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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
4701
Foronjy Financial
California
$334K +$81.7K +263 +35%
ASG
4702
Advisory Solutions Group
Minnesota
$333K +$316K +1,017 New
NA
4703
Nautilus Advisors
California
$332K +$621 +2 +0.2%
CP
4704
Capital Planning
Washington
$332K +$23.3K +75 +8%
MFG
4705
Midwest Financial Group
Kansas
$332K +$1.24K +4 +0.4%
FGG
4706
Financial Guidance Group
Florida
$331K – – –
CCMI
4707
Creative Capital Management Investments
California
$331K +$108K +347 +52%
CFWMA
4708
Center for Wealth Management Advisory
Ohio
$331K – – –
ORI
4709
Oak Ridge Investments
Illinois
$331K -$78.6K -253 -20%
AW
4710
Avion Wealth
Texas
$330K +$51.2K +165 +20%
PCA
4711
Private Capital Advisors
Connecticut
$330K – – –
HWM
4712
HRC Wealth Management
Idaho
$330K +$3.42K +11 +1%
AAM
4713
Auxier Asset Management
Oregon
$328K -$3.1K -10 -1%
MIM
4714
Macroview Investment Management
Maryland
$328K -$46K -148 -13%
LAA
4715
Liberty Atlantic Advisors
Texas
$327K +$25.2K +81 +9%
GC
4716
Gruss & Co
Florida
$327K -$155K -500 -33%
CCP
4717
Clarkston Capital Partners
Michigan
$327K -$10.6K -34 -3%
CA
4718
Cumberland Advisors
Florida
$327K – – –
CMP
4719
Coston McIsaac & Partners
Maine
$327K +$311 +1 +0.1%
FWP
4720
Forefront Wealth Partners
Texas
$326K +$310K +997 New
DQRIM
4721
Dale Q Rice Investment Management
Washington
$325K – – –
BAM
4722
Blueshift Asset Management
New Jersey
$325K +$308K +993 New
IWB
4723
Innovative Wealth Building
Maryland
$323K -$8.07K -26 -3%
UWM
4724
USAdvisors Wealth Management
Minnesota
$323K -$15.8K -51 -5%
IP
4725
Integras Partners
Georgia
$323K +$80.7K +260 +36%
187 188
189
190 191