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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
4826
Note Advisors
New York
$263K -$7.76K -25 -3%
PPW
4827
PACK Private Wealth
Minnesota
$263K – – –
VFG
4828
V2 Financial group
Illinois
$263K +$3.1K +10 +1%
ST
4829
Sageworth Trust
Pennsylvania
$263K -$2M -6,445 -89%
RA
4830
RiverTree Advisors
Florida
$262K – – –
PS
4831
Planning Strategies
Pennsylvania
$262K +$248K +800 New
PFC
4832
Phocas Financial Corp
California
$261K -$16.5K -53 -6%
SF
4833
Schaeffer Financial
Maryland
$261K – – –
FHWM
4834
Fox Hill Wealth Management
Massachusetts
$261K +$311 +1 +0.1%
DFG
4835
DiPaolo Financial Group
Florida
$260K -$6.83K -22 -3%
AWM
4836
Austin Wealth Management
Texas
$260K -$932 -3 -0.4%
LFA
4837
Legend Financial Advisors
Pennsylvania
$260K -$21.4K -69 -8%
FA
4838
Financial Avengers
California
$259K +$932 +3 +0.4%
SPAS
4839
Spectrum Planning & Advisory Services
California
$258K -$125K -401 -34%
JBA
4840
Johnson Bixby & Associates
Washington
$258K +$11.2K +36 +5%
SWA
4841
Sightline Wealth Advisors
Connecticut
$258K +$4.04K +13 +2%
MW
4842
Marrick Wealth
California
$258K -$932 -3 -0.4%
VWA
4843
Valued Wealth Advisors
Utah
$258K +$25.8K +83 +12%
CWA
4844
Cornerstone Wealth Advisors
Minnesota
$257K +$23.3K +75 +11%
HA
4845
HFG Advisors
Ohio
$256K -$78.9K -254 -24%
PWM
4846
Peak Wealth Management
New Hampshire
$255K +$311 +1 +0.1%
RWP
4847
Ridgeline Wealth Planning
Ohio
$255K +$13K +42 +6%
CWR
4848
Chico Wealth RIA
California
$255K +$4.04K +13 +2%
DFP
4849
Donalies Financial Planning
District of Columbia
$254K – – –
PPA
4850
Painted Porch Advisors
California
$253K +$240K +774 New
192 193
194
195 196