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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAOI
3001
Wealth Advisors of Iowa
Iowa
$322K +$6.89K +60 +2%
ICA
3002
Infrastructure Capital Advisors
New York
$322K +$354K +3,083 New
CW
3003
Cook Wealth
North Carolina
$321K – – –
CCMW
3004
Cypress Capital Management (Wyoming)
Wyoming
$321K – – –
PDM
3005
Penn Davis McFarland
Texas
$320K – – –
I2I
3006
Insight 2811 Inc
Illinois
$320K +$69.3K +604 +25%
RPG
3007
Resource Planning Group
Georgia
$319K – – –
CAWM
3008
Capital Advisors Wealth Management
Washington
$318K -$14.7K -128 -4%
WIA
3009
World Investment Advisors
California
$318K -$7.8K -68 -2%
WCM
3010
Washburn Capital Management
Florida
$317K -$8.26K -72 -2%
SICM
3011
Sustainable Insight Capital Management
New York
$316K -$41.8K -364 -11%
CCM
3012
Crabel Capital Management
California
$316K +$347K +3,027 New
HCA
3013
Heck Capital Advisors
Wisconsin
$315K +$5.85K +51 +2%
PP
3014
Patron Partners
Texas
$315K -$12.3K -107 -3%
HWM
3015
Howard Wealth Management
Connecticut
$315K +$347K +3,022 New
RF
3016
Resolute Financial
Massachusetts
$314K -$23K -200 -6%
DOA
3017
D'Orazio & Associates
Virginia
$314K +$107K +933 +45%
PFO
3018
PMC FIG Opportunities
Israel
$314K -$803K -7,000 -70%
OKSA
3019
O'Keefe Stevens Advisory
New York
$313K -$16.6K -145 -5%
IIM
3020
InTrack Investment Management
Vermont
$313K -$12.5K -109 -4%
RIA
3021
Richwood Investment Advisors
Ohio
$313K – – –
TA
3022
Tectonic Advisors
Texas
$313K +$78.5K +684 +30%
AG
3023
Advocate Group
Minnesota
$313K +$99.3K +865 +41%
FWM
3024
FSA Wealth Management
Massachusetts
$313K +$343K +2,991 New
ACA
3025
Ackerman Capital Advisors
Texas
$312K – – –
119 120
121
122 123