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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
4701
WealthCare Investment Partners
Rhode Island
$311K +$16.4K +53 +6%
OFG
4702
Opulen Financial Group
Virginia
$310K +$22.6K +73 +8%
PWA
4703
Prairie Wealth Advisors
Nebraska
$309K -$297K -960 Closed
LWM
4704
Laidlaw Wealth Management
New York
$309K -$287K -927 -49%
RIAS
4705
Rachor Investment Advisory Services
Michigan
$309K +$297K +958 New
UFA
4706
Uptown Financial Advisors
Texas
$309K -$155K -500 -34%
HSWS
4707
Higgins & Schmidt Wealth Strategies
Colorado
$309K +$9.91K +32 +3%
UW
4708
Unique Wealth
Florida
$309K +$22K +71 +8%
MIM
4709
Morningstar Investment Management
Illinois
$308K -$19.5M -63,037 -99%
CCM
4710
Check Capital Management
California
$308K +$310 +1 +0.1%
AAM
4711
Austin Asset Management
Texas
$308K -$22.6K -73 -7%
FIT
4712
Financially in Tune
Massachusetts
$307K +$295K +954 New
RPCA
4713
Running Point Capital Advisors
California
$307K +$48.9K +158 +20%
TCM
4714
TD Capital Management
Tennessee
$307K -$33.7K -109 -10%
OA
4715
Oasis Advisors
Iowa
$306K +$294K +950 New
AF
4716
AtlasMark Financial
Texas
$306K – – –
RPA
4717
Rock Point Advisors
Vermont
$305K +$6.5K +21 +2%
WCM
4718
WealthTrak Capital Management
Virginia
$305K +$16.7K +54 +6%
FFP
4719
Freedom Financial Partners
Minnesota
$304K -$87.3K -282 -23%
FH
4720
Financial Harvest
Florida
$303K +$69.7K +225 +31%
SFG
4721
Synergy Financial Group
California
$302K -$12.1K -39 -4%
KCM
4722
Kennedy Capital Management
Missouri
$302K – – –
CQWA
4723
Chokshi & Queen Wealth Advisors
California
$302K +$310 +1 +0.1%
WH
4724
Whitcomb & Hess
Ohio
$302K -$1.86K -6 -0.6%
ES
4725
ETF Store
Kansas
$302K +$20.4K +66 +8%
187 188
189
190 191