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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
4951
Marquette Asset Management
Minnesota
$222K +$17.3K +56 +9%
CIM
4952
Confluence Investment Management
Missouri
$221K – – –
PWA
4953
Primoris Wealth Advisors
Florida
$220K – – –
BI
4954
Breachway Investments
Rhode Island
$220K +$211K +682 New
SFP
4955
Strategic Financial Partners
Oregon
$220K +$4.03K +13 +2%
SWM
4956
Salvus Wealth Management
New Jersey
$219K +$211K +680 New
FFG
4957
Foundry Financial Group
New Hampshire
$218K +$210K +678 New
TGIA
4958
Torrey Growth & Income Advisors
California
$218K +$12.1K +39 +6%
KRW
4959
Kaufman Rossin Wealth
Florida
$218K +$3.41K +11 +2%
GWM
4960
Greenhouse Wealth Management
Connecticut
$217K – – –
TCFP
4961
Treasure Coast Financial Planning
Florida
$217K -$55.7K -180 -21%
AWA
4962
Argo Wealth Advisory
Virginia
$217K +$208K +672 New
TR
4963
Tepp RIA
New Jersey
$217K – – –
SG
4964
Somerset Group
Minnesota
$216K – – –
GWMI
4965
Guardian Wealth Management (Illinois)
Illinois
$216K -$310 -1 -0.1%
PWA
4966
Provenance Wealth Advisors
Florida
$215K -$395K -1,276 -66%
CT
4967
ClearAlpha Technologies
Connecticut
$215K +$207K +668 New
ACA
4968
Aspire Capital Advisors
Washington
$215K -$22.3K -72 -10%
CA
4969
Chatterton & Associates
California
$214K +$205K +663 New
PM
4970
Penbrook Management
New York
$213K – – –
AF
4971
Align Financial
Minnesota
$212K +$204K +659 New
EWM
4972
Evolution Wealth Management
Florida
$212K +$89.8K +290 +79%
CPP
4973
Capasso Planning Partners
South Carolina
$212K +$204K +659 New
PF
4974
Penney Financial
Texas
$212K – – –
EWA
4975
Exit Wealth Advisors
Georgia
$212K +$203K +657 New
197 198
199
200 201