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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3326
WestHill Financial Advisors
California
$224K +$52K +352 +27%
SAS
3327
Stelac Advisory Services
New York
$223K -$441K -2,985 -65%
CCA
3328
Clearwater Capital Advisors
Illinois
$223K -$11.1K -75 -4%
PC
3329
Prairiewood Capital
North Dakota
$223K – – –
SC
3330
Schoolcraft Capital
Colorado
$222K +$241K +1,630 New
AFS
3331
AFG Fiduciary Services
Massachusetts
$222K -$2.95K -20 -1%
PWM
3332
PRW Wealth Management
Massachusetts
$222K +$30.3K +205 +14%
MCM
3333
McDonough Capital Management
Florida
$222K +$40K +271 +20%
IPW
3334
IronBridge Private Wealth
Texas
$221K -$85.8K -581 -26%
HLOC
3335
H.L. Ormond & Company
North Carolina
$221K -$5.9K -40 -2%
JRFS
3336
James Reed Financial Services
Ohio
$221K – – –
BWA
3337
BlueSky Wealth Advisors
North Carolina
$219K – – –
DOA
3338
D'Orazio & Associates
Virginia
$219K +$9.45K +64 +4%
TAIM
3339
Te Ahumairangi Investment Management
New Zealand
$218K – – –
AWP
3340
Abacus Wealth Partners
California
$216K -$120K -811 -34%
CPA
3341
Capital Performance Advisors
California
$216K -$8.86K -60 -4%
SCM
3342
Stevens Capital Management
Pennsylvania
$215K -$13.2M -89,203 -98%
MGIA
3343
Matthew Goff Investment Advisor
Texas
$215K – – –
MWP
3344
Meridian Wealth Partners
Pennsylvania
$214K -$182K -1,235 -44%
AMG
3345
Asset Management Group
Connecticut
$214K +$1.62K +11 +0.7%
QC
3346
QCM Cayman
Texas
$213K +$230K +1,560 New
BMD
3347
Better Money Decisions
New Mexico
$212K -$148 -1 -0.1%
MAM
3348
Marquette Asset Management
Minnesota
$212K – – –
GFP
3349
Guardian Financial Partners
California
$212K +$11.7K +79 +5%
AIFAIM
3350
American Institute for Advanced Investment Management
Arizona
$212K +$230K +1,555 New
132 133
134
135 136