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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3051
Pin Oak Investment Advisors
Texas
$452K +$12.3K +75 +3%
FA
3052
Fortis Advisors
Pennsylvania
$451K +$4.11K +25 +0.9%
CM
3053
Columbus Macro
Pennsylvania
$449K -$39.9K -243 -8%
RWM
3054
Raffa Wealth Management
District of Columbia
$447K -$26.9K -164 -5%
CF
3055
Corrigan Financial
Rhode Island
$446K +$164 +1 +0%
MWP
3056
Meridian Wealth Partners
Pennsylvania
$446K +$99.2K +604 +27%
TFA
3057
Tranquilli Financial Advisor
New Jersey
$445K -$821 -5 -0.2%
PCMM
3058
Piedmont Capital Management (Montana)
Montana
$445K +$17.7K +108 +4%
IAP
3059
Indie Asset Partners
Indiana
$444K -$208K -1,267 -31%
MWM
3060
McNaughton Wealth Management
California
$444K +$79.8K +486 +22%
SG
3061
Strid Group
Pennsylvania
$443K – – –
PHAM
3062
Palisades Hudson Asset Management
Florida
$442K +$8.54K +52 +2%
SFG
3063
Snider Financial Group
Washington
$441K +$13K +79 +3%
MMHP
3064
Murphy Middleton Hinkle & Parker
Georgia
$440K +$6.9K +42 +2%
DI
3065
Diligent Investors
California
$440K +$22.3K +136 +5%
FC
3066
Financial Council
Maryland
$439K -$11.3K -69 -2%
CFSG
3067
Community Financial Services Group
Vermont
$437K – – –
AWM
3068
Act Wealth Management
Texas
$435K +$91.8K +559 +26%
AIM
3069
Arcadia Investment Management
Michigan
$435K +$112K +684 +33%
HA
3070
Hofer & Associates
California
$435K +$451K +2,745 New
WI
3071
Wedgewood Investors
Pennsylvania
$434K – – –
GIM
3072
Guild Investment Management
California
$433K -$7.39K -45 -2%
IVP
3073
Intrinsic Value Partners
Arizona
$433K +$449K +2,732 New
YWS
3074
Yarger Wealth Strategies
Ohio
$433K +$449K +2,737 New
JWM
3075
JFG Wealth Management
Colorado
$432K -$26.3K -160 -6%
121 122
123
124 125