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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
YDMI
2601
Y.D. More Investments
Israel
$2.58M -$332K -1,300 -13%
TWP
2602
Total Wealth Planning
Ohio
$2.58M +$2.27M +8,899 New
CCA
2603
Childress Capital Advisors
Texas
$2.58M +$122K +479 +6%
SSWM
2604
Strait & Sound Wealth Management
California
$2.58M -$143K -562 -6%
WIA
2605
Westbourne Investment Advisors
Maryland
$2.58M +$102K +400 +5%
WP
2606
Westmount Partners
California
$2.58M -$2.04K -8 -0.1%
WLPWM
2607
Walled Lake Planning & Wealth Management
Illinois
$2.57M -$524K -2,054 -19%
CA
2608
Corrado Advisors
New Jersey
$2.57M -$86K -337 -4%
PA
2609
Prossimo Advisors
California
$2.56M +$2.55K +10 +0.1%
SSA
2610
South Street Advisors
New York
$2.55M +$6.38K +25 +0.3%
UCB
2611
United Community Bank
South Carolina
$2.55M -$196K -767 -8%
HFAS
2612
Hummer Financial Advisory Services
Illinois
$2.55M – – –
TRIA
2613
Trail Ridge Investment Advisors
Colorado
$2.55M -$70.4K -276 -3%
MIC
2614
Meridian Investment Counsel
California
$2.55M – – –
FRA
2615
Front Row Advisors
California
$2.55M +$38.3K +150 +2%
OC
2616
Oarsman Capital
Wisconsin
$2.54M -$45.2K -177 -2%
WMA
2617
Wealth Management Associates
New Jersey
$2.53M +$146K +572 +7%
OPOWM
2618
One Plus One Wealth Management
Florida
$2.53M -$66.3K -260 -3%
SC
2619
Stephens Consulting
Michigan
$2.52M +$231K +906 +12%
BFG
2620
Bouchey Financial Group
New York
$2.52M +$44.4K +174 +2%
MPCG
2621
Matrix Private Capital Group
New York
$2.52M -$276K -1,082 -11%
RB
2622
Rodgers Brothers
Pennsylvania
$2.52M – – –
BWA
2623
Bordeaux Wealth Advisors
California
$2.51M -$37K -145 -2%
IJWM
2624
Inman Jager Wealth Management
Mississippi
$2.51M +$24.2K +95 +1%
DWM
2625
Defined Wealth Management
Oregon
$2.51M -$4.34K -17 -0.2%
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