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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
3251
Wellington Group
Indiana
$1.58M +$326K +1,051 +28%
MC
3252
Matisse Capital
Oregon
$1.58M +$621 +2 +0%
SWM
3253
Silverlake Wealth Management
Vermont
$1.58M +$42.2K +136 +3%
WAU
3254
Wellington-Altus USA
Manitoba, Canada
$1.58M +$226K +729 +16%
ACM
3255
Armbruster Capital Management
New York
$1.58M -$705K -2,270 -32%
DCM
3256
Dorato Capital Management
Colorado
$1.58M +$20.5K +66 +1%
GTWM
3257
Global Trust Wealth Management
Florida
$1.58M -$181K -583 -11%
CPA
3258
Cardiff Park Advisors
California
$1.58M +$932 +3 +0.1%
CWM
3259
Centurion Wealth Management
Virginia
$1.57M -$414K -1,334 -22%
TCOO
3260
Trust Company of Oklahoma
Oklahoma
$1.57M +$170K +549 +13%
MWM
3261
MFG Wealth Management
Indiana
$1.57M -$5.9K -19 -0.4%
M
3262
MATAURO
New York
$1.57M +$10.6K +34 +0.7%
AA
3263
AJ Advisors
Tennessee
$1.57M +$4.66K +15 +0.3%
CCA
3264
Cravens & Co Advisors
Tennessee
$1.57M -$234K -753 -14%
DIP
3265
Davis Investment Partners
North Carolina
$1.56M – – –
GWM
3266
Glass Wealth Management
Texas
$1.56M +$440K +1,416 +42%
MWM
3267
MBE Wealth Management
Wisconsin
$1.56M -$3.42K -11 -0.2%
THCM
3268
Taylor Hoffman Capital Management
Virginia
$1.56M – – –
IPWA
3269
International Private Wealth Advisors
California
$1.55M +$566K +1,821 +62%
GRWP
3270
Green Ridge Wealth Planning
New Jersey
$1.55M -$27.9K -90 -2%
ML
3271
Mayport LLC
Massachusetts
$1.55M -$4.35K -14 -0.3%
APW
3272
Aurora Private Wealth
New Jersey
$1.55M -$66.8K -215 -4%
RCM
3273
Requisite Capital Management
Texas
$1.55M -$406K -1,307 -22%
FP
3274
Fiduciary Planning
Florida
$1.55M +$621 +2 +0%
MAM
3275
McLaughlin Asset Management
Illinois
$1.55M +$10.2K +33 +0.7%
129 130
131
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