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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3201
Curated Wealth Partners
California
$1.12M +$93.1K +365 +9%
SPWG
3202
Sage Private Wealth Group
Illinois
$1.12M -$62.5K -245 -5%
AAG
3203
Armstrong Advisory Group
Massachusetts
$1.11M – – –
EFH
3204
Eaton Financial Holdings
Florida
$1.11M +$3.82K +15 +0.3%
HFA
3205
Highland Financial Advisors
New Jersey
$1.11M -$702K -2,754 -38%
SDAM
3206
Shulman DeMeo Asset Management
New York
$1.1M +$510 +2 +0%
RG
3207
Renaissance Group
Kentucky
$1.1M -$89K -349 -7%
WRPWM
3208
Werba Rubin Papier Wealth Management
California
$1.1M -$32.9K -129 -3%
GOCP
3209
Great Oak Capital Partners
Massachusetts
$1.1M – – –
EIA
3210
Eldridge Investment Advisors
New Hampshire
$1.1M -$40K -157 -3%
MIM
3211
Merrion Investment Management
New Jersey
$1.1M -$44.6K -175 -4%
CWM
3212
Challenger Wealth Management
California
$1.09M +$135K +528 +13%
WA
3213
Westfuller Advisors
New York
$1.09M +$5.35K +21 +0.5%
ABLA
3214
Alan B. Lancz & Associates
Ohio
$1.09M -$191K -750 -14%
BSTWA
3215
Blake Schutter Theil Wealth Advisors
Ohio
$1.09M -$226K -885 -17%
FNC
3216
First National Corp
Massachusetts
$1.09M +$58.4K +229 +5%
WA
3217
Wambolt & Associates
Colorado
$1.09M -$258K -1,013 -19%
TA
3218
TPG Advisors
Illinois
$1.09M +$765 +3 +0.1%
GFM
3219
GF Fund Management
China
$1.09M +$1.01M +3,953 +832%
IWA
3220
Inspirion Wealth Advisors
Illinois
$1.08M +$383K +1,504 +52%
BDA
3221
Borer Denton & Associates
Pennsylvania
$1.08M +$25.5K +100 +2%
EAM
3222
Evanson Asset Management
California
$1.08M -$262K -1,027 -19%
CCA
3223
Clearwater Capital Advisors
Illinois
$1.08M +$22.9K +90 +2%
FC
3224
FCA Corp
Texas
$1.08M -$10.7K -42 -0.9%
AIM
3225
Advyzon Investment Management
Illinois
$1.08M -$53K -208 -5%
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129
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