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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
4826
Timber Creek Capital Management
Massachusetts
$243K – – –
MWM
4827
Madrid Wealth Management
New Mexico
$242K – – –
WCA
4828
Waratah Capital Advisors
Ontario, Canada
$242K -$75.3K -248 -23%
CFSG
4829
Clark Financial Services Group
Missouri
$242K +$18.8K +62 +8%
LWMI
4830
Legacy Wealth Management (Idaho)
Idaho
$242K +$29.1K +96 +13%
TSW
4831
Three Seasons Wealth
Utah
$242K +$28.2K +93 +13%
CCP
4832
Caden Capital Partners
California
$242K +$151K +498 +154%
BWA
4833
Boulder Wealth Advisors
Colorado
$241K +$14K +46 +6%
BWMG
4834
Barnes Wealth Management Group
California
$241K +$6.07K +20 +3%
FW
4835
Fairway Wealth
Ohio
$241K -$13.4K -44 -5%
EWM
4836
Evolution Wealth Management
Florida
$241K +$48.6K +160 +24%
DFG
4837
DiPaolo Financial Group
Florida
$240K +$248K +817 New
TWM
4838
TSA Wealth Management
Texas
$240K -$12.7K -42 -5%
MFA
4839
Millington Financial Advisors
Illinois
$240K -$5.77K -19 -2%
BWA
4840
BlueChip Wealth Advisors
Georgia
$240K -$10.3K -34 -4%
BFG
4841
Baron Financial Group
New Jersey
$240K – – –
SWM
4842
Stonebridge Wealth Management
Illinois
$240K -$9.71K -32 -4%
MWM
4843
Mittelman Wealth Management
Massachusetts
$239K +$246K +812 New
HC
4844
Headland Capital
South Carolina
$239K -$1.52K -5 -0.6%
PP
4845
Pearl Planning
Michigan
$238K – – –
DF
4846
DecisionPoint Financial
Arizona
$238K – – –
NWM
4847
Navigate Wealth Management
Alabama
$237K +$230K +757 New
EPAM
4848
Evelyn Partners Asset Management
$237K – – –
CAM
4849
Cobblestone Asset Management
Virginia
$237K – – –
PPW
4850
PACK Private Wealth
Minnesota
$236K – – –
192 193
194
195 196