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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
3051
Adero Partners
California
$418K +$42.2K +333 +12%
TFA
3052
Teamwork Financial Advisors
Texas
$418K -$876K -6,914 -69%
EA
3053
Emerald Advisors
Washington
$417K -$71.3K -563 -15%
PGWM
3054
Pitti Group Wealth Management
New York
$416K +$24.5K +193 +7%
SWIM
3055
Smallwood Wealth Investment Management
New Jersey
$415K -$45.4K -358 -10%
ASFA
3056
All Season Financial Advisors
Colorado
$414K -$94.1K -743 -19%
MWP
3057
Meridian Wealth Partners
Pennsylvania
$414K -$6.21K -49 -2%
WAOI
3058
Wealth Advisors of Iowa
Iowa
$414K +$253 +2 +0.1%
AIA
3059
Angeles Investment Advisors
California
$412K +$390K +3,076 New
CCMW
3060
Cypress Capital Management (Wyoming)
Wyoming
$412K – – –
FAG
3061
Financial Advisory Group
Texas
$412K -$106K -840 -21%
WIA
3062
World Investment Advisors
California
$411K +$3.04K +24 +0.8%
HCA
3063
Heck Capital Advisors
Wisconsin
$410K +$5.45K +43 +1%
LWMG
3064
Levy Wealth Management Group
Pennsylvania
$410K -$5.96K -47 -2%
IWA
3065
Inspirion Wealth Advisors
Illinois
$410K -$13.3K -105 -3%
RPG
3066
Resource Planning Group
Georgia
$409K – – –
JF
3067
Jump Financial
Illinois
$408K -$784K -6,187 -67%
KCM
3068
Kathmere Capital Management
Pennsylvania
$408K +$55.8K +440 +17%
SICM
3069
Sustainable Insight Capital Management
New York
$406K – – –
RF
3070
Resolute Financial
Massachusetts
$405K +$2.15K +17 +0.6%
PRC
3071
Pearl River Capital
Michigan
$405K +$383K +3,020 New
FWM
3072
FSA Wealth Management
Massachusetts
$404K +$2.91K +23 +0.8%
TC
3073
Trilogy Capital
California
$403K +$381K +3,004 New
OWA
3074
Opal Wealth Advisors
New York
$403K -$13.1K -103 -3%
WCM
3075
Washburn Capital Management
Florida
$402K -$4.94K -39 -1%
121 122
123
124 125