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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3851
Cascade Investment Advisors
Oregon
$792K -$58.6K -193 -7%
WFPG
3852
Waller Financial Planning Group
Ohio
$790K +$303 +1 +0%
IIA
3853
ICW Investment Advisors
Arizona
$789K +$1.82K +6 +0.2%
GSIS
3854
Global Strategic Investment Solutions
Arizona
$789K +$16.7K +55 +2%
SPA
3855
Sound Portfolio Advisors
Connecticut
$787K +$812K +2,677 New
GHA
3856
Good Harbor Advisors
Massachusetts
$787K -$22.8K -75 -3%
CWA
3857
Centerline Wealth Advisors
Kentucky
$786K -$34K -112 -4%
SHFP
3858
Second Half Financial Partners
Florida
$785K -$517K -1,705 -39%
OCA
3859
Odyssey Capital Advisors
Pennsylvania
$784K +$303 +1 +0%
RBC
3860
Roble Belko & Company
Pennsylvania
$784K -$68.3K -225 -8%
WWM
3861
Westwood Wealth Management
California
$783K -$172K -568 -18%
HBWM
3862
Hollow Brook Wealth Management
New York
$783K -$6.68K -22 -0.8%
BCG
3863
Bravias Capital Group
New Jersey
$782K -$488K -1,608 -38%
CSA
3864
Cornerstone Select Advisors
Missouri
$782K +$164K +541 +26%
RLIM
3865
Red Lighthouse Investment Management
New York
$782K +$806K +2,657 New
VWA
3866
VSM Wealth Advisory
Maryland
$781K +$303 +1 +0%
TWA
3867
Tandem Wealth Advisors
Arizona
$781K +$96.2K +317 +14%
CCA
3868
Coign Capital Advisors
Utah
$781K +$303 +1 +0%
KFP
3869
Kerr Financial Planning
California
$779K +$29.1K +96 +4%
BWP
3870
Bernardo Wealth Planning
Pennsylvania
$779K +$48.6K +160 +6%
CAM
3871
Claret Asset Management
Quebec, Canada
$777K -$10.6K -35 -1%
EF
3872
Entrust Financial
Pennsylvania
$776K -$6.37K -21 -0.8%
PCM
3873
Presidio Capital Management
California
$774K +$21.2K +70 +3%
SFC
3874
Swisher Financial Concepts
Ohio
$774K +$8.5K +28 +1%
CAM
3875
Concorde Asset Management
Michigan
$774K -$171K -564 -18%
153 154
155
156 157