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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3426
Prelude Capital Management
New York
$849K -$216K -847 -20%
LFS
3427
Legacy Financial Strategies
Kansas
$848K -$21.9K -86 -2%
CJL
3428
Cyrus J. Lawrence
New York
$847K -$13.7M -53,892 -94%
RA
3429
Rise Advisors
New York
$847K +$49.7K +195 +6%
WCFA
3430
Walkner Condon Financial Advisors
Wisconsin
$846K +$48.2K +189 +6%
ISFAN
3431
Investor's Fiduciary Advisor Network
Washington
$846K -$83.6K -328 -9%
IIM
3432
Illumine Investment Management
Washington
$844K – – –
BWM
3433
BankPlus Wealth Management
Mississippi
$843K -$13.3K -52 -1%
GCL
3434
Gouws Capital LLC
North Carolina
$842K +$493K +1,933 +129%
LRIC
3435
Long Road Investment Counsel
Michigan
$842K +$875K +3,432 New
BCG
3436
Bravias Capital Group
New Jersey
$842K -$215K -845 -20%
PWM
3437
Prosperity Wealth Management
California
$840K – – –
OWA
3438
Opal Wealth Advisors
New York
$837K +$70.4K +276 +9%
QPW
3439
Quantum Private Wealth
Florida
$837K -$68.3K -268 -7%
CCG
3440
Coastwise Capital Group
California
$837K -$741K -2,907 -46%
1WM
3441
1858 Wealth Management
Ohio
$835K -$171K -672 -16%
BAM
3442
Bellevue Asset Management
Washington
$835K -$508K -1,992 -37%
WCWM
3443
Willow Creek Wealth Management
California
$835K +$27.8K +109 +3%
CCG
3444
Catalina Capital Group
California
$833K -$2.69M -10,564 -76%
MCM
3445
Mattern Capital Management
Colorado
$832K +$36.5K +143 +4%
FWP
3446
Firethorn Wealth Partners
Georgia
$832K +$160K +626 +23%
GDP
3447
Great Diamond Partners
Maine
$832K +$9.43K +37 +1%
HWA
3448
Hillcrest Wealth Advisors
New Jersey
$832K -$107K -420 -11%
SAS
3449
Stelac Advisory Services
New York
$830K +$751K +2,945 +677%
BTC
3450
Bank & Trust Company
Illinois
$829K – – –
136 137
138
139 140