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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2851
Private Wealth Strategies
Ohio
$551K +$590 +4 +0.1%
UWPG
2852
Ullmann Wealth Partners Group
Florida
$551K +$6.64K +45 +1%
GWM
2853
Gitterman Wealth Management
New Jersey
$551K +$79.9K +541 +15%
MWM
2854
Merriman Wealth Management
Washington
$550K -$99.3K -673 -14%
ACWM
2855
Adams Chetwood Wealth Management
North Carolina
$550K +$23.8K +161 +4%
NG
2856
Northstar Group
New York
$549K -$5.02K -34 -0.8%
RPCONE
2857
Retirement Planning Company of New England
Rhode Island
$549K +$23.6K +160 +4%
SFG
2858
SNS Financial Group
Minnesota
$548K -$229K -1,550 -28%
CWMGP
2859
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$546K +$97.1K +658 +20%
EA
2860
Echo45 Advisors
California
$545K -$136K -924 -19%
YWS
2861
Yarger Wealth Strategies
Ohio
$545K +$186K +1,258 +46%
AIL
2862
AGF Investments LLC
Ontario, Canada
$545K +$306K +2,076 +108%
SAM
2863
S.A. Mason
Michigan
$543K – – –
LDFR
2864
Lehman & Derafelo Financial Resources
Pennsylvania
$543K +$208K +1,411 +55%
LCM
2865
Laurion Capital Management
New York
$542K -$16.4M -111,366 -97%
TSS
2866
Two Sigma Securities
New York
$542K -$3.4M -23,014 -85%
HI
2867
Harrington Investments
California
$542K +$4.87K +33 +0.8%
RCM
2868
Requisite Capital Management
Texas
$540K – – –
RA
2869
Riversedge Advisors
Delaware
$538K +$9.6K +65 +2%
TA
2870
TrueWealth Advisors
Alabama
$537K – – –
SPWG
2871
Sage Private Wealth Group
Illinois
$537K +$40.6K +275 +8%
MCA
2872
Morris Capital Advisors
Pennsylvania
$536K -$5.17K -35 -0.9%
TSS
2873
Thomas Story & Son
Indiana
$535K – – –
NWA
2874
Navis Wealth Advisors
New York
$535K +$120K +815 +26%
KFA
2875
Krane Funds Advisors
New York
$534K -$438K -2,969 -43%
113 114
115
116 117