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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
3326
Warren Street Wealth Advisors
California
$1.14M -$6.13K -24 -0.6%
EA
3327
Emerald Advisors
Washington
$1.13M +$30.6K +120 +3%
SIM
3328
Seaview Investment Managers
Florida
$1.13M +$190K +745 +24%
BW
3329
Balance Wealth
Ohio
$1.13M +$6.63K +26 +0.7%
MSWMA
3330
Market Street Wealth Management Advisors
Indiana
$1.13M +$150K +587 +18%
CWA
3331
Consilio Wealth Advisors
Washington
$1.13M +$51.8K +203 +5%
CIS
3332
Custom Index Systems
New York
$1.13M -$6.63K -26 -0.7%
CWA
3333
CJM Wealth Advisers
Virginia
$1.13M +$510 +2 +0.1%
PHIC
3334
Pine Haven Investment Counsel
Massachusetts
$1.13M -$37.3K -146 -4%
HPM
3335
Hoxton Planning & Management
West Virginia
$1.12M +$766 +3 +0.1%
ML
3336
Mayport LLC
Massachusetts
$1.12M +$9.19K +36 +0.9%
NWM
3337
Nova Wealth Management
Florida
$1.12M -$223K -872 -18%
LCM
3338
LCM Capital Management
Illinois
$1.12M +$9.19K +36 +0.9%
NWMG
3339
National Wealth Management Group
Ohio
$1.11M +$516K +2,021 +111%
GCM
3340
Goldstream Capital Management
Hong Kong
$1.11M – – –
CCA
3341
Cottonwood Capital Advisors
Utah
$1.11M +$8.93K +35 +0.9%
CC
3342
Cultivar Capital
Texas
$1.11M +$416K +1,632 +74%
OWA
3343
Opal Wealth Advisors
New York
$1.11M +$105K +410 +12%
AWM
3344
Accredited Wealth Management
Kentucky
$1.11M -$76.6K -300 -7%
PPA
3345
Pacific Point Advisors
California
$1.11M – – –
FRM
3346
Fox Run Management
Connecticut
$1.1M -$403K -1,579 -29%
ACM
3347
Advance Capital Management
Michigan
$1.1M -$13.3K -52 -1%
IAP
3348
Indie Asset Partners
Indiana
$1.1M -$129K -504 -12%
CAG
3349
Curtis Advisory Group
California
$1.1M +$510K +2,000 +111%
LGWM
3350
Litman Gregory Wealth Management
California
$1.1M +$447K +1,750 +86%
132 133
134
135 136