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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
3076
Independent Solutions Wealth Management
New York
$1.86M -$1.38M -4,443 -44%
FPW
3077
Fairvoy Private Wealth
Alabama
$1.86M +$155K +500 +10%
RCM
3078
RMR Capital Management
California
$1.86M – – –
AL
3079
ARWA LLC
Texas
$1.86M -$123K -396 -7%
CICI
3080
Capital Investment Counsel Inc
North Carolina
$1.86M -$2.48K -8 -0.1%
CWA
3081
Crusonia Wealth Advisors
Colorado
$1.86M +$189K +609 +12%
NFG
3082
Nadler Financial Group
Illinois
$1.85M -$21.1K -68 -1%
E
3083
Evansbrook
Illinois
$1.85M -$2.17K -7 -0.1%
BWA
3084
Brave Warrior Advisors
New York
$1.85M – – –
PG
3085
Proffitt & Goodson
Tennessee
$1.85M -$70.8K -228 -4%
SC
3086
Sepio Capital
Utah
$1.85M -$1.68M -5,403 -49%
OPOWM
3087
One Plus One Wealth Management
Florida
$1.84M -$24.5K -79 -1%
WMWM
3088
Wilkins Miller Wealth Management
Alabama
$1.84M +$51.9K +167 +3%
NCTC
3089
New Covenant Trust Company
Indiana
$1.84M +$26.4K +85 +2%
OHWP
3090
Oak Harbor Wealth Partners
North Carolina
$1.83M -$2.87M -9,240 -62%
TFIPS
3091
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.83M +$118K +380 +7%
CWG
3092
Crown Wealth Group
North Carolina
$1.83M +$23.6K +76 +1%
YIM
3093
Yoffe Investment Management
Pennsylvania
$1.82M +$1.55K +5 +0.1%
ECM
3094
Elgethun Capital Management
South Dakota
$1.82M +$68.3K +220 +4%
SMWM
3095
Silvia McColl Wealth Management
California
$1.81M -$10.6K -34 -0.6%
LFS
3096
Legacy Financial Strategies
Kansas
$1.81M -$46.6K -150 -3%
PWM
3097
Parkway Wealth Management
Texas
$1.81M -$29.5K -95 -2%
PGA
3098
Portland Global Advisors
Maine
$1.81M +$34.5K +111 +2%
KWM
3099
KFG Wealth Management
Indiana
$1.81M +$597K +1,923 +53%
FB
3100
First Bancorp
Maine
$1.8M +$104K +336 +6%
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