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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
3476
Elevation Wealth Partners
California
$949K -$3.57K -14 -0.4%
RWM
3477
RBA Wealth Management
California
$949K -$8.42K -33 -1%
AGA
3478
Arkos Global Advisors
Texas
$948K +$53.3K +209 +7%
1WM
3479
1858 Wealth Management
Ohio
$947K -$36K -141 -4%
OTPPB
3480
Ontario Teachers' Pension Plan Board
Ontario, Canada
$947K +$79.6K +312 +11%
CP
3481
Creekside Partners
California
$946K – – –
ACC
3482
Acorn Creek Capital
Colorado
$946K +$10.7K +42 +1%
CHA
3483
Cooper/Haims Advisors
New York
$945K +$54.4K +213 +7%
WAG
3484
Wallace Advisory Group
California
$941K -$74K -290 -7%
PWM
3485
Prosperity Wealth Management
California
$939K -$47.5K -186 -5%
MF
3486
Montis Financial
Massachusetts
$937K -$62.5K -245 -7%
SLA
3487
Silver Lake Advisory
Utah
$936K +$33.4K +131 +4%
TI
3488
Truepoint Inc
Ohio
$935K +$192K +753 +30%
WFA
3489
WestHill Financial Advisors
California
$932K +$7.91K +31 +1%
WFS
3490
WealthGarden F.S.
California
$931K +$766 +3 +0.1%
WFM
3491
Wolff Financial Management
Michigan
$931K +$766 +3 +0.1%
CA
3492
Capital Advantage
California
$930K -$40.6K -159 -5%
GFG
3493
Greenberg Financial Group
Arizona
$929K -$12.8K -50 -2%
WCG
3494
Weaver Consulting Group
California
$929K +$7.66K +30 +0.9%
WAOI
3495
Wealth Advisors of Iowa
Iowa
$928K +$25.8K +101 +3%
TFIPS
3496
Towarzystwo Funduszy Inwestycyjnych PZU SA
$928K +$48.5K +190 +6%
HI
3497
Harrington Investments
California
$927K – – –
SAM
3498
SP Asset Management
California
$925K +$13.8K +54 +2%
LWM
3499
LeConte Wealth Management
Tennessee
$925K +$334K +1,307 +69%
LFG
3500
Lockerman Financial Group
California
$919K -$5.87K -23 -0.7%
138 139
140
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