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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2801
Tranquilli Financial Advisor
New Jersey
$736K +$5.09K +37 +0.7%
EWA
2802
Evolution Wealth Advisors
Florida
$734K +$96.6K +702 +16%
FCIM
2803
Fairview Capital Investment Management
California
$734K -$110K -800 -14%
MHR
2804
Matthew Hamilton Rosenberg
$731K -$117K -852 -14%
EHAM
2805
Eagle Harbor Asset Management
Washington
$730K – – –
PHIC
2806
Pine Haven Investment Counsel
Massachusetts
$729K +$234K +1,698 +51%
IIA
2807
Integral Investment Advisors
California
$728K +$2.06K +15 +0.3%
JC
2808
JBF Capital
Colorado
$727K – – –
HFS
2809
Howard Financial Services
Texas
$727K +$41K +298 +6%
AWMG
2810
Alliance Wealth Management Group
New Jersey
$726K -$34.5K -251 -5%
HA
2811
Hofer & Associates
California
$724K -$15.8K -115 -2%
LC
2812
Landaas & Company
Wisconsin
$724K +$688 +5 +0.1%
BRG
2813
Bay Rivers Group
Virginia
$722K -$77K -560 -10%
BOM
2814
Bank of Marin
California
$722K -$36.6K -266 -5%
FFM
2815
Flagstone Financial Management
Nebraska
$721K +$28.3K +206 +4%
TA
2816
Tectonic Advisors
Texas
$721K +$142K +1,030 +26%
THWM
2817
Taylor Hoffman Wealth Management
Virginia
$721K – – –
BIMC
2818
Benson Investment Management Company
Virginia
$720K – – –
CWA
2819
CJM Wealth Advisers
Virginia
$720K +$275 +2 +0%
RPCONE
2820
Retirement Planning Company of New England
Rhode Island
$717K +$4.4K +32 +0.7%
GDP
2821
Great Diamond Partners
Maine
$716K +$8.12K +59 +1%
RWM
2822
Reston Wealth Management
Virginia
$714K +$15.4K +112 +2%
GWSG
2823
GPS Wealth Strategies Group
Colorado
$711K -$56.7K -412 -8%
FPGK
2824
Financial Partners Group (Kansas)
Kansas
$711K -$78.1K -568 -11%
EFM
2825
E Fund Management
China
$710K -$80.2K -583 -11%
111 112
113
114 115