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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
W
3926
WPWealth
Texas
$239K -$13.7K -70 -6%
OAJ
3927
Ogorek Anthony Joseph
New York
$238K +$978 +5 +0.4%
AWM
3928
Arista Wealth Management
Nevada
$238K +$230K +1,175 New
AC
3929
AIFG Consultants
New York
$237K +$2.54K +13 +1%
EIA
3930
Eastover Investment Advisors
North Carolina
$237K – – –
AA
3931
Acorns Advisers
California
$237K +$229K +1,171 New
CIAS
3932
CBIZ Investment Advisory Services
Ohio
$237K +$196 +1 +0.1%
EC
3933
EntryPoint Capital
New York
$236K +$228K +1,166 +116,600%
HWA
3934
Hilltop Wealth Advisors
North Carolina
$236K +$22.9K +117 +11%
CPWM
3935
Cypress Point Wealth Management
Texas
$235K +$5.47K +28 +2%
SAM
3936
Satovsky Asset Management
New York
$235K +$978 +5 +0.4%
FI
3937
FWG Investments
Kentucky
$234K -$978 -5 -0.4%
ARG
3938
Advisory Resource Group
Oklahoma
$234K – – –
MFG
3939
MTM Financial Group
Pennsylvania
$234K – – –
ECAM
3940
East Coast Asset Management
Massachusetts
$234K -$97.8K -500 -30%
GWA
3941
Geometric Wealth Advisors
District of Columbia
$233K – – –
KCIC
3942
Kuhn & Co Investment Counsel
Illinois
$233K -$13.7K -70 -6%
EE
3943
EWG Elevate
California
$233K +$19.6K +100 +10%
PHM
3944
Prospect Hill Management
New Jersey
$233K – – –
SCM
3945
Stonehearth Capital Management
Massachusetts
$232K +$6.26K +32 +3%
VSQM
3946
V-Square Quantitative Management
Illinois
$231K -$1M -5,124 -82%
SHIM
3947
Stone House Investment Management
Pennsylvania
$231K +$3.13K +16 +1%
SPA
3948
Sentinel Pension Advisors
Massachusetts
$231K -$8.6K -44 -4%
AAM
3949
Auxier Asset Management
Oregon
$230K -$5.08K -26 -2%
IW
3950
Instrumental Wealth
Florida
$230K +$9.19K +47 +4%
156 157
158
159 160