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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2826
Cornerstone Planning Group
New Jersey
$2.28M +$80.7K +266 +4%
RHIG
2827
R.H. Investment Group
Arizona
$2.28M – – –
PA
2828
Promethium Advisors
Maryland
$2.27M +$111K +365 +5%
GTAM
2829
Global Trust Asset Management
Florida
$2.27M -$63.1K -208 -3%
TCOTS
2830
Trust Company of the South
North Carolina
$2.27M +$39.8K +131 +2%
QFW
2831
QTR Family Wealth
Florida
$2.26M -$51.9K -171 -2%
KCM
2832
KRS Capital Management
Michigan
$2.26M +$9.41K +31 +0.4%
WAM
2833
Weiss Asset Management
Massachusetts
$2.26M +$2.33M +7,670 New
CWM
2834
Castle Wealth Management
Florida
$2.25M -$11.2K -37 -0.5%
DWM
2835
Defined Wealth Management
Oregon
$2.25M -$6.68K -22 -0.3%
EAM
2836
Eukles Asset Management
Ohio
$2.24M -$457K -1,507 -16%
WDG
2837
Wealth Dimensions Group
Ohio
$2.24M +$39.1K +129 +2%
HP
2838
Holistic Planning
Texas
$2.24M -$37K -122 -2%
SC
2839
Saiph Capital
New Jersey
$2.24M -$12.1K -40 -0.5%
FFA
2840
Fi3 Financial Advisors
Indiana
$2.24M +$304K +1,001 +15%
RPWA
2841
Regent Peak Wealth Advisors
Georgia
$2.23M +$70.4K +232 +3%
SI
2842
Seeds Investor
New York
$2.23M +$220K +724 +11%
OPTFSNA
2843
Old Point Trust & Financial Services N A
Virginia
$2.23M +$310K +1,023 +16%
KC
2844
Karras Company
Utah
$2.22M +$49.5K +163 +2%
TC
2845
Trilogy Capital
California
$2.22M +$130K +427 +6%
VCP
2846
Vista Capital Partners
Oregon
$2.22M +$359K +1,183 +19%
TWPM
2847
Total Wealth Planning & Management
Florida
$2.22M +$41.3K +136 +2%
BIA
2848
BHK Investment Advisors
Alabama
$2.22M +$17.9K +59 +0.8%
FWM
2849
Forteris Wealth Management
New York
$2.21M -$63.4K -209 -3%
WFA
2850
WJ Financial Advisors
Connecticut
$2.21M +$504K +1,660 +28%
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