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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
4826
Avalon Capital Management
California
$277K – – –
AWM
4827
Act Wealth Management
Texas
$276K -$15.5K -50 -6%
PFA
4828
Petra Financial Advisors
Colorado
$276K +$261K +842 New
LA
4829
Layline Advisors
New York
$276K +$2.48K +8 +1%
SWM
4830
Schwallier Wealth Management
Michigan
$275K -$1.86K -6 -0.7%
AI
4831
Auour Investments
Massachusetts
$275K -$1.24K -4 -0.5%
JWM
4832
Jacksonville Wealth Management
Florida
$275K – – –
FFG
4833
Foundry Financial Group
New Hampshire
$275K +$43.2K +139 +20%
CAP
4834
Cordoba Advisory Partners
New York
$275K +$261K +839 New
KRW
4835
Kaufman Rossin Wealth
Florida
$274K +$23K +74 +10%
MWA
4836
Madson Wealth Advisors
California
$274K +$260K +837 New
OMC
4837
Old Mission Capital
Illinois
$274K +$260K +837 New
PCWA
4838
Pacific Capital Wealth Advisors
California
$274K -$7.45K -24 -3%
GVCM
4839
Global View Capital Management
Wisconsin
$274K -$311 -1 -0.1%
FNWM
4840
Financial Network Wealth Management
Utah
$273K – – –
SWA
4841
ShankerValleau Wealth Advisors
Illinois
$272K – – –
ACM
4842
Alamar Capital Management
California
$272K – – –
AP
4843
Aspect Partners
Virginia
$271K – – –
PC
4844
Purewater Capital
Texas
$271K -$54.3K -175 -17%
PWM
4845
PMG Wealth Management
Illinois
$270K – – –
TCCM
4846
Timber Creek Capital Management
Massachusetts
$270K – – –
HPA
4847
High Probability Advisors
New York
$270K -$23.6K -76 -8%
MWM
4848
Madrid Wealth Management
New Mexico
$270K – – –
IWM
4849
Inlight Wealth Management
Georgia
$270K +$256K +824 New
FAOAI
4850
Fund Advisors of America Inc
Florida
$269K -$102K -329 -29%
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