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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMMS
4751
Comprehensive Money Management Services
Florida
$295K – – –
NWA
4752
Northwest Wealth Advisors
Washington
$295K +$284K +917 New
AC
4753
Avant Capital
Louisiana
$295K -$14.6K -47 -5%
FLP
4754
Financial Life Planners
Arizona
$294K +$1.24K +4 +0.4%
MAA
4755
Mraz Amerine & Associates
California
$294K -$3.1K -10 -1%
UI
4756
Unconventional Investor
New Hampshire
$294K -$1.24K -4 -0.4%
HCRE
4757
Hoya Capital Real Estate
Connecticut
$293K – – –
NCG
4758
Newport Capital Group
New Jersey
$292K +$18.6K +60 +7%
G
4759
Gainplan
Michigan
$291K +$280K +904 New
WFP
4760
Welch Financial Planning
Colorado
$291K +$280K +903 New
AWM
4761
Act Wealth Management
Texas
$291K -$1.55K -5 -0.6%
NLWP
4762
Next Level Wealth Planning
Idaho
$291K -$18.9K -61 -6%
TCOK
4763
Trust Company of Kansas
Kansas
$290K – – –
EAM
4764
Everstar Asset Management
North Carolina
$290K -$264K -853 -49%
PWA
4765
Principia Wealth Advisory
Texas
$289K +$5.88K +19 +2%
MCIA
4766
Mountain Capital Investment Advisors
Colorado
$288K -$11.1K -36 -4%
LAA
4767
Liberty Atlantic Advisors
Texas
$288K +$276K +893 New
ACA
4768
AllStreet Capital Advisors
California
$288K +$276K +893 New
AWP
4769
Accretive Wealth Partners
New Jersey
$287K +$48.6K +157 +21%
CP
4770
Capital Planning
Washington
$287K – – –
SIM
4771
Sims Investment Management
Ohio
$287K -$26K -84 -9%
AU
4772
AlphaGrep UK
$287K +$276K +891 New
AWM
4773
Adams Wealth Management
Utah
$287K -$929 -3 -0.3%
AWA
4774
Archvest Wealth Advisors
California
$286K +$16.7K +54 +6%
EP
4775
E6 Portfolios
Utah
$286K +$275K +888 New
189 190
191
192 193