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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
3301
49 Wealth Management
Texas
$1.51M +$89.5K +289 +7%
EAM
3302
Evanson Asset Management
California
$1.51M +$2.79K +9 +0.2%
HC
3303
Hamilton Capital
Ohio
$1.51M +$1.45M +4,698 New
SWM
3304
Sandro Wealth Management
New Jersey
$1.51M +$1.45M +4,687 New
LIM
3305
Longfellow Investment Management
Massachusetts
$1.51M – – –
FWA
3306
FORM Wealth Advisors
Wisconsin
$1.51M +$1.45M +4,683 New
GWM
3307
Goldenstone Wealth Management
California
$1.51M +$1.45M +4,683 New
TFIPS
3308
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.51M +$18.6K +60 +1%
GSF
3309
Grove Street Fiduciary
New Hampshire
$1.51M – – –
MWM
3310
MBE Wealth Management
Wisconsin
$1.51M +$13.9K +45 +1%
DWG
3311
Darden Wealth Group
Michigan
$1.51M +$4.03K +13 +0.3%
RW
3312
RVW Wealth
California
$1.5M +$1.55K +5 +0.1%
PB
3313
Prosperity Bancshares
Texas
$1.5M +$1.44M +4,666 New
UFA
3314
Unify Financial Advisors
Florida
$1.5M +$1.44M +4,663 New
EW
3315
Expressive Wealth
Illinois
$1.5M +$1.44M +4,662 New
BCM
3316
BluePath Capital Management
Georgia
$1.5M +$229K +739 +19%
HFA
3317
Highland Financial Advisors
New Jersey
$1.5M +$18.9K +61 +1%
SI
3318
Severin Investments
Missouri
$1.5M -$59.4K -192 -4%
SPL
3319
Smart Portfolios LLC
Washington
$1.5M +$9.29K +30 +0.6%
NPFS
3320
Novak & Powell Financial Services
Florida
$1.49M -$320K -1,033 -18%
VFG
3321
Victory Financial Group
Texas
$1.49M +$268K +866 +23%
DWM
3322
Dogwood Wealth Management
Kansas
$1.49M -$169K -545 -11%
PG
3323
Prostatis Group
Maryland
$1.49M +$654K +2,113 +84%
AWM
3324
Activest Wealth Management
Florida
$1.49M -$514K -1,661 -26%
SOAM
3325
SBI Okasan Asset Management
Japan
$1.49M +$1.42M +4,590 New
131 132
133
134 135