusetts)
Massachusetts
$295K -$4.25K -14 -1%
DWM
4674
Daner Wealth Management
Georgia
$295K -$65.2K -215 -18%
CA
4675
Cumberland Advisors
Florida
$294K – – –
185 186
187
188 189