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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3476
Cascade Investment Advisors
Oregon
$952K – – –
LIA
3477
LifePlan Investment Advisors
North Carolina
$951K +$592K +2,319 +242%
RC
3478
Rovin Capital
Arizona
$950K +$47.7K +187 +6%
EWP
3479
Elevation Wealth Partners
California
$949K -$3.57K -14 -0.4%
RWM
3480
RBA Wealth Management
California
$949K -$8.42K -33 -1%
AGA
3481
Arkos Global Advisors
Texas
$948K +$53.3K +209 +7%
1WM
3482
1858 Wealth Management
Ohio
$947K -$36K -141 -4%
OTPPB
3483
Ontario Teachers' Pension Plan Board
Ontario, Canada
$947K +$79.6K +312 +11%
CP
3484
Creekside Partners
California
$946K – – –
ACC
3485
Acorn Creek Capital
Colorado
$946K +$10.7K +42 +1%
CHA
3486
Cooper/Haims Advisors
New York
$945K +$54.4K +213 +7%
WAG
3487
Wallace Advisory Group
California
$941K -$74K -290 -7%
PWM
3488
Prosperity Wealth Management
California
$939K -$47.5K -186 -5%
MF
3489
Montis Financial
Massachusetts
$937K -$62.5K -245 -7%
SLA
3490
Silver Lake Advisory
Utah
$936K +$33.4K +131 +4%
TI
3491
Truepoint Inc
Ohio
$935K +$192K +753 +30%
WFA
3492
WestHill Financial Advisors
California
$932K +$7.91K +31 +1%
WFS
3493
WealthGarden F.S.
California
$931K +$766 +3 +0.1%
WFM
3494
Wolff Financial Management
Michigan
$931K +$766 +3 +0.1%
CA
3495
Capital Advantage
California
$930K -$40.6K -159 -5%
GFG
3496
Greenberg Financial Group
Arizona
$929K -$12.8K -50 -2%
WCG
3497
Weaver Consulting Group
California
$929K +$7.66K +30 +0.9%
WAOI
3498
Wealth Advisors of Iowa
Iowa
$928K +$25.8K +101 +3%
TFIPS
3499
Towarzystwo Funduszy Inwestycyjnych PZU SA
$928K +$48.5K +190 +6%
HI
3500
Harrington Investments
California
$927K – – –
138 139
140
141 142