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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
3576
Essex Investment Management
Massachusetts
$922K – – –
CA
3577
CapWealth Advisors
Tennessee
$921K -$5.06K -17 -0.6%
AFWM
3578
AMJ Financial Wealth Management
Virginia
$921K +$5.95K +20 +0.7%
CTWM
3579
Cherry Tree Wealth Management
Minnesota
$920K -$73.2K -246 -8%
RA
3580
Ruggaard & Associates
Ohio
$920K -$61K -205 -7%
WAG
3581
Wallace Advisory Group
California
$919K -$198K -666 -17%
CL
3582
CLG LLC
California
$916K +$7.73K +26 +0.9%
AIA
3583
AIMZ Investment Advisors
California
$913K – – –
SG
3584
Strid Group
Pennsylvania
$911K +$4.76K +16 +0.6%
SFC
3585
Strategic Financial Concepts
Texas
$911K -$75.5K -254 -8%
CIA
3586
Cascade Investment Advisors
Oregon
$910K -$119K -399 -12%
AWM
3587
Allen Wealth Management
North Carolina
$907K -$41.6K -140 -5%
PA
3588
Planning Alternatives
Michigan
$905K +$94.3K +317 +12%
BEW
3589
Burton Enright Welch
California
$904K +$105K +352 +14%
MWM
3590
Maripau Wealth Management
Indiana
$904K -$377K -1,266 -31%
PHWM
3591
Pine Harbor Wealth Management
Maryland
$903K +$80.6K +271 +10%
SWM
3592
Steinberganna Wealth Management
New York
$903K +$851K +2,861 New
TA
3593
TCM Advisors
West Virginia
$902K – – –
SAM
3594
Synergy Asset Management
Washington
$898K +$615K +2,068 +222%
BFS
3595
Burkett Financial Services
South Carolina
$898K -$85.4K -287 -9%
LFA
3596
Level Financial Advisors
New York
$897K +$332K +1,117 +65%
MA
3597
MKT Advisors
California
$897K +$3.57K +12 +0.4%
AIS
3598
American Investment Services
Massachusetts
$895K – – –
MPIA
3599
Milestones Private Investment Advisors
New York
$893K – – –
HFS
3600
Heritage Financial Services
Massachusetts
$893K +$102K +342 +14%
142 143
144
145 146