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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3426
Persium Advisors
Georgia
$831K +$807K +3,466 New
CIA
3427
Cascade Investment Advisors
Oregon
$829K -$4.66K -20 -0.6%
RWM
3428
RBA Wealth Management
California
$826K -$32.8K -141 -4%
IIM
3429
Illumine Investment Management
Washington
$825K +$801K +3,441 New
MWP
3430
Moller Wealth Partners
$824K -$498K -2,139 -38%
HNWA
3431
Henrickson Nauta Wealth Advisors
Michigan
$824K – – –
TA
3432
TCM Advisors
West Virginia
$822K – – –
PWM
3433
Prosperity Wealth Management
California
$821K +$10.5K +45 +1%
IWP
3434
Invenio Wealth Partners
Florida
$820K – – –
VCP
3435
Vista Capital Partners
Oregon
$816K +$47.7K +205 +6%
OWA
3436
Outlook Wealth Advisors
Texas
$812K +$31.2K +134 +4%
MWP
3437
Meridian Wealth Partners
Pennsylvania
$811K -$107K -458 -12%
MWM
3438
Merriman Wealth Management
Washington
$811K +$112K +481 +17%
BTC
3439
Bank & Trust Company
Illinois
$810K -$2.33K -10 -0.3%
IW
3440
IronOak Wealth
Texas
$810K +$787K +3,380 New
LFA
3441
Laraway Financial Advisors
Minnesota
$809K – – –
CA
3442
Capital Advantage
California
$807K +$784K +3,368 New
AWM
3443
Altus Wealth Management
Kentucky
$807K +$12.8K +55 +2%
WCP
3444
Wealthcare Capital Partners
Pennsylvania
$807K +$784K +3,366 New
PP
3445
Postrock Partners
Oregon
$806K +$783K +3,362 New
GDP
3446
Great Diamond Partners
Maine
$804K +$33.1K +142 +4%
PCFFS
3447
Pacific Center for Financial Services
California
$803K +$466 +2 +0.1%
PWMA
3448
Pension & Wealth Management Advisors
Massachusetts
$803K +$91.8K +394 +13%
VWM
3449
Vigilare Wealth Management
Arizona
$803K -$19.8K -85 -2%
FA
3450
Forefront Analytics
Pennsylvania
$802K +$14.9K +64 +2%
136 137
138
139 140