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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
3301
Weaver Consulting Group
California
$682K -$72.9K -346 -10%
DAM
3302
Deltec Asset Management
New York
$680K – – –
UL
3303
Unionview LLC
Washington
$679K +$211 +1 +0%
GDP
3304
Great Diamond Partners
Maine
$677K -$386K -1,831 -36%
SA
3305
SRN Advisors
Pennsylvania
$677K -$359K -1,703 -35%
WFM
3306
Wolff Financial Management
Michigan
$677K – – –
SWM
3307
Silverlake Wealth Management
Vermont
$675K -$71K -337 -10%
VCP
3308
Vista Capital Partners
Oregon
$675K -$28K -133 -4%
FWI
3309
Facet Wealth Inc
Maryland
$673K +$146K +691 +30%
MCM
3310
McDonough Capital Management
Florida
$673K +$54.1K +257 +9%
DFA
3311
Davies Financial Advisors
California
$672K -$11.4K -54 -2%
I2I
3312
Insight 2811 Inc
Illinois
$672K – – –
RA
3313
Rise Advisors
New York
$671K +$3.16K +15 +0.5%
WFA
3314
WestHill Financial Advisors
California
$671K +$18.1K +86 +3%
CFG
3315
Copley Financial Group
California
$670K +$669K +3,178 New
BAM
3316
Bosun Asset Management
Illinois
$669K -$5.9K -28 -0.9%
CTWM
3317
Cherry Tree Wealth Management
Minnesota
$668K – – –
GAM
3318
Gemmer Asset Management
California
$667K +$5.9K +28 +0.9%
CAM
3319
Concorde Asset Management
Michigan
$666K -$30.3K -144 -4%
FCT
3320
First Community Trust
Iowa
$664K – – –
IPW
3321
Intergy Private Wealth
Colorado
$664K +$55.6K +264 +9%
PCM
3322
Perritt Capital Management
Illinois
$663K -$4K -19 -0.6%
SAM
3323
Shikiar Asset Management
New York
$662K – – –
OWA
3324
Opal Wealth Advisors
New York
$661K +$32.9K +156 +5%
WIM
3325
Warwick Investment Management
Texas
$661K +$18.1K +86 +3%
131 132
133
134 135