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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
3526
Willis Johnson & Associates
Texas
$764K -$14.5K -57 -2%
MPW
3527
Magnolia Private Wealth
Pennsylvania
$761K +$92K +361 +13%
CWA
3528
Clearview Wealth Advisors
Oregon
$761K -$192K -754 -20%
ODIJL
3529
One Day In July LLC
Vermont
$761K +$34.4K +135 +5%
WAOI
3530
Wealth Advisors of Iowa
Iowa
$760K – – –
CWM
3531
Centricity Wealth Management
Ohio
$760K +$25.7K +101 +3%
SLA
3532
Silver Lake Advisory
Utah
$760K +$3.31K +13 +0.4%
MF
3533
Meridian Financial
Massachusetts
$759K -$3.82K -15 -0.5%
BAM
3534
Broyhill Asset Management
North Carolina
$759K – – –
RC
3535
Rovin Capital
Arizona
$758K -$4.59K -18 -0.6%
PCMC
3536
Paragon Capital Management (Colorado)
Colorado
$758K +$510 +2 +0.1%
AF
3537
Atala Financial
California
$757K -$2.29K -9 -0.3%
HFM
3538
Harvest Fund Management
China
$754K -$752K -2,949 -49%
NPPM
3539
North Point Portfolio Managers
Ohio
$753K – – –
DO
3540
denkapparat Operations
Germany
$752K -$646K -2,532 -45%
AGA
3541
Arkos Global Advisors
Texas
$751K -$31.1K -122 -4%
ACM
3542
Absolute Capital Management
Pennsylvania
$750K +$1.27K +5 +0.2%
AFA
3543
Allium Financial Advisors
Oregon
$750K +$779K +3,057 New
IAG
3544
Investmark Advisory Group
Connecticut
$749K +$1.53K +6 +0.2%
CM
3545
Capula Management
Cayman Islands
$748K +$542K +2,125 +230%
CHA
3546
Cooper/Haims Advisors
New York
$748K -$2.04K -8 -0.3%
MF
3547
Manchester Financial
California
$746K +$262K +1,029 +51%
AI
3548
AXS Investments
New York
$746K -$33.9K -133 -4%
IGGA
3549
Iron Gate Global Advisors
Utah
$746K +$4.84K +19 +0.6%
TPW
3550
Tiller Private Wealth
Pennsylvania
$745K – – –
140 141
142
143 144