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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3401
PRW Wealth Management
Massachusetts
$226K +$13.8K +84 +6%
ETIA
3402
Epic Trust Investment Advisors
Washington
$226K +$235K +1,428 New
VBWMG
3403
Von Berge Wealth Management Group
California
$226K +$250K +1,520 New
RWM
3404
Rezny Wealth Management
Florida
$225K – – –
D
3405
Dentgroup
Louisiana
$225K +$233K +1,421 New
KFP
3406
Keystone Financial Planning
Ohio
$224K – – –
VBFP
3407
Valtinson Bruner Financial Planning
Minnesota
$224K +$164 +1 +0.1%
BRA
3408
Biechele Royce Advisors
Indiana
$223K -$11.5K -70 -5%
DT
3409
Daniels + Tansey
Delaware
$223K +$6.08K +37 +3%
KCM
3410
Kendall Capital Management
Maryland
$223K +$16.4K +100 +8%
SCA
3411
Southern Capital Advisors
Tennessee
$223K +$231K +1,409 New
RRCM
3412
Rappaport Reiches Capital Management
Illinois
$222K -$7.06K -43 -3%
CPA
3413
Cowen Prime Advisors
New York
$221K – – –
WIM
3414
Warwick Investment Management
Texas
$221K +$229K +1,394 New
GCM
3415
Graham Capital Management
Connecticut
$221K +$229K +1,396 New
GHA
3416
GW Henssler & Associates
Georgia
$221K +$229K +1,397 New
SCA
3417
Sage Capital Advisors
South Dakota
$220K +$328 +2 +0.1%
RFA
3418
RTD Financial Advisors
Pennsylvania
$220K +$228K +1,389 New
BHWM
3419
Beaird Harris Wealth Management
Texas
$220K +$228K +1,390 New
VLC
3420
Van Leeuwen & Company
New Jersey
$219K -$18.4K -112 -8%
TFA
3421
Toth Financial Advisory
Virginia
$219K – – –
GCWM
3422
Graham Capital Wealth Management
District of Columbia
$219K +$226K +1,378 New
AL
3423
ACAS LLC
California
$218K -$4.11K -25 -2%
WFPG
3424
Waller Financial Planning Group
Ohio
$216K – – –
MFM
3425
MD Financial Management
Ontario, Canada
$216K +$48K +292 +27%
135 136
137
138 139