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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRWM
3851
Shira Ridge Wealth Management
California
$518K +$17.6K +69 +3%
PCMM
3852
Piedmont Capital Management (Montana)
Montana
$518K -$2.29K -9 -0.4%
BCB
3853
Brian C. Broderick
$518K – – –
NC
3854
NovaPoint Capital
Georgia
$518K -$28.6K -112 -5%
CC
3855
Capital Counsel
New York
$517K +$140K +549 +35%
CFO
3856
Capitol Family Office
Oregon
$517K +$537K +2,108 New
SO
3857
Sierra Ocean
California
$517K +$59.4K +233 +12%
CCA
3858
Catalyst Capital Advisors
New York
$517K +$167K +655 +45%
CFG
3859
Compton Financial Group
Maryland
$515K – – –
AIM
3860
Arcadia Investment Management
Michigan
$514K – – –
VFP
3861
Verus Financial Partners
Virginia
$513K +$74.2K +291 +15%
BWS
3862
Broadway Wealth Solutions
Texas
$511K -$105K -412 -17%
GAMC
3863
Garner Asset Management Corp
Texas
$510K -$30.1K -118 -5%
WHCI
3864
W.H. Cornerstone Investments
Massachusetts
$510K +$1.53K +6 +0.3%
IDA
3865
Intelligence Driven Advisers
California
$509K -$209K -821 -28%
GAA
3866
Global Assets Advisory
Florida
$508K -$276K -1,084 -33%
RWM
3867
Ruedi Wealth Management
Illinois
$507K +$255 +1 +0%
DQRIM
3868
Dale Q Rice Investment Management
Washington
$507K -$2.04K -8 -0.4%
CPW
3869
Catalyst Private Wealth
California
$507K +$2.8K +11 +0.5%
CWA
3870
Centennial Wealth Advisory
Michigan
$506K +$40.3K +158 +8%
CSA
3871
Cornerstone Select Advisors
Missouri
$506K +$8.92K +35 +2%
RWA
3872
Rooted Wealth Advisors
Illinois
$506K +$7.9K +31 +1%
BIP
3873
Blue Investment Partners
California
$506K – – –
SFFS
3874
Stonehage Fleming Financial Services
Jersey
$506K – – –
KFS
3875
Kaizen Financial Strategies
California
$506K +$1.78K +7 +0.3%
153 154
155
156 157