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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3451
AUA Capital Management
Pennsylvania
$801K -$363K -1,557 -32%
MWA
3452
Motive Wealth Advisors
Michigan
$799K +$62K +266 +9%
SAF
3453
Smith Anglin Financial
Texas
$799K +$466 +2 +0.1%
FCT
3454
First Community Trust
Iowa
$798K +$41K +176 +6%
HIA
3455
HTG Investment Advisors
Connecticut
$797K -$20.5K -88 -3%
AWM
3456
Accredited Wealth Management
Kentucky
$795K +$772K +3,315 New
AWM
3457
Abound Wealth Management
Tennessee
$793K +$7.69K +33 +1%
EC
3458
EdgeRock Capital
Colorado
$792K +$76.2K +327 +11%
DC
3459
Diametric Capital
Massachusetts
$792K -$470K -2,020 -38%
EWP
3460
Elevation Wealth Partners
California
$791K +$4.66K +20 +0.6%
WCWM
3461
Willow Creek Wealth Management
California
$790K -$7.69K -33 -1%
PPW
3462
Pasadena Private Wealth
California
$789K -$419K -1,798 -35%
FC
3463
Farringdon Capital
United Kingdom
$789K +$767K +3,292 New
SAM
3464
Strive Asset Management
Ohio
$789K +$767K +3,292 New
EFG
3465
Ehrlich Financial Group
California
$788K -$10K -43 -1%
GAA
3466
Global Assets Advisory
Florida
$786K -$130K -560 -15%
GWAG
3467
Garrett Wealth Advisory Group
Texas
$786K +$136K +585 +22%
ACC
3468
Acorn Creek Capital
Colorado
$786K -$2.1K -9 -0.3%
WF
3469
Whelan Financial
California
$785K +$1.63K +7 +0.2%
IPW
3470
Intergy Private Wealth
Colorado
$783K +$27.9K +120 +4%
SPP
3471
Single Point Partners
Massachusetts
$783K -$80.4K -345 -10%
CP
3472
Creekside Partners
California
$782K – – –
WCFA
3473
Walkner Condon Financial Advisors
Wisconsin
$782K -$87.6K -376 -10%
RA
3474
Rise Advisors
New York
$780K +$17K +73 +2%
VH
3475
Visionary Horizons
Tennessee
$780K +$49.6K +213 +7%
137 138
139
140 141