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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VW
4676
Veridan Wealth
Oregon
$299K +$27.6K +91 +10%
IWB
4677
Innovative Wealth Building
Maryland
$298K +$11.8K +39 +4%
SFG
4678
Strive Financial Group
Indiana
$298K +$303 +1 +0.1%
AAM
4679
Auxier Asset Management
Oregon
$298K +$14.6K +48 +5%
FGG
4680
Financial Guidance Group
Florida
$297K – – –
MFG
4681
Midwest Financial Group
Kansas
$297K +$26.7K +88 +10%
CFWMA
4682
Center for Wealth Management Advisory
Ohio
$297K +$303 +1 +0.1%
AV
4683
Aspiring Ventures
Ohio
$296K +$61.9K +204 +25%
GJIA
4684
Glass Jacobson Investment Advisors
Maryland
$296K +$8.19K +27 +3%
PCA
4685
Private Capital Advisors
Connecticut
$296K -$137K -450 -31%
PP
4686
PFS Partners
New Jersey
$296K -$11.8K -39 -4%
PC
4687
Purewater Capital
Texas
$295K +$304K +1,003 New
OA
4688
Oxbow Advisors
Texas
$295K -$126K -415 -29%
NAMM
4689
NorthStar Asset Management (Massachusetts)
Massachusetts
$295K -$4.25K -14 -1%
DWM
4690
Daner Wealth Management
Georgia
$295K -$65.2K -215 -18%
CA
4691
Cumberland Advisors
Florida
$294K – – –
UWM
4692
USAdvisors Wealth Management
Minnesota
$294K -$16.4K -54 -5%
CMP
4693
Coston McIsaac & Partners
Maine
$294K – – –
VWM
4694
Vermillion Wealth Management
Minnesota
$293K +$57.4K +189 +23%
AFS
4695
AFG Fiduciary Services
Massachusetts
$293K -$16.1K -53 -5%
HWM
4696
HRC Wealth Management
Idaho
$293K -$4.86K -16 -2%
MA
4697
McGrath & Associates
North Carolina
$293K – – –
SF
4698
SWP Financial
California
$293K -$10.6K -35 -3%
DQRIM
4699
Dale Q Rice Investment Management
Washington
$292K – – –
FWSM
4700
First Wilshire Securities Management
California
$292K – – –
186 187
188
189 190