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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
4926
Forte Asset Management
New York
$226K – – –
VFG
4927
V2 Financial group
Illinois
$226K – – –
SPWM
4928
Smith Partners Wealth Management
North Carolina
$226K +$217K +700 New
CCMI
4929
Creative Capital Management Investments
California
$225K +$13.3K +43 +7%
CIS
4930
Continental Investors Services
Washington
$225K +$10.5K +34 +5%
IIA
4931
Integrity Investment Advisors
Colorado
$224K +$216K +697 New
FWP
4932
Forefront Wealth Partners
Texas
$224K +$215K +696 New
AAMC
4933
Asset Allocation & Management Company
Illinois
$224K – – –
PFA
4934
Peak Financial Advisors
Colorado
$224K – – –
CWM
4935
Cedar Wealth Management
California
$223K +$198K +641 +1,257%
MFF
4936
Michels Family Financial
Texas
$223K +$214K +692 New
ODFS
4937
O'Donnell Financial Services
California
$223K -$929 -3 -0.4%
BWG
4938
Beta Wealth Group
California
$222K +$310 +1 +0.1%
MAM
4939
Marquette Asset Management
Minnesota
$222K +$17.3K +56 +9%
CIM
4940
Confluence Investment Management
Missouri
$221K – – –
PWA
4941
Primoris Wealth Advisors
Florida
$220K – – –
BI
4942
Breachway Investments
Rhode Island
$220K +$211K +682 New
SFP
4943
Strategic Financial Partners
Oregon
$220K +$4.03K +13 +2%
SWM
4944
Salvus Wealth Management
New Jersey
$219K +$211K +680 New
FFG
4945
Foundry Financial Group
New Hampshire
$218K +$210K +678 New
TGIA
4946
Torrey Growth & Income Advisors
California
$218K +$12.1K +39 +6%
KRW
4947
Kaufman Rossin Wealth
Florida
$218K +$3.41K +11 +2%
GWM
4948
Greenhouse Wealth Management
Connecticut
$217K – – –
TCFP
4949
Treasure Coast Financial Planning
Florida
$217K -$55.7K -180 -21%
AWA
4950
Argo Wealth Advisory
Virginia
$217K +$208K +672 New
196 197
198
199 200