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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
4876
Financial Avengers
California
$259K +$932 +3 +0.4%
SPAS
4877
Spectrum Planning & Advisory Services
California
$258K -$125K -401 -34%
JBA
4878
Johnson Bixby & Associates
Washington
$258K +$11.2K +36 +5%
SWA
4879
Sightline Wealth Advisors
Connecticut
$258K +$4.04K +13 +2%
MW
4880
Marrick Wealth
California
$258K -$932 -3 -0.4%
VWA
4881
Valued Wealth Advisors
Utah
$258K +$25.8K +83 +12%
CWA
4882
Cornerstone Wealth Advisors
Minnesota
$257K +$23.3K +75 +11%
HA
4883
HFG Advisors
Ohio
$256K -$78.9K -254 -24%
PWM
4884
Peak Wealth Management
New Hampshire
$255K +$311 +1 +0.1%
RWP
4885
Ridgeline Wealth Planning
Ohio
$255K +$13K +42 +6%
CWR
4886
Chico Wealth RIA
California
$255K +$4.04K +13 +2%
DFP
4887
Donalies Financial Planning
District of Columbia
$254K – – –
PPA
4888
Painted Porch Advisors
California
$253K +$240K +774 New
FAC
4889
Financial Advisory Corporation
Michigan
$253K +$2.17K +7 +0.9%
EMB
4890
Elefante Mark B
$253K – – –
BWM
4891
BAM Wealth Management
Colorado
$252K +$20.5K +66 +9%
LPP
4892
Life Planning Partners
Florida
$252K -$122K -393 -34%
T
4893
Tidemark
California
$251K -$2.48K -8 -1%
DJYG
4894
David J. Yvars Group
Florida
$251K – – –
MA
4895
Macro Advisors
Pennsylvania
$251K -$31.4K -101 -12%
OFP
4896
OFC Financial Planning
New Jersey
$250K +$621 +2 +0.3%
NPAN
4897
Northeast Planning Associates NH
New Hampshire
$250K – – –
TCM
4898
Tran Capital Management
California
$250K +$932 +3 +0.4%
BBP
4899
Banco BTG Pactual
Brazil
$249K +$237K +762 New
PIA
4900
Petredis Investment Advisors
Pennsylvania
$249K +$3.73K +12 +2%
194 195
196
197 198