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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
4726
TD Capital Management
Tennessee
$307K -$33.7K -109 -10%
OA
4727
Oasis Advisors
Iowa
$306K +$294K +950 New
AF
4728
AtlasMark Financial
Texas
$306K – – –
RPA
4729
Rock Point Advisors
Vermont
$305K +$6.5K +21 +2%
WCM
4730
WealthTrak Capital Management
Virginia
$305K +$16.7K +54 +6%
FFP
4731
Freedom Financial Partners
Minnesota
$304K -$87.3K -282 -23%
FH
4732
Financial Harvest
Florida
$303K +$69.7K +225 +31%
SFG
4733
Synergy Financial Group
California
$302K -$12.1K -39 -4%
KCM
4734
Kennedy Capital Management
Missouri
$302K – – –
CQWA
4735
Chokshi & Queen Wealth Advisors
California
$302K +$310 +1 +0.1%
WH
4736
Whitcomb & Hess
Ohio
$302K -$1.86K -6 -0.6%
ES
4737
ETF Store
Kansas
$302K +$20.4K +66 +8%
EWA
4738
Elevate Wealth Advisory
Georgia
$301K +$4.33K +14 +2%
GAM
4739
GEM Asset Management
Michigan
$301K -$15.8K -51 -5%
FS
4740
Ferguson Shapiro
Georgia
$300K +$1.24K +4 +0.4%
HP
4741
Havemeyer Place
Connecticut
$300K +$288K +930 New
CFP
4742
Curran Financial Partners
South Carolina
$300K -$54.8K -177 -16%
MW
4743
Members Wealth
Pennsylvania
$299K +$310 +1 +0.1%
VW
4744
Veridan Wealth
Oregon
$298K +$1.24K +4 +0.4%
WPWM
4745
Western Pacific Wealth Management
Illinois
$297K -$69.4K -224 -20%
MFG
4746
Midwest Financial Group
Kansas
$297K -$2.17K -7 -0.8%
SMF
4747
Sterling Manor Financial
New York
$297K -$27.2K -88 -9%
SWM
4748
SpringVest Wealth Management
Texas
$297K +$285K +921 New
BWG
4749
Balanced Wealth Group
Ohio
$296K +$1.24K +4 +0.4%
MF
4750
Manuka Financial
Virginia
$296K +$83.6K +270 +42%
188 189
190
191 192