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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
T
3251
TRUADVICE
Florida
$303K +$300K +2,193 New
TFO
3252
Tarbox Family Office
California
$303K -$548 -4 -0.2%
TC
3253
TAGStone Capital
North Carolina
$302K -$3.56K -26 -1%
TC
3254
Tacita Capital
Ontario, Canada
$302K – – –
GM
3255
GeoWealth Management
Illinois
$302K +$101K +738 +47%
CHP
3256
Cable Hill Partners
Oregon
$302K -$385K -2,810 -55%
WP
3257
Wealthspan Partners
Iowa
$301K -$28.9K -211 -8%
NWA
3258
Navis Wealth Advisors
New York
$300K +$411 +3 +0.1%
FWM
3259
Forefront Wealth Management
Pennsylvania
$300K +$274 +2 +0.1%
BCM
3260
Bluefin Capital Management
New York
$300K -$677K -4,940 Closed
IWM
3261
Integris Wealth Management
California
$298K +$17.1K +125 +6%
BBWP
3262
Beacon Bridge Wealth Partners
Pennsylvania
$298K -$14.5K -106 -4%
CSIA
3263
Charles Schwab Investment Advisory
California
$298K +$45.9K +335 +17%
ZIMP
3264
Zimmermann Investment Management & Planning
Pennsylvania
$298K +$22.3K +163 +8%
AWM
3265
Act Wealth Management
Texas
$298K +$9.87K +72 +3%
SIC
3266
SJS Investment Consulting
Ohio
$297K +$4.38K +32 +1%
ML
3267
McAdam LLC
Pennsylvania
$297K +$312K +2,276 New
MGAM
3268
McGowan Group Asset Management
Texas
$297K +$61.4K +448 +25%
NCMW
3269
Northern Capital Management (Washington)
Washington
$295K -$4.93K -36 -2%
WFA
3270
Websterrogers Financial Advisors
South Carolina
$295K +$2.19K +16 +0.7%
CNWM
3271
Clay Northam Wealth Management
California
$295K – – –
GB
3272
Goepper Burkhardt
South Carolina
$295K +$8.77K +64 +3%
HAFS
3273
Hapanowicz & Associates Financial Services
Pennsylvania
$294K – – –
IVP
3274
Intrinsic Value Partners
Arizona
$294K – – –
JSAM
3275
J. Safra Asset Management
New York
$294K – – –
129 130
131
132 133