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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3501
WestHill Financial Advisors
California
$781K +$255 +1 +0%
AWA
3502
Aletheian Wealth Advisors
Washington
$781K +$80.3K +315 +11%
POIA
3503
Pin Oak Investment Advisors
Texas
$781K +$77K +302 +11%
MWA
3504
Motive Wealth Advisors
Michigan
$781K -$38.8K -152 -5%
I2I
3505
Insight 2811 Inc
Illinois
$779K -$4.84K -19 -0.6%
WCG
3506
Weaver Consulting Group
California
$779K -$13K -51 -2%
OWM
3507
OneAscent Wealth Management
Alabama
$778K -$93.1K -365 -10%
BFS
3508
Burkett Financial Services
South Carolina
$777K +$9.18K +36 +1%
SIM
3509
Seaview Investment Managers
Florida
$777K +$807K +3,166 New
PIM
3510
Pullen Investment Management
Florida
$776K +$27K +106 +3%
CFP
3511
Cascade Financial Partners
California
$776K +$116K +454 +17%
CNBOF
3512
City National Bank of Florida
Florida
$774K +$220K +861 +38%
IIM
3513
Ironwood Investment Management
Massachusetts
$774K -$204K -800 -20%
AWA
3514
Arbor Wealth Advisors
Michigan
$773K -$2.04K -8 -0.3%
MJRIC
3515
Mogy Joel R Investment Counsel
California
$773K -$208K -815 -21%
PCM
3516
Permanent Capital Management
Illinois
$773K – – –
HF
3517
Holcombe Financial
Georgia
$772K – – –
UWP
3518
Uniting Wealth Partners
Kansas
$771K +$22.4K +88 +3%
WFS
3519
WealthGarden F.S.
California
$770K +$2.55K +10 +0.3%
JLBC
3520
J.L. Bainbridge & Co
Florida
$770K +$11.2K +44 +1%
CAM
3521
Concorde Asset Management
Michigan
$769K +$11.7K +46 +1%
SAM
3522
SP Asset Management
California
$769K +$4.84K +19 +0.6%
SGI
3523
Summit Global Investments
Utah
$768K -$1.51M -5,939 -65%
KWM
3524
KFG Wealth Management
Indiana
$767K +$9.69K +38 +1%
AWM
3525
Allen Wealth Management
North Carolina
$764K -$1.27K -5 -0.2%
139 140
141
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