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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
3101
Deltec Asset Management
New York
$468K – – –
AWS
3102
Arkfeld Wealth Strategies
Nebraska
$467K +$24.7K +165 +5%
MWM
3103
Merriman Wealth Management
Washington
$467K -$19K -127 -4%
TF
3104
Trek Financial
Arizona
$466K -$32.1K -214 -6%
WFM
3105
Wolff Financial Management
Michigan
$465K -$1.05K -7 -0.2%
JLBC
3106
J.L. Bainbridge & Co
Florida
$464K +$5.4K +36 +1%
PCH
3107
PGIM Custom Harvest
New Jersey
$463K +$55K +367 +13%
NIC
3108
Northwest Investment Counselors
Oregon
$462K +$16.8K +112 +4%
TIA
3109
Tandem Investment Advisors
South Carolina
$462K -$69K -460 -13%
SPWG
3110
Syntegra Private Wealth Group
Missouri
$461K – – –
BW
3111
Basepoint Wealth
Iowa
$460K +$31K +207 +7%
LFS
3112
Legacy Financial Strategies
Kansas
$458K – – –
RCG
3113
Rock Creek Group
District of Columbia
$457K -$221K -1,476 -32%
CAM
3114
Concorde Asset Management
Michigan
$455K -$166K -1,106 -26%
WCG
3115
Weaver Consulting Group
California
$454K -$17.5K -117 -4%
POIA
3116
Pin Oak Investment Advisors
Texas
$454K +$9.44K +63 +2%
CW
3117
Cook Wealth
North Carolina
$454K +$60K +400 +14%
TA
3118
Trellis Advisors
Washington
$453K +$1.2K +8 +0.3%
TCOO
3119
Trust Company of Oklahoma
Oklahoma
$453K -$316K -2,110 -40%
LA
3120
Lane & Associates
New Jersey
$452K +$11.1K +74 +2%
GC
3121
Guidance Capital
Kentucky
$451K +$8.39K +56 +2%
LWMG
3122
Levy Wealth Management Group
Pennsylvania
$451K +$2.55K +17 +0.5%
GWM
3123
Gitterman Wealth Management
New Jersey
$451K -$5.85K -39 -1%
EA
3124
Emerald Advisors
Washington
$451K +$750 +5 +0.2%
PWM
3125
Prosperity Wealth Management
California
$448K +$1.95K +13 +0.4%
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125
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