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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2801
Regent Peak Wealth Advisors
Georgia
$2.56M +$76.1K +245 +3%
MA
2802
MBA Advisors
Pennsylvania
$2.56M -$16.8K -54 -0.7%
TWPM
2803
Total Wealth Planning & Management
Florida
$2.56M +$88.2K +284 +4%
NWM
2804
Northwest Wealth Management
Iowa
$2.56M +$14K +45 +0.6%
SR
2805
Syntax Research
Florida
$2.56M +$16.8K +54 +0.7%
CPG
2806
Cornerstone Planning Group
New Jersey
$2.55M -$6.52K -21 -0.3%
CA
2807
COFG Advisors
Illinois
$2.55M +$779K +2,510 +47%
LPAM
2808
Lodestar Private Asset Management
California
$2.55M +$576K +1,854 +31%
SFG
2809
Sather Financial Group
Texas
$2.55M +$150K +482 +7%
MAM
2810
Mirabaud Asset Management
United Kingdom
$2.55M -$6.76M -21,759 -74%
SPWG
2811
Syntegra Private Wealth Group
Missouri
$2.54M +$92.2K +297 +4%
HP
2812
Holistic Planning
Texas
$2.54M +$49.4K +159 +2%
EAM
2813
Eukles Asset Management
Ohio
$2.54M +$44.1K +142 +2%
DG
2814
Dala Group
Illinois
$2.54M -$148K -478 -6%
PWM
2815
Palacios Wealth Management
Florida
$2.54M -$4.66K -15 -0.2%
WAL
2816
W Advisors LLC
Tennessee
$2.54M -$8.07K -26 -0.3%
EFM
2817
Eley Financial Management
Vermont
$2.53M -$73.9K -238 -3%
KCM
2818
KRS Capital Management
Michigan
$2.52M +$12.1K +39 +0.5%
HFS
2819
Howard Financial Services
Texas
$2.52M +$171K +551 +8%
PCG
2820
PFC Capital Group
California
$2.52M -$43.8K -141 -2%
BLC
2821
Blue Line Capital
Illinois
$2.52M +$758K +2,441 +46%
DWM
2822
Defined Wealth Management
Oregon
$2.52M +$22K +71 +0.9%
CWM
2823
Castle Wealth Management
Florida
$2.52M +$16.1K +52 +0.7%
TCOTS
2824
Trust Company of the South
North Carolina
$2.52M -$1.55K -5 -0.1%
MAC
2825
Mason & Associates (California)
California
$2.52M -$22K -71 -0.9%
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