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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
3501
Wimmer Associates 1
California
$1.14M -$17.9K -59 -2%
PWM
3502
Peck Wealth Management
New York
$1.13M -$60.7K -200 -5%
AFW
3503
Avantra Family Wealth
Pennsylvania
$1.13M -$31.9K -105 -3%
HPM
3504
Hoxton Planning & Management
West Virginia
$1.13M -$30K -99 -3%
PWP
3505
Prasad Wealth Partners
Ohio
$1.13M +$28.8K +95 +3%
SFGM
3506
Stonebridge Financial Group (Missouri)
Missouri
$1.13M +$8.5K +28 +0.7%
SWM
3507
Shepherd Wealth Management
Ohio
$1.12M -$527K -1,735 -32%
ACM
3508
Advance Capital Management
Michigan
$1.12M -$32.2K -106 -3%
WWM
3509
Walser Wealth Management
Florida
$1.12M +$127K +417 +12%
HHCP
3510
Hilton Head Capital Partners
South Carolina
$1.12M +$1.52K +5 +0.1%
TMC
3511
Themes Management Co
Connecticut
$1.12M +$107K +351 +10%
ACA
3512
Affinity Capital Advisors
California
$1.12M -$93.8K -309 -7%
HG
3513
Harbor Group
New Hampshire
$1.12M +$5.46K +18 +0.5%
SC
3514
Summa Corp
Texas
$1.12M – – –
EIP
3515
Essential Investment Partners
Colorado
$1.12M +$544K +1,792 +89%
FFL
3516
Future Fund LLC
Illinois
$1.12M -$296K -976 -20%
HCA
3517
Heck Capital Advisors
Wisconsin
$1.12M -$439K -1,445 -28%
APM
3518
a16z Perennial Management
California
$1.11M – – –
WG
3519
Wellington Group
Indiana
$1.11M +$314K +1,035 +38%
GP
3520
GLR Partners
Maryland
$1.11M +$1.15M +3,773 New
AWM
3521
Abound Wealth Management
Tennessee
$1.11M +$34.3K +113 +3%
LAM
3522
Lewis Asset Management
California
$1.11M +$18.5K +61 +2%
DM
3523
Delphi Management
Massachusetts
$1.11M -$330K -1,086 -22%
KA
3524
KDT Advisors
New York
$1.1M – – –
FEM
3525
Fulcrum Equity Management
Texas
$1.1M +$21.9K +72 +2%
139 140
141
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