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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AS
3551
Altshuler Shaham
Israel
$870K – – –
BAM
3552
BOCHK Asset Management
Hong Kong
$870K +$510K +2,000 +200%
RSWA
3553
Robinson Smith Wealth Advisors
Maine
$869K -$58.7K -230 -7%
HWA
3554
Hillcrest Wealth Advisors
New Jersey
$868K -$101K -395 -12%
AWP
3555
Abacus Wealth Partners
California
$867K +$45.9K +180 +6%
FFWM
3556
Future Financial Wealth Management
Ohio
$866K +$1.02K +4 +0.1%
HIS
3557
Harvest Investment Services
Illinois
$865K +$52.6K +206 +7%
FA
3558
FSA Advisors
Michigan
$865K +$3.06K +12 +0.4%
TBWA
3559
Three Bridge Wealth Advisors
California
$865K +$241K +944 +46%
VFP
3560
Verus Financial Partners
Virginia
$865K +$218K +854 +39%
BCMLT
3561
Beacon Capital Management LLC (Tennessee)
Tennessee
$864K +$11K +43 +1%
WFPG
3562
Waller Financial Planning Group
Ohio
$863K -$68.1K -267 -8%
BMD
3563
Better Money Decisions
New Mexico
$860K +$3.57K +14 +0.5%
SFC
3564
Strategic Financial Concepts
Texas
$860K +$202K +793 +34%
WFAG
3565
Wescott Financial Advisory Group
Pennsylvania
$860K +$5.61K +22 +0.7%
VWA
3566
VSM Wealth Advisory
Maryland
$859K +$19.1K +75 +3%
CWM
3567
Centricity Wealth Management
Ohio
$859K -$35K -137 -4%
PWMA
3568
Pension & Wealth Management Advisors
Massachusetts
$857K -$75.5K -296 -9%
HCWM
3569
Hidden Cove Wealth Management
Washington
$856K +$49.8K +195 +7%
TC
3570
TAGStone Capital
North Carolina
$854K +$81.9K +321 +12%
CA
3571
CapWealth Advisors
Tennessee
$851K +$9.7K +38 +1%
FF
3572
Francis Financial
$851K +$45.4K +178 +6%
TCM
3573
Thoma Capital Management
Maryland
$851K -$12.5K -49 -2%
DFA
3574
DHK Financial Advisors
New Hampshire
$850K +$9.95K +39 +1%
TA
3575
TCM Advisors
West Virginia
$849K – – –
141 142
143
144 145