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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
3076
Deltec Asset Management
New York
$420K – – –
WFM
3077
Wolff Financial Management
Michigan
$419K – – –
CL
3078
COWA LLC
Oklahoma
$418K – – –
CSWM
3079
Cassady Schiller Wealth Management
Ohio
$417K – – –
BA
3080
Bridge Advisory
California
$416K +$45.1K +329 +11%
WCG
3081
Weaver Consulting Group
California
$416K -$25.5K -186 -6%
SPWG
3082
Syntegra Private Wealth Group
Missouri
$414K +$3.7K +27 +0.9%
HCA
3083
Heck Capital Advisors
Wisconsin
$413K +$15.1K +110 +4%
BSAM
3084
Blue Square Asset Management
New York
$413K +$434K +3,171 New
DCBT
3085
Dakota Community Bank & Trust
North Dakota
$412K +$72.2K +527 +20%
RC
3086
Rovin Capital
Arizona
$412K -$13.2K -96 -3%
JLBC
3087
J.L. Bainbridge & Co
Florida
$412K +$3.7K +27 +0.9%
GWM
3088
Gitterman Wealth Management
New Jersey
$410K – – –
CMI
3089
Clare Market Investments
Texas
$410K -$66.3K -484 -13%
CC
3090
Cipher Capital
New York
$409K +$430K +3,137 New
WPW
3091
Watershed Private Wealth
Illinois
$407K +$274 +2 +0.1%
CL
3092
CIM LLC
New York
$406K -$18.1K -132 -4%
PGWM
3093
Pitti Group Wealth Management
New York
$406K +$822 +6 +0.2%
SFS
3094
Solitude Financial Services
Virginia
$404K -$8.22K -60 -2%
ACA
3095
Ackerman Capital Advisors
Texas
$403K +$14.8K +108 +4%
BBA
3096
Braun-Bostich & Associates
Pennsylvania
$403K +$142K +1,034 +50%
POIA
3097
Pin Oak Investment Advisors
Texas
$403K +$46.2K +337 +12%
WWP
3098
WR Wealth Planners
Missouri
$403K +$363K +2,646 +596%
TA
3099
Trellis Advisors
Washington
$402K +$22.5K +164 +6%
LWMG
3100
Levy Wealth Management Group
Pennsylvania
$401K +$2.6K +19 +0.6%
122 123
124
125 126