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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2751
PBMares Wealth Management
Virginia
$816K -$4.95K -33 -0.6%
CA
2752
Crumly & Associates
Illinois
$816K +$31.6K +211 +4%
CGFA
2753
Colton Groome Financial Advisors
North Carolina
$816K -$188K -1,257 -18%
WRPWM
2754
Werba Rubin Papier Wealth Management
California
$815K +$899 +6 +0.1%
VP
2755
Verum Partners
North Carolina
$815K +$236K +1,577 +39%
CWC
2756
Carolinas Wealth Consulting
North Carolina
$814K -$292K -1,951 -25%
FCM
2757
Firestone Capital Management
Florida
$813K – – –
MFWP
2758
Mosaic Family Wealth Partners
Missouri
$811K +$3.15K +21 +0.4%
CPA
2759
Cardiff Park Advisors
California
$810K -$85.7K -572 -9%
MFG
2760
Menard Financial Group
Texas
$809K +$46.6K +311 +6%
MWP
2761
Moller Wealth Partners
$809K – – –
OWA
2762
One Wealth Advisors
California
$809K -$13K -87 -2%
HFA
2763
High Falls Advisors
New York
$806K +$15.4K +103 +2%
RIG
2764
Ramiah Investment Group
Wisconsin
$806K -$227K -1,515 -21%
TFA
2765
Tranquilli Financial Advisor
New Jersey
$805K +$73.3K +489 +10%
AFO
2766
Allie Family Office
Florida
$804K – – –
FB
2767
First Bancorp
Maine
$803K -$15.6K -104 -2%
WIM
2768
Westside Investment Management
California
$802K +$45K +300 +6%
ES
2769
Eagle Strategies
New York
$801K +$3.75K +25 +0.5%
BDF
2770
Black Diamond Financial
Maryland
$800K +$32.5K +217 +4%
GSAM
2771
Grant Street Asset Management
Pennsylvania
$800K -$26.4K -176 -3%
EFH
2772
Eaton Financial Holdings
Florida
$798K +$39.3K +262 +5%
BAM
2773
Bellevue Asset Management
Washington
$798K -$1.05K -7 -0.1%
CCM
2774
Crew Capital Management
Ohio
$798K -$9.89K -66 -1%
DA
2775
Drake & Associates
Wisconsin
$798K +$43.5K +290 +6%
109 110
111
112 113