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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
3801
RAM Investment Partners
Washington
$229K +$204K +1,346 New
ELM
3802
Elite Life Management
Florida
$229K +$204K +1,346 New
HHGA
3803
Halbert Hargrove Global Advisors
California
$228K +$203K +1,341 New
PFM
3804
Peak Financial Management
Massachusetts
$228K +$203K +1,340 New
AFO
3805
Arrowroot Family Office
California
$228K -$6.37K -42 -3%
AP
3806
Aspect Partners
Virginia
$227K +$202K +1,333 New
CCA
3807
Cadent Capital Advisors
Oklahoma
$226K +$202K +1,331 New
FWM
3808
Fortress Wealth Management
California
$226K +$202K +1,330 New
SIM
3809
Sterling Investment Management
Arizona
$226K +$202K +1,330 New
RK
3810
Rather & Kittrell
Tennessee
$226K +$201K +1,327 New
EC
3811
Eaton-Cambridge
Arizona
$224K +$199K +1,316 New
AAS
3812
Asset Allocation Strategies
Michigan
$223K +$199K +1,313 New
TFG
3813
Tilson Financial Group
New Jersey
$223K +$199K +1,311 New
AWM
3814
AAF Wealth Management
Massachusetts
$223K +$199K +1,310 New
CWA
3815
Centennial Wealth Advisory
Michigan
$222K -$13.3K -88 -6%
VBFP
3816
Valtinson Bruner Financial Planning
Minnesota
$222K -$35.8K -236 -15%
SFP
3817
Sterling Financial Planning
New Jersey
$222K -$22.7K -150 -10%
CMP
3818
Coston McIsaac & Partners
Maine
$222K +$6.67K +44 +3%
AWC
3819
Adamsbrown Wealth Consultants
Kansas
$222K +$198K +1,305 New
NCM
3820
Northwest Capital Management
Oregon
$222K – – –
EI
3821
EDMP Inc
Florida
$221K +$197K +1,301 New
OA
3822
Oxbow Advisors
Texas
$221K +$197K +1,300 New
D
3823
Dentgroup
Louisiana
$220K -$40.5K -267 -17%
A
3824
AJOVista
Massachusetts
$220K +$196K +1,291 New
RFN
3825
Redwood Financial Network
Ohio
$219K +$195K +1,288 New
151 152
153
154 155