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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
4926
Planning Directions
Pennsylvania
$208K +$910 +3 +0.4%
RFW
4927
Redwood Family Wealth
Texas
$208K -$24.6K -81 -10%
WWA
4928
Wingate Wealth Advisors
Massachusetts
$208K -$18.5K -61 -8%
GPW
4929
Gray Private Wealth
Massachusetts
$208K -$4.55K -15 -2%
SIA
4930
Spectrum Investment Advisors
Wisconsin
$207K -$101K -332 -32%
BWM
4931
BAM Wealth Management
Colorado
$207K -$17.6K -58 -8%
VWA
4932
Valued Wealth Advisors
Utah
$207K -$26.4K -87 -11%
PFA
4933
Pinnacle Family Advisors
Missouri
$206K +$19.7K +65 +10%
FFG
4934
Foundry Financial Group
New Hampshire
$206K +$6.98K +23 +3%
JCM
4935
Jag Capital Management
Missouri
$206K +$212K +700 New
FAM
4936
Forte Asset Management
New York
$206K – – –
SPWM
4937
Smith Partners Wealth Management
North Carolina
$206K – – –
LSL
4938
Legacy Solutions LLC
Pennsylvania
$206K -$38.5K -127 -15%
FCMC
4939
Founders Capital Management (Connecticut)
Connecticut
$206K -$16.7K -55 -7%
SG
4940
Somerset Group
Minnesota
$205K – – –
PFA
4941
Peak Financial Advisors
Colorado
$204K – – –
SFP
4942
Strategic Financial Partners
Oregon
$204K +$3.64K +12 +2%
AWM
4943
AAF Wealth Management
Massachusetts
$204K +$210K +693 New
CWM
4944
Cedar Wealth Management
California
$204K – – –
SRCM
4945
Signature Resources Capital Management
California
$203K +$14.3K +47 +7%
PWA
4946
Provenance Wealth Advisors
Florida
$202K +$6.07K +20 +3%
ODFS
4947
O'Donnell Financial Services
California
$202K -$1.21K -4 -0.6%
BI
4948
Breachway Investments
Rhode Island
$202K +$303 +1 +0.1%
CIM
4949
Confluence Investment Management
Missouri
$202K – – –
MFF
4950
Michels Family Financial
Texas
$201K -$2.73K -9 -1%
196 197
198
199 200