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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3226
Cribstone Capital Management
Maine
$221K -$911K -7,356 -79%
WFA
3227
Wellspring Financial Advisors
Ohio
$221K -$6.2K -50 -2%
CIAS
3228
CFS Investment Advisory Services
New Jersey
$221K +$243K +1,963 New
BA
3229
Bluesphere Advisors
Pennsylvania
$220K -$40.1K -324 -14%
TWM
3230
Triton Wealth Management
Arizona
$219K +$3.22K +26 +1%
HWA
3231
Hilltop Wealth Advisors
North Carolina
$218K – – –
CSIA
3232
Charles Schwab Investment Advisory
California
$218K +$34.1K +275 +17%
CMBA
3233
C.M. Bidwell & Associates
Hawaii
$218K +$148K +1,198 +163%
VBFG
3234
Vishria Bird Financial Group
Tennessee
$217K – – –
VAG
3235
VisionPoint Advisory Group
Texas
$216K -$548K -4,423 -71%
SIM
3236
Sterling Investment Management
Arizona
$215K -$1.36M -10,997 -85%
ECAM
3237
East Coast Asset Management
Massachusetts
$215K -$28.5K -230 -11%
SWP
3238
ShoreHaven Wealth Partners
New Jersey
$215K +$32.5K +262 +16%
SSCA
3239
South Shore Capital Advisors
Massachusetts
$214K -$5.82K -47 -2%
SC
3240
Saturna Capital
Washington
$214K – – –
DFA
3241
DHJJ Financial Advisors
Illinois
$214K +$372 +3 +0.2%
CWM
3242
CCG Wealth Management
California
$214K +$42.1K +340 +22%
JSA
3243
Jacobson & Schmitt Advisors
Wisconsin
$213K -$53.8K -434 -19%
UWM
3244
Urban Wealth Management
California
$213K +$235K +1,893 New
SSA
3245
Schonfeld Strategic Advisors
New York
$212K -$51.3M -414,321 -100%
LODC
3246
Lanham O'Dell & Company
West Virginia
$212K +$124 +1 +0.1%
RPGK
3247
Retirement Planning Group (Kansas)
Kansas
$212K +$17.5K +141 +8%
NWA
3248
New World Advisors
Massachusetts
$211K -$90.8K -733 -28%
RWMH
3249
Riverpoint Wealth Management Holdings
Illinois
$211K +$1.98K +16 +0.9%
MW
3250
Milestone Wealth
New York
$211K +$186K +1,500 +401%
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130
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