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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3751
Maripau Wealth Management
Indiana
$970K +$43.3K +140 +5%
FCM
3752
Fortis Capital Management
Washington
$969K +$69K +223 +8%
ACM
3753
Alessandra Capital Management
California
$968K +$930K +3,005 New
LWM
3754
LongView Wealth Management
Georgia
$968K -$25.1K -81 -3%
PA
3755
Planning Alternatives
Michigan
$967K +$41.5K +134 +5%
FM
3756
Freemont Management
Switzerland
$967K +$619K +2,000 +200%
HWA
3757
Hillcrest Wealth Advisors
New Jersey
$965K – – –
SWM
3758
Stronghold Wealth Management
Florida
$965K +$927K +2,994 New
RMC
3759
Ring Mountain Capital
California
$962K +$2.79K +9 +0.3%
PIM
3760
Profit Investment Management
Maryland
$962K – – –
BCMLT
3761
Beacon Capital Management LLC (Tennessee)
Tennessee
$961K -$35.3K -114 -4%
AWM
3762
Allen Wealth Management
North Carolina
$960K +$32.2K +104 +4%
VPP
3763
Vertex Planning Partners
Illinois
$959K +$157K +506 +20%
WFA
3764
WMG Financial Advisors
Tennessee
$959K +$2.79K +9 +0.3%
FA
3765
FSA Advisors
Michigan
$956K -$204K -659 -18%
BDFN
3766
Bond & Devick Financial Network
Minnesota
$956K +$5.26K +17 +0.6%
CCP
3767
Carmel Capital Partners
California
$955K +$373K +1,206 +69%
SWG
3768
Summit Wealth Group
Vermont
$953K +$64.1K +207 +8%
PPC
3769
Pennington Partners & Co
Maryland
$953K -$39.9K -129 -4%
PCMC
3770
Paragon Capital Management (Colorado)
Colorado
$952K -$27.2K -88 -3%
LRWM
3771
Lord & Richards Wealth Management
Colorado
$951K -$843K -2,724 -48%
SG
3772
Strid Group
Pennsylvania
$951K +$19.2K +62 +2%
GAA
3773
Global Assets Advisory
Florida
$951K -$17.3K -56 -2%
PHWM
3774
Pine Harbor Wealth Management
Maryland
$950K +$26.3K +85 +3%
MC
3775
Miramontes Capital
California
$950K +$912K +2,947 New
149 150
151
152 153