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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2976
Gemmer Asset Management
California
$338K +$34.1K +297 +10%
MPCL
2977
My Personal CFO LLC
Washington
$337K -$269K -2,342 -89%
WFM
2978
Wolff Financial Management
Michigan
$337K – – –
CAGAS
2979
Capital Advisory Group Advisory Services
Minnesota
$337K +$4.02K +35 +1%
DAM
2980
Deltec Asset Management
New York
$337K +$115K +1,000 +45%
PHIC
2981
Pine Haven Investment Counsel
Massachusetts
$336K – – –
HA
2982
HC Advisors
Georgia
$336K +$1.61K +14 +0.4%
CL
2983
COWA LLC
Oklahoma
$335K -$7.69K -67 -2%
AMCA
2984
Arthur M. Cohen & Associates
Illinois
$335K +$88.3K +769 +32%
SIC
2985
SJS Investment Consulting
Ohio
$335K +$368K +3,208 New
TCMP
2986
Thrive Capital Management (Pennsylvania)
Pennsylvania
$335K +$368K +3,209 New
WCWM
2987
Willow Creek Wealth Management
California
$333K +$72K +627 +25%
GWM
2988
Gitterman Wealth Management
New Jersey
$332K +$15.8K +138 +5%
IWA
2989
Inspirion Wealth Advisors
Illinois
$330K +$21.2K +185 +6%
MAM
2990
Morse Asset Management
Connecticut
$329K -$45.2K -394 -11%
MWP
2991
Meridian Wealth Partners
Pennsylvania
$328K +$10.3K +90 +3%
EW
2992
Enzi Wealth
Texas
$328K +$279K +2,427 New
EWP
2993
Engrave Wealth Partners
Texas
$326K -$19.6K -171 -5%
LFG
2994
Lockerman Financial Group
California
$326K +$66.7K +581 +23%
JLBC
2995
J.L. Bainbridge & Co
Florida
$325K +$3.56K +31 +1%
SAS
2996
Sanford Advisory Services
Michigan
$324K -$71.7K -625 -17%
RP
2997
Riverwater Partners
Wisconsin
$324K +$689 +6 +0.2%
LWMG
2998
Levy Wealth Management Group
Pennsylvania
$324K +$24.9K +217 +8%
OWA
2999
Opal Wealth Advisors
New York
$324K +$39.6K +345 +13%
MFGM
3000
Marshall Financial Group (Maryland)
Maryland
$323K -$14.3K -125 -4%
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