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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
4751
Ballast Financial Advisors
Pennsylvania
$312K +$24.2K +78 +9%
NFW
4752
Noble Family Wealth
Florida
$311K -$238K -765 -45%
AF
4753
AtlasMark Financial
Texas
$311K – – –
G
4754
Gainplan
Michigan
$311K +$2.79K +9 +1%
QA
4755
Quattro Advisors
Pennsylvania
$310K +$32.9K +106 +13%
SS
4756
Sound Stewardship
Kansas
$310K +$294K +947 New
WCM
4757
WealthTrak Capital Management
Virginia
$310K -$3.42K -11 -1%
WH
4758
Whitcomb & Hess
Ohio
$309K +$1.24K +4 +0.4%
VA
4759
Veratis Advisors
North Carolina
$308K +$293K +942 New
BWA
4760
BCU Wealth Advisors
Illinois
$308K +$29.8K +96 +11%
TF
4761
Theory Financial
Colorado
$307K – – –
RLWM
4762
RF&L Wealth Management
Massachusetts
$307K -$12.1K -39 -4%
HSWS
4763
Higgins & Schmidt Wealth Strategies
Colorado
$307K +$311 +1 +0.1%
I
4764
InceptionR
California
$306K +$290K +935 New
KFI
4765
Kachkovsky & Fisher Inc
California
$305K +$290K +933 New
AAM
4766
Austin Asset Management
Texas
$305K -$6.83K -22 -2%
SFAM
4767
Sawyer Falduto Asset Management
Illinois
$302K – – –
AC
4768
Avant Capital
Louisiana
$302K +$1.24K +4 +0.4%
BWM
4769
Brickley Wealth Management
California
$302K +$18K +58 +7%
WPWM
4770
Western Pacific Wealth Management
Illinois
$302K – – –
MF
4771
Manuka Financial
Virginia
$300K – – –
LTAS
4772
Linden Thomas Advisory Services
North Carolina
$300K +$284K +916 New
TNAM
4773
Terra Nova Asset Management
New York
$299K -$621 -2 -0.2%
NLWP
4774
Next Level Wealth Planning
Idaho
$299K +$3.1K +10 +1%
HCRE
4775
Hoya Capital Real Estate
Connecticut
$298K – – –
189 190
191
192 193