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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3601
TMD Wealth Management
Arizona
$317K – – –
CM
3602
Columbus Macro
Pennsylvania
$316K -$6.21K -41 -2%
MWA
3603
Motive Wealth Advisors
Michigan
$315K -$96.8K -639 -26%
DC
3604
Defender Capital
North Carolina
$315K -$1.21K -8 -0.4%
SC
3605
Schiavi & Co
Delaware
$314K – – –
HWM
3606
HFR Wealth Management
New York
$314K – – –
PPWM
3607
Paragon Private Wealth Management
Kentucky
$314K +$279K +1,844 New
RJTCONH
3608
Raymond James Trust Company of New Hampshire
New Hampshire
$313K -$7.43K -49 -3%
ONSWM
3609
Old North State Wealth Management
North Carolina
$313K +$42.3K +279 +18%
VLC
3610
Van Leeuwen & Company
New Jersey
$312K +$3.94K +26 +1%
SSW
3611
Smith Shellnut Wilson
Mississippi
$312K – – –
AGM
3612
Alpine Global Management
New York
$311K +$277K +1,831 New
GWA
3613
Gratus Wealth Advisors
Virginia
$310K +$276K +1,823 New
AM
3614
Atwater Malick
Pennsylvania
$310K +$276K +1,823 New
GAA
3615
Guardian Asset Advisors
Pennsylvania
$310K +$276K +1,822 New
DP
3616
Denver PWM
Colorado
$310K -$44.3K -292 -14%
SWMG
3617
Sanchez Wealth Management Group
Florida
$309K -$2.27K -15 -0.8%
AAM
3618
Ameraudi Asset Management
New York
$309K – – –
FZCM
3619
Flynn Zito Capital Management
New York
$308K +$11.2K +74 +4%
FAN
3620
Financial Advisors Network
California
$308K -$54.6K -360 -17%
IPW
3621
IronBridge Private Wealth
Texas
$305K +$22.1K +146 +9%
CCIA
3622
Cherry Creek Investment Advisors
Colorado
$305K +$1.97K +13 +0.7%
SFMG
3623
Sage Financial Management Group
Virginia
$304K +$271K +1,787 New
TFP
3624
Traction Financial Partners
Wyoming
$304K +$271K +1,786 New
EWA
3625
Emergent Wealth Advisors
New York
$303K +$270K +1,783 New
143 144
145
146 147