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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3776
Clearview Wealth Advisors
Oregon
$941K -$35.6K -115 -4%
RWM
3777
Reston Wealth Management
Virginia
$941K +$150K +485 +20%
WFS
3778
WealthGarden F.S.
California
$939K -$8.05K -26 -0.8%
RA
3779
Ruggaard & Associates
Ohio
$937K -$3.1K -10 -0.3%
HC
3780
Hourglass Capital
Texas
$936K -$186K -600 -17%
SWM
3781
Steinberganna Wealth Management
New York
$936K +$13.3K +43 +2%
PWMA
3782
Pension & Wealth Management Advisors
Massachusetts
$936K -$33.4K -108 -4%
MWM
3783
Mindset Wealth Management
Indiana
$932K -$30.3K -98 -3%
WWG
3784
West Wealth Group
California
$932K +$2.79K +9 +0.3%
RBC
3785
Roble Belko & Company
Pennsylvania
$931K +$146K +470 +19%
AFWM
3786
AMJ Financial Wealth Management
Virginia
$931K -$9.6K -31 -1%
SP
3787
Symmetry Partners
Connecticut
$930K -$24.1K -78 -3%
IPA
3788
Investment Planning Advisors
Georgia
$930K +$101K +325 +13%
CIA
3789
Cascade Investment Advisors
Oregon
$929K – – –
CL
3790
CLG LLC
California
$926K -$9.91K -32 -1%
MF
3791
Meridian Financial
Massachusetts
$923K -$71.2K -230 -7%
MPCL
3792
My Personal CFO LLC
Washington
$922K +$335K +1,082 +61%
TA
3793
TCM Advisors
West Virginia
$921K – – –
B
3794
Bayban
Minnesota
$921K +$885K +2,858 New
AT
3795
Arlington Trust
Alabama
$920K -$3.26M -10,528 -79%
BL
3796
Balentine LLC
Georgia
$919K +$19.8K +64 +2%
CTWM
3797
Cherry Tree Wealth Management
Minnesota
$918K -$21.7K -70 -2%
MWP
3798
Meridian Wealth Partners
Pennsylvania
$916K -$39K -126 -4%
HCP
3799
Holt Capital Partners
Texas
$916K +$31K +100 +4%
MPIA
3800
Milestones Private Investment Advisors
New York
$912K – – –
150 151
152
153 154