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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
3376
Harrington Investments
California
$567K -$1.96K -10 -0.4%
CFP
3377
Cascade Financial Partners
California
$566K – – –
PWMA
3378
Pension & Wealth Management Advisors
Massachusetts
$566K +$587 +3 +0.1%
WWM
3379
Westwood Wealth Management
California
$564K – – –
IFA
3380
Index Fund Advisors
California
$563K +$60.2K +308 +12%
SFG
3381
SNS Financial Group
Minnesota
$561K +$49.7K +254 +10%
GGI
3382
Godsey & Gibb Inc
Virginia
$560K -$4.5K -23 -0.8%
MAP
3383
Moody Aldrich Partners
Massachusetts
$560K +$1.17K +6 +0.2%
WCFA
3384
Walkner Condon Financial Advisors
Wisconsin
$560K -$1.46M -7,483 -73%
CAM
3385
Claret Asset Management
Quebec, Canada
$557K +$2.35K +12 +0.4%
AR
3386
Apeiron RIA
Texas
$554K +$1.17K +6 +0.2%
RC
3387
Reik & Co
New York
$553K – – –
AAM
3388
Ameraudi Asset Management
New York
$552K +$178K +912 +50%
PW
3389
Peninsula Wealth
California
$549K +$5.08K +26 +1%
HGWM
3390
Horst & Graben Wealth Management
Oregon
$549K +$7.63K +39 +1%
FA
3391
FSA Advisors
Michigan
$546K -$106K -543 -17%
GWAG
3392
Garrett Wealth Advisory Group
Texas
$545K +$232K +1,186 +79%
APM
3393
Advanced Portfolio Management
New York
$544K – – –
T
3394
TCWP
Ohio
$543K -$4.11K -21 -0.8%
MWM
3395
Merriman Wealth Management
Washington
$543K +$2.74K +14 +0.5%
WMWM
3396
Whitaker-Myers Wealth Managers
Ohio
$542K +$95.2K +487 +22%
MECA
3397
Miller Equity Capital Advisors
Texas
$541K – – –
MWM
3398
MBE Wealth Management
Wisconsin
$539K +$159K +815 +44%
IFO
3399
Independent Family Office
New York
$537K -$161K -822 -24%
VC
3400
Veery Capital
Delaware
$537K +$3.13K +16 +0.6%
134 135
136
137 138