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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
4776
Chatterton & Associates
California
$279K +$14.6K +47 +6%
OFS
4777
Opus Financial Solutions
Illinois
$279K – – –
SHFC
4778
Safe Harbor Family Capital
North Carolina
$279K – – –
BWG
4779
Beta Wealth Group
California
$279K +$932 +3 +0.4%
MTC
4780
McDaniel Terry & Co
Texas
$279K +$311 +1 +0.1%
CB
4781
Chris Bulman
California
$278K +$264K +849 New
BC
4782
Brio Consultants
California
$278K +$48.8K +157 +23%
FA
4783
Fortis Advisors
Pennsylvania
$278K – – –
TWM
4784
TSA Wealth Management
Texas
$278K +$9.94K +32 +4%
DF
4785
DecisionPoint Financial
Arizona
$277K +$7.14K +23 +3%
AWA
4786
Adapt Wealth Advisors
Georgia
$277K -$119K -383 -31%
AFG
4787
Altiora Financial Group
Ohio
$277K +$3.73K +12 +1%
ACM
4788
Avalon Capital Management
California
$277K – – –
AWM
4789
Act Wealth Management
Texas
$276K -$15.5K -50 -6%
PFA
4790
Petra Financial Advisors
Colorado
$276K +$261K +842 New
LA
4791
Layline Advisors
New York
$276K +$261K +842 New
SWM
4792
Schwallier Wealth Management
Michigan
$275K -$1.86K -6 -0.7%
AI
4793
Auour Investments
Massachusetts
$275K -$1.24K -4 -0.5%
JWM
4794
Jacksonville Wealth Management
Florida
$275K – – –
FFG
4795
Foundry Financial Group
New Hampshire
$275K +$43.2K +139 +20%
CAP
4796
Cordoba Advisory Partners
New York
$275K +$261K +839 New
KRW
4797
Kaufman Rossin Wealth
Florida
$274K +$23K +74 +10%
MWA
4798
Madson Wealth Advisors
California
$274K +$260K +837 New
OMC
4799
Old Mission Capital
Illinois
$274K +$260K +837 New
PCWA
4800
Pacific Capital Wealth Advisors
California
$274K -$7.45K -24 -3%
190 191
192
193 194