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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3326
CJM Wealth Advisers
Virginia
$948K -$36.6K -157 -4%
IIM
3327
Ironwood Investment Management
Massachusetts
$948K – – –
GA
3328
GSG Advisors
New Jersey
$947K +$105K +451 +13%
TSS
3329
Thomas Story & Son
Indiana
$944K – – –
CWM
3330
Challenger Wealth Management
California
$943K +$917K +3,935 New
VF
3331
Vawter Financial
Ohio
$942K +$6.99K +30 +0.8%
DAM
3332
Doheny Asset Management
California
$941K – – –
TIM
3333
Total Investment Management
Arizona
$940K +$47.3K +203 +5%
AFW
3334
Avantra Family Wealth
Pennsylvania
$939K +$913K +3,918 New
TC
3335
Taika Capital
Florida
$936K +$909K +3,903 New
CIA
3336
Cape Investment Advisory
Georgia
$935K -$3.49K -15 -0.4%
WAM
3337
WealthTrust Asset Management
Florida
$930K -$26.1K -112 -3%
WSWA
3338
Warren Street Wealth Advisors
California
$925K -$51.5K -221 -5%
CWA
3339
Clearview Wealth Advisors
Oregon
$924K -$7.45K -32 -0.8%
BFWA
3340
Benchmark Financial Wealth Advisors
Florida
$922K +$15.6K +67 +2%
KWM
3341
Keebeck Wealth Management
Illinois
$922K +$52.9K +227 +6%
GCM
3342
Goldstream Capital Management
Hong Kong
$921K -$1.2M -5,141 -57%
TC
3343
TFR Capital
Texas
$920K +$893K +3,836 New
WPW
3344
Watershed Private Wealth
Illinois
$918K -$75.9K -326 -8%
HWM
3345
Howard Wealth Management
Connecticut
$915K -$8.85K -38 -1%
LCM
3346
LCM Capital Management
Illinois
$914K – – –
HWA
3347
Hillcrest Wealth Advisors
New Jersey
$913K -$116K -500 -12%
RA
3348
Ruggaard & Associates
Ohio
$911K -$4.66K -20 -0.5%
VCM
3349
Versant Capital Management
Arizona
$910K +$239K +1,028 +37%
EI
3350
Ellevest Inc
New York
$908K -$94.1K -404 -10%
132 133
134
135 136