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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
3451
MYCIO Wealth Partners
Pennsylvania
$204K – – –
TP
3452
Truvvo Partners
New York
$204K +$1.31K +8 +0.6%
JWM
3453
Jackson Wealth Management
Florida
$204K +$212K +1,288 New
WFA
3454
WestHill Financial Advisors
California
$204K +$212K +1,291 New
SCA
3455
St. Clair Advisors
Ohio
$203K -$145K -881 -41%
CBT
3456
Capital Bank & Trust
California
$203K – – –
BWM
3457
Brickley Wealth Management
California
$203K +$7.23K +44 +4%
FCC
3458
Flower City Capital
New York
$203K +$211K +1,282 New
W
3459
WorthPointe
California
$203K +$215K +1,308 New
HCM
3460
Horrell Capital Management
Arkansas
$201K -$20.5K -125 -9%
GC
3461
Gibson Capital
Pennsylvania
$198K – – –
SC
3462
Schubert & Co
Texas
$198K +$205K +1,250 New
TCM
3463
TD Capital Management
Tennessee
$189K -$13K -79 -6%
KFP
3464
KB Financial Partners
New Jersey
$189K +$196K +1,194 New
LFG
3465
Larson Financial Group
Missouri
$187K +$79.6K +485 +69%
PP
3466
PrairieView Partners
Minnesota
$186K +$28.7K +175 +18%
RCA
3467
Riverview Capital Advisers
Massachusetts
$180K +$186K +1,134 New
HWM
3468
Holloway Wealth Management
Florida
$174K – – –
TF
3469
TimeScale Financial
Massachusetts
$171K +$328 +2 +0.2%
WOSD
3470
WFA of San Diego
California
$171K +$46.6K +284 +36%
KFS
3471
Kelly Financial Services
Massachusetts
$169K +$657 +4 +0.4%
FFG
3472
Ford Financial Group
California
$169K +$175K +1,068 New
JWM
3473
Janiczek Wealth Management
Colorado
$164K +$9.36K +57 +6%
OA
3474
Operose Advisors
Wisconsin
$163K +$169K +1,029 New
LPP
3475
Life Planning Partners
Florida
$162K +$168K +1,026 New
137 138
139
140 141