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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
4751
Exit Wealth Advisors
Georgia
$267K +$76.5K +252 +38%
GAM
4752
GEM Asset Management
Michigan
$267K -$3.94K -13 -1%
B
4753
BetterWealth
California
$266K +$82.5K +272 +43%
NLWP
4754
Next Level Wealth Planning
Idaho
$265K – – –
EAM
4755
Everstar Asset Management
North Carolina
$265K – – –
HPA
4756
High Probability Advisors
New York
$265K +$47.6K +157 +21%
TCOK
4757
Trust Company of Kansas
Kansas
$264K – – –
BF
4758
Bonfire Financial
Colorado
$264K +$9.41K +31 +4%
GC
4759
GFG Capital
Florida
$263K +$25.8K +85 +11%
Q1WB
4760
Quest 10 Wealth Builders
Virginia
$263K +$30.3K +100 +13%
ACA
4761
AllStreet Capital Advisors
California
$263K – – –
AWM
4762
Act Wealth Management
Texas
$262K -$3.04K -10 -1%
SL
4763
SFM LLC
New Hampshire
$262K -$148K -487 -35%
AWM
4764
Adams Wealth Management
Utah
$262K – – –
RIM
4765
Reliant Investment Management
Tennessee
$261K -$28.5K -94 -10%
GK
4766
Graney & King
New York
$260K -$910 -3 -0.3%
FWA
4767
Fulcrum Wealth Advisors
Washington
$260K +$268K +884 New
QL
4768
Quarry LP
New York
$260K +$171K +562 +175%
MKW
4769
Mullaney, Keating & Wright
Connecticut
$259K – – –
SSA
4770
Schonfeld Strategic Advisors
New York
$259K -$846K -2,788 -76%
STFP
4771
Signal Tree Financial Partners
Ohio
$259K -$41.9K -138 -14%
CCW
4772
Coastline Complete Wealth
South Carolina
$259K +$267K +881 New
PFA
4773
Providence Financial Advisors
Kansas
$259K +$44.6K +147 +20%
GCS
4774
Gordian Capital (Singapore)
Singapore
$257K – – –
BFA
4775
Ballast Financial Advisors
Pennsylvania
$257K +$10.3K +34 +4%
189 190
191
192 193