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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
3451
Elm Partners Management
Pennsylvania
$1.17M +$7.28K +24 +0.6%
CWM
3452
Challenger Wealth Management
California
$1.17M -$3.04K -10 -0.2%
PA
3453
Planning Alternatives
Michigan
$1.17M +$298K +983 +33%
FC
3454
FCA Corp
Texas
$1.17M -$114K -375 -9%
KFS
3455
Krane Financial Solutions
California
$1.17M +$1.21M +3,983 New
CPM
3456
Connective Portfolio Management
New York
$1.17M -$1.06M -3,500 -47%
RWA
3457
Rooted Wealth Advisors
Illinois
$1.17M +$63.7K +210 +6%
FSWA
3458
Financial Synergies Wealth Advisors
Texas
$1.17M +$870K +2,867 +259%
CFP
3459
Cascade Financial Partners
California
$1.17M -$18.2K -60 -1%
IAAG
3460
Innovative Asset Advisors Group
Connecticut
$1.17M +$1.21M +3,971 New
TFGT
3461
TS Financial Group (TSFG)
Illinois
$1.17M -$31.6K -104 -3%
HBFP
3462
Henderson Brothers Financial Partners
Pennsylvania
$1.17M +$1.2M +3,968 New
AIIMS
3463
Analyst IMS Investment Management Services
Israel
$1.17M +$37.9K +125 +3%
IFA
3464
Independence Financial Advisors
New Hampshire
$1.17M -$94.7K -312 -7%
TA
3465
TrueWealth Advisors
Alabama
$1.17M -$14.6K -48 -1%
NIA
3466
NBZ Investment Advisors
Tennessee
$1.17M – – –
CIM
3467
Caldwell Investment Management
Ontario, Canada
$1.16M -$2.61M -8,600 -68%
JDLA
3468
J. Derek Lewis & Associates
California
$1.16M +$117K +386 +11%
PA
3469
Probity Advisors
Texas
$1.16M -$34.9K -115 -3%
SI
3470
Stonekeep Investments
New Mexico
$1.16M +$104K +343 +9%
TAR
3471
Trask Adam Roland
$1.16M +$1.2M +3,955 New
NFSG
3472
Newbridge Financial Services Group
Florida
$1.16M -$1.5M -4,930 -55%
WIM
3473
Warwick Investment Management
Texas
$1.16M -$7.89K -26 -0.7%
PSCM
3474
Per Stirling Capital Management
Texas
$1.16M +$56.1K +185 +5%
CWA
3475
Consilio Wealth Advisors
Washington
$1.16M -$13.4K -44 -1%
137 138
139
140 141