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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
3876
FOCUS Wealth Advisors
Texas
$260K +$34.2K +175 +16%
C
3877
Covestor
United Kingdom
$260K -$123K -630 -33%
RW
3878
RVW Wealth
California
$259K +$251K +1,282 New
WWG
3879
West Wealth Group
California
$259K +$978 +5 +0.4%
TFG
3880
Tilson Financial Group
New Jersey
$259K -$196 -1 -0.1%
ICM
3881
Intrepid Capital Management
Florida
$258K +$19.6K +100 +8%
ETS
3882
ESL Trust Services
New York
$258K +$24.8K +127 +11%
RWM
3883
Raffa Wealth Management
District of Columbia
$258K +$20.5K +105 +9%
UC
3884
Unio Capital
New Jersey
$257K -$40.7K -208 -14%
FWS
3885
FinDec Wealth Services
California
$257K -$3.32K -17 -1%
AAS
3886
Asset Allocation Strategies
Michigan
$257K -$19K -97 -7%
PSC
3887
Prentiss Smith & Co
Vermont
$257K – – –
KWA
3888
Kellett Wealth Advisors
Ohio
$257K +$248K +1,269 New
BBNB
3889
Baker Boyer National Bank
Washington
$256K -$18.4K -94 -7%
BIM
3890
Bullseye Investment Management
Ohio
$255K +$240K +1,228 New
HIS
3891
Horizon Investment Services
Indiana
$255K – – –
CWM
3892
CCG Wealth Management
California
$254K +$17.8K +91 +8%
RFP
3893
Root Financial Partners
California
$254K -$38.3K -196 -14%
MCM
3894
MontVue Capital Management
Virginia
$253K +$245K +1,253 New
4WM
3895
4J Wealth Management
Virginia
$253K +$196 +1 +0.1%
MWA
3896
Muirfield Wealth Advisors
North Carolina
$253K +$12.3K +63 +5%
GCM
3897
G2 Capital Management
Ohio
$252K – – –
AP
3898
Aspect Partners
Virginia
$251K -$10.2K -52 -4%
CMP
3899
Coston McIsaac & Partners
Maine
$250K -$3.91K -20 -2%
HSWM
3900
Hubbell Strickland Wealth Management
Louisiana
$250K -$391 -2 -0.2%
154 155
156
157 158