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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
3001
Humankind Investments
New York
$1.03M +$12.8K +61 +1%
MAG
3002
MRA Advisory Group
New Jersey
$1.03M +$19.2K +91 +2%
PCI
3003
Planning Center Inc
Illinois
$1.03M +$44.2K +210 +5%
DAM
3004
Diamant Asset Management
Connecticut
$1.02M -$2.11K -10 -0.2%
SFWC
3005
Strategic Family Wealth Counselors
New Jersey
$1.02M +$261K +1,241 +34%
WAM
3006
Weinberger Asset Management
California
$1.02M +$9.69K +46 +1%
EWA
3007
Evolution Wealth Advisors
Florida
$1.02M -$112K -530 -10%
SNBOSCI
3008
Security National Bank of Sioux City Iowa
Iowa
$1.02M +$539K +2,560 +113%
CWA
3009
CM Wealth Advisors
Ohio
$1.01M +$471K +2,237 +87%
LAM
3010
LifePro Asset Management
California
$1.01M -$313K -1,488 -24%
JCM
3011
Jacobsen Capital Management
Utah
$1.01M +$42.3K +201 +4%
RWI
3012
Red Wave Investments
Pennsylvania
$1.01M +$1.9K +9 +0.2%
EA
3013
Enclave Advisors
Texas
$1.01M +$1M +4,767 New
FCM
3014
FJ Capital Management
Virginia
$1.01M +$1M +4,767 New
WRPWM
3015
Werba Rubin Papier Wealth Management
California
$1M +$79.2K +376 +9%
RCM
3016
Requisite Capital Management
Texas
$999K +$61.9K +294 +7%
LSIA
3017
LaSalle St. Investment Advisors
Illinois
$998K +$500K +2,374 +101%
CCA
3018
Clearwater Capital Advisors
Illinois
$997K +$485K +2,301 +95%
AHL
3019
Abel Hall LLC
Louisiana
$993K -$9.9K -47 -1%
IA
3020
Insight Advisors
Pennsylvania
$991K -$4.21K -20 -0.4%
FP
3021
Fiduciary Planning
Florida
$990K +$12K +57 +1%
MWM
3022
MinichMacGregor Wealth Management
New York
$989K – – –
MCC
3023
Maiden Cove Capital
Maine
$988K +$443K +2,105 +82%
LGG
3024
Luts & Greenleigh Group
Maryland
$988K +$30.1K +143 +3%
KBFS
3025
Kohmann Bosshard Financial Services
Ohio
$986K +$47.6K +226 +5%
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