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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
2851
Urban Wealth Management
California
$301K +$265K +2,370 New
MAM
2852
Marotta Asset Management
Virginia
$299K -$27.9K -250 -10%
SWRP
2853
Summit Wealth & Retirement Planning
California
$299K -$23.5K -210 -8%
MWM
2854
MinichMacGregor Wealth Management
New York
$299K +$335 +3 +0.1%
PCMK
2855
Paragon Capital Management (Kansas)
Kansas
$297K – – –
WAOI
2856
Wealth Advisors of Iowa
Iowa
$295K +$259K +2,319 New
CHA
2857
Cooper/Haims Advisors
New York
$294K +$259K +2,314 New
CFG
2858
Compton Financial Group
Maryland
$293K +$235K +2,098 New
HCL
2859
Heard Capital LLC
Illinois
$292K -$265K -2,370 -51%
WAM
2860
Wolverine Asset Management
Illinois
$291K +$68.4K +612 +36%
WWM
2861
WT Wealth Management
Arizona
$289K -$51.4K -460 -17%
JC
2862
Jacobs & Co
California
$289K -$1.68K -15 -0.7%
OPWM
2863
Oxinas Partners Wealth Management
Indiana
$288K +$253K +2,263 New
RIM
2864
Rockbridge Investment Management
New York
$287K -$187K -1,676 -43%
KFP
2865
Keystone Financial Planning
Ohio
$286K -$1.03M -9,211 -80%
RHJA
2866
Rice Hall James & Associates
California
$286K – – –
CFSG
2867
Community Financial Services Group
Vermont
$285K -$19.7K -176 -7%
BJ
2868
Brouwer & Janachowski
California
$285K – – –
IPW
2869
IronBridge Private Wealth
Texas
$285K +$251K +2,246 New
F
2870
F3Logic
Minnesota
$284K +$248K +2,217 New
BDFN
2871
Bond & Devick Financial Network
Minnesota
$284K +$250K +2,235 New
DAM
2872
Deltec Asset Management
New York
$283K -$224K -2,000 -47%
ICM
2873
Islay Capital Management
Texas
$283K – – –
PFA
2874
Pinnacle Family Advisors
Missouri
$283K +$249K +2,227 New
CCA
2875
Clearwater Capital Advisors
Illinois
$282K -$55.4K -496 -18%
113 114
115
116 117