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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
3001
Total Investment Management
Arizona
$454K -$5.45K -43 -1%
PWM
3002
Prosperity Wealth Management
California
$453K +$428K +3,381 New
WCG
3003
Weaver Consulting Group
California
$453K +$3.55K +28 +0.8%
IGGA
3004
Iron Gate Global Advisors
Utah
$451K +$11.3K +89 +3%
NWMG
3005
National Wealth Management Group
Ohio
$450K +$425K +3,353 New
BDA
3006
Borer Denton & Associates
Pennsylvania
$449K – – –
LGG
3007
Luts & Greenleigh Group
Maryland
$448K +$423K +3,339 New
TPW
3008
Tiller Private Wealth
Pennsylvania
$447K -$14.7K -116 -3%
HPM
3009
Hoxton Planning & Management
West Virginia
$447K +$423K +3,335 New
WA
3010
Wealthstream Advisors
New York
$446K +$3.04K +24 +0.7%
HAS
3011
Holland Advisory Services
Florida
$445K – – –
M1FG
3012
Mach-1 Financial Group
Arkansas
$445K -$27.2K -215 -6%
GJIA
3013
Glass Jacobson Investment Advisors
Maryland
$445K +$420K +3,315 New
VIM
3014
VELA Investment Management
Ohio
$444K – – –
VCP
3015
Vista Capital Partners
Oregon
$444K +$101K +801 +32%
PHIC
3016
Pine Haven Investment Counsel
Massachusetts
$444K +$12.7K +100 +3%
TA
3017
Tectonic Advisors
Texas
$443K +$39.2K +309 +10%
MS
3018
Madden Securities
Texas
$442K -$1.72M -13,595 -80%
DOA
3019
D'Orazio & Associates
Virginia
$441K +$36.4K +287 +10%
I
3020
InceptionR
California
$440K +$416K +3,281 New
KOC
3021
Koss-Olinger Consulting
Florida
$439K – – –
AWM
3022
Atticus Wealth Management
Florida
$439K -$12.8K -101 -3%
PI
3023
Parkside Investments
Illinois
$438K +$1.65K +13 +0.4%
CI
3024
Cavalier Investments
Georgia
$437K -$20.3K -160 -5%
RC
3025
Rovin Capital
Arizona
$437K -$3.04K -24 -0.7%
119 120
121
122 123