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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
4701
ORBA Wealth Advisors
Illinois
$316K +$300K +966 New
CCA
4702
Collaborative Capital Advisors
New York
$315K +$299K +962 New
CFSG
4703
Clark Financial Services Group
Missouri
$315K +$42.9K +138 +17%
MF
4704
Midwestern Financial
Iowa
$314K +$1.55K +5 +0.5%
RCP
4705
Roan Capital Partners
Tennessee
$314K -$41.9K -135 -12%
ZAM
4706
Zevin Asset Management
Massachusetts
$314K -$9.01K -29 -3%
IDBONY
4707
Israel Discount Bank of New York
New York
$314K – – –
UFA
4708
Uptown Financial Advisors
Texas
$314K – – –
RIAS
4709
Rachor Investment Advisory Services
Michigan
$313K -$311 -1 -0.1%
CCM
4710
Check Capital Management
California
$313K +$311 +1 +0.1%
W
4711
WorthPointe
California
$313K -$75.2K -242 -20%
LAM
4712
Lountzis Asset Management
Pennsylvania
$312K -$50.3K -162 -15%
EWA
4713
Elevate Wealth Advisory
Georgia
$312K +$2.48K +8 +0.8%
BFA
4714
Ballast Financial Advisors
Pennsylvania
$312K +$24.2K +78 +9%
NFW
4715
Noble Family Wealth
Florida
$311K -$238K -765 -45%
AF
4716
AtlasMark Financial
Texas
$311K – – –
G
4717
Gainplan
Michigan
$311K +$2.79K +9 +1%
QA
4718
Quattro Advisors
Pennsylvania
$310K +$32.9K +106 +13%
SS
4719
Sound Stewardship
Kansas
$310K +$294K +947 New
WCM
4720
WealthTrak Capital Management
Virginia
$310K -$3.42K -11 -1%
WH
4721
Whitcomb & Hess
Ohio
$309K +$1.24K +4 +0.4%
VA
4722
Veratis Advisors
North Carolina
$308K +$293K +942 New
BWA
4723
BCU Wealth Advisors
Illinois
$308K +$29.8K +96 +11%
TF
4724
Theory Financial
Colorado
$307K – – –
RLWM
4725
RF&L Wealth Management
Massachusetts
$307K -$12.1K -39 -4%
187 188
189
190 191