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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
3651
Western Financial Corp
California
$1.08M +$34.8K +112 +4%
BWM
3652
BCS Wealth Management
Tennessee
$1.08M +$102K +329 +11%
CSA
3653
Cornerstone Select Advisors
Missouri
$1.08M +$200K +644 +24%
TMC
3654
Themes Management Co
Connecticut
$1.08M -$162K -522 -14%
SGCM
3655
Sanchez Gaunt Capital Management
Nevada
$1.08M -$37.9K -122 -4%
EBSAM
3656
Eubel Brady & Suttman Asset Management
Ohio
$1.07M – – –
MWM
3657
Mascoma Wealth Management
New Hampshire
$1.07M -$29.8K -96 -3%
WCG
3658
Weaver Consulting Group
California
$1.07M -$621 -2 -0.1%
MWA
3659
Motive Wealth Advisors
Michigan
$1.07M -$5.9K -19 -0.6%
TC
3660
Tacita Capital
Ontario, Canada
$1.07M – – –
CA
3661
Capital Advantage
California
$1.07M -$3.1K -10 -0.3%
CC
3662
Clearwave Capital
California
$1.07M +$199K +640 +24%
IIM
3663
Illumine Investment Management
Washington
$1.07M -$1.01M -3,241 Closed
BCMLT
3664
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.06M +$162K +523 +19%
PWM
3665
Partners Wealth Management
California
$1.06M – – –
VPP
3666
Vertex Planning Partners
Illinois
$1.06M +$44.4K +143 +5%
SLA
3667
Silver Lake Advisory
Utah
$1.06M -$7.14K -23 -0.7%
AG
3668
AmeriFlex Group
Nevada
$1.06M +$18.3K +59 +2%
NWM
3669
Nova Wealth Management
Florida
$1.06M +$8.07K +26 +0.8%
RCA
3670
Rose Capital Advisors
Florida
$1.06M +$1M +3,234 New
BFG
3671
Beto Financial Group
Idaho
$1.06M -$14.3K -46 -1%
FWP
3672
Flatrock Wealth Partners
California
$1.06M +$152K +489 +18%
IFA
3673
Index Fund Advisors
California
$1.05M +$69.9K +225 +8%
WAM
3674
Wallington Asset Management
Indiana
$1.05M – – –
SM
3675
Salzhauer Michael
$1.05M – – –
145 146
147
148 149