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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
3101
GPS Wealth Strategies Group
Colorado
$836K +$11.5K +64 +2%
CGH
3102
CMG Global Holdings
Texas
$833K – – –
WA1
3103
Wimmer Associates 1
California
$832K -$1.8K -10 -0.2%
MWP
3104
Meridian Wealth Partners
Pennsylvania
$830K +$49.8K +276 +7%
FFA
3105
Florida Financial Advisors
Florida
$828K +$52.1K +289 +8%
OTPPB
3106
Ontario Teachers' Pension Plan Board
Ontario, Canada
$827K +$745K +4,129 New
CWM
3107
Cranbrook Wealth Management
Michigan
$823K – – –
TSWM
3108
Tyler-Stone Wealth Management
Ohio
$823K -$36.3K -201 -5%
CSWG
3109
Cardinal Strategic Wealth Guidance
Kentucky
$823K -$92.4K -512 -11%
WA
3110
Westfuller Advisors
New York
$823K +$741K +4,107 New
CI
3111
Cavalier Investments
Georgia
$822K +$40.4K +224 +6%
KHCM
3112
Kirtland Hills Capital Management
Ohio
$822K +$761K +4,216 New
WWP
3113
Walden Wealth Partners
Ohio
$820K – – –
IAG
3114
Investmark Advisory Group
Connecticut
$818K +$1.44K +8 +0.2%
MAM
3115
Milestone Asset Management
Pennsylvania
$816K +$311K +1,722 +73%
JCM
3116
Jacobsen Capital Management
Utah
$816K -$34.8K -193 -5%
MWM
3117
Mosley Wealth Management
California
$816K -$31.6K -175 -4%
EL
3118
EWA LLC
Pennsylvania
$816K +$401K +2,222 +118%
WSWA
3119
Warren Street Wealth Advisors
California
$815K +$102K +565 +16%
BW
3120
BIP Wealth
Georgia
$814K +$299K +1,658 +69%
HP
3121
Holistic Planning
Texas
$812K +$4.15K +23 +0.6%
SXL
3122
Summit X LLC
Missouri
$810K +$21.3K +118 +3%
TFG
3123
Taylor Financial Group
Virginia
$809K -$34.3K -190 -4%
WWM
3124
Whalen Wealth Management
Nevada
$808K +$31.2K +173 +4%
AMCA
3125
Arthur M. Cohen & Associates
Illinois
$807K +$15.5K +86 +2%
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