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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIMP
2926
Zimmermann Investment Management & Planning
Pennsylvania
$610K +$262K +1,908 +84%
SGWM
2927
Sterling Group Wealth Management
California
$608K -$2.75K -20 -0.5%
AWM
2928
Aprio Wealth Management
Georgia
$608K -$94.4K -686 -14%
CAWM
2929
Capital Advisors Wealth Management
Washington
$607K +$96.3K +700 +20%
MM
2930
Meridian Management
Arkansas
$607K +$38.8K +282 +7%
FCA
2931
Fortis Capital Advisors
Kansas
$607K -$44.4K -323 -7%
EWP
2932
Engrave Wealth Partners
Texas
$606K -$1.79K -13 -0.3%
WA1
2933
Wimmer Associates 1
California
$606K -$5.5K -40 -1%
LWP
2934
Lumature Wealth Partners
Georgia
$605K +$30.9K +225 +6%
SC
2935
Schoolcraft Capital
Colorado
$604K +$167K +1,213 +41%
TA
2936
TrueWealth Advisors
Alabama
$601K -$6.05K -44 -1%
KWS
2937
Keystone Wealth Services
California
$601K +$9.21K +67 +2%
WIA
2938
World Investment Advisors
California
$598K +$157K +1,139 +38%
SSG
2939
Summit Securities Group
New York
$597K -$58.3K -424 -9%
MWM
2940
Maltin Wealth Management
New Jersey
$597K -$101K -737 -15%
FFWM
2941
Future Financial Wealth Management
Ohio
$596K -$138K -1,000 -20%
OAM
2942
Oberweis Asset Management
Illinois
$596K +$413 +3 +0.1%
FRA
2943
Frank Rimerman Advisors
California
$593K – – –
CCA
2944
Cottonwood Capital Advisors
Utah
$592K -$17.1K -124 -3%
FA
2945
Financial Advisors
Massachusetts
$590K – – –
VP
2946
Verum Partners
North Carolina
$588K +$556K +4,040 New
DOA
2947
D'Orazio & Associates
Virginia
$587K +$75.6K +550 +16%
IAG
2948
Investmark Advisory Group
Connecticut
$585K -$13.9K -101 -2%
CFG
2949
Carr Financial Group
Massachusetts
$584K -$44.8K -326 -8%
CWM
2950
Cranbrook Wealth Management
Michigan
$584K – – –
116 117
118
119 120