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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3376
Parkside Advisors
California
$241K – – –
DC
3377
Defender Capital
North Carolina
$241K – – –
RIG
3378
RiverFront Investment Group
Virginia
$240K – – –
APWA
3379
Atlas Private Wealth Advisors
New Jersey
$240K +$1.23K +9 +0.5%
HWM
3380
HFR Wealth Management
New York
$240K – – –
DWM
3381
Denver Wealth Management
Colorado
$240K -$18.2K -133 -7%
HW
3382
Hamilton Wealth
California
$239K -$60K -438 -19%
SC
3383
Sepio Capital
Utah
$238K -$33K -241 -12%
KL
3384
KWMG LLC
Kansas
$238K +$31.6K +231 +14%
RWA
3385
Rooted Wealth Advisors
Illinois
$238K +$235K +1,714 New
AMR
3386
Asset Management Resources
Massachusetts
$238K -$98.5K -719 -28%
KPWG
3387
KFA Private Wealth Group
Virginia
$238K +$959 +7 +0.4%
SFC
3388
Strategic Financial Concepts
Texas
$237K +$250K +1,822 New
RAG
3389
RIA Advisory Group
Iowa
$237K +$251K +1,832 New
AAM
3390
Ameraudi Asset Management
New York
$237K -$9.32K -68 -4%
SWMG
3391
Sanchez Wealth Management Group
Florida
$237K – – –
WA
3392
Waterford Advisors
New York
$236K +$13.3K +97 +6%
ESCM
3393
Echo Street Capital Management
New York
$236K +$248K +1,810 New
WFPG
3394
Waller Financial Planning Group
Ohio
$236K +$248K +1,809 New
SFC
3395
SYM Financial Corp
Indiana
$236K -$60.4K -441 -20%
CWA
3396
Clarus Wealth Advisors
Arizona
$235K -$13.8K -101 -5%
CPC
3397
Cookson Peirce & Co
Pennsylvania
$235K +$548 +4 +0.2%
LFG
3398
Lazard Frères Gestion
France
$235K +$296K +2,163 New
GSIS
3399
Global Strategic Investment Solutions
Arizona
$235K +$3.97K +29 +2%
CP
3400
Capital Planning
Washington
$235K +$247K +1,803 New
134 135
136
137 138