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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
2551
Accuvest Global Advisors
Utah
$310K -$433K -4,408 -58%
EPA
2552
Element Pointe Advisors
Florida
$309K -$5.21K -53 -2%
WFM
2553
Wolff Financial Management
Michigan
$309K -$2.65K -27 -0.8%
SSA
2554
South Street Advisors
New York
$309K +$15.2K +155 +5%
GFPC
2555
Global Financial Private Client
Florida
$307K -$589 -6 -0.2%
FA
2556
Forefront Analytics
Pennsylvania
$306K +$2.85K +29 +0.9%
PAA
2557
Peregrine Asset Advisers
Oregon
$304K -$98 -1 -0%
DACG
2558
Donor Advised Charitable Giving
California
$303K – – –
JC
2559
Jentner Corp
Ohio
$303K – – –
TFA
2560
Teamwork Financial Advisors
Texas
$299K -$754K -7,677 -71%
PCFFS
2561
Pacific Center for Financial Services
California
$299K +$2.75K +28 +0.9%
W
2562
WealthOne
New York
$298K -$1.87K -19 -0.6%
BAMG
2563
Brand Asset Management Group
Missouri
$298K – – –
JSC
2564
Jackson Square Capital
California
$297K -$721K -7,338 -70%
OA
2565
Oxbow Advisors
Texas
$297K -$263K -2,682 -47%
AC
2566
Avenir Corporation
Virginia
$297K – – –
CPC
2567
Consolidated Planning Corp
Georgia
$297K +$27.3K +278 +10%
WFWM
2568
Wechter Feldman Wealth Management
New Jersey
$294K – – –
WA
2569
Wealth Advisors
California
$294K +$98 +1 +0%
HWM
2570
Howard Wealth Management
Connecticut
$293K -$45.8K -466 -13%
CC
2571
Capital Counsel
New York
$293K -$17.3K -176 -5%
CRIG
2572
Charter Research & Investment Group
Connecticut
$292K -$128K -1,300 -30%
AO
2573
Advisor OS
Illinois
$292K -$30.1K -306 -9%
HA
2574
HC Advisors
Georgia
$291K -$33.3K -339 -10%
OR
2575
Olympiad Research
Connecticut
$291K +$297K +3,022 New
101 102
103
104 105