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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3551
Centricity Wealth Management
Ohio
$719K +$698K +2,998 New
CCC
3552
Compass Capital Corp
Massachusetts
$719K +$686K +2,947 New
CPA
3553
Capital Performance Advisors
California
$718K +$92.9K +399 +15%
SIAG
3554
Safeguard Investment Advisory Group
California
$717K +$27.7K +119 +4%
WIA
3555
Wealthedge Investment Advisors
New York
$717K +$697K +2,992 New
CCP
3556
Clarity Capital Partners
California
$715K +$2.33K +10 +0.3%
PW
3557
Peninsula Wealth
California
$715K +$40.1K +172 +6%
EFG
3558
Elios Financial Group
Ohio
$715K -$25.4K -109 -4%
CFS
3559
Coordinated Financial Services
Colorado
$714K +$694K +2,978 New
CWM
3560
Cherrydale Wealth Management
New Jersey
$714K +$73.8K +317 +12%
RFP
3561
Root Financial Partners
California
$714K +$346K +1,484 +99%
DWM
3562
DecisionMap Wealth Management
Virginia
$712K +$692K +2,971 New
HFS
3563
Hughes Financial Services
Virginia
$711K +$691K +2,967 New
ODIJL
3564
One Day In July LLC
Vermont
$711K -$206K -884 -23%
CL
3565
CLG LLC
California
$711K +$691K +2,966 New
PCM
3566
Perritt Capital Management
Illinois
$710K -$42.4K -182 -6%
CW
3567
Code Waechter
Florida
$709K -$15.4K -66 -2%
MPCL
3568
My Personal CFO LLC
Washington
$709K – – –
IWA
3569
Inspirion Wealth Advisors
Illinois
$709K – – –
SG
3570
Strid Group
Pennsylvania
$707K – – –
GC
3571
Guidance Capital
Kentucky
$707K -$1.07M -4,587 -63%
ML
3572
Mayport LLC
Massachusetts
$705K -$12.6K -54 -2%
ASG
3573
Ariston Services Group
California
$704K -$73.1K -314 -10%
RF
3574
Rossby Financial
Florida
$703K +$683K +2,931 New
WFAG
3575
Wescott Financial Advisory Group
Pennsylvania
$702K +$72.9K +313 +12%
141 142
143
144 145