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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
2WWM
3951
21 West Wealth Management
California
$544K +$479K +1,877 New
R
3952
Rebalance
California
$544K -$16.6K -65 -3%
FWMP
3953
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$542K +$2.3K +9 +0.5%
EA
3954
Echo45 Advisors
California
$542K -$4.59K -18 -1%
CSA
3955
Cornerstone Select Advisors
Missouri
$541K -$50.3K -197 -10%
AM
3956
Atwater Malick
Pennsylvania
$540K – – –
DFA
3957
DHJJ Financial Advisors
Illinois
$539K -$766 -3 -0.2%
KAM
3958
Knightsbridge Asset Management
California
$539K +$113K +444 +31%
CCA
3959
Cadent Capital Advisors
Oklahoma
$538K -$19.1K -75 -4%
PWP
3960
Parkwoods Wealth Partners
New York
$537K +$190K +743 +67%
CFP
3961
Comprehensive Financial Planning
Pennsylvania
$537K +$2.04K +8 +0.4%
KCAM
3962
Kagan Cocozza Asset Management
New Jersey
$536K -$1.28K -5 -0.3%
LIG
3963
Lokken Investment Group
Delaware
$536K -$80.9K -317 -15%
CWA
3964
CogentBlue Wealth Advisors
Tennessee
$535K +$54.4K +213 +13%
WHCI
3965
W.H. Cornerstone Investments
Massachusetts
$535K -$60K -235 -11%
DWM
3966
Denver Wealth Management
Colorado
$535K -$3.32K -13 -0.7%
GFA
3967
Gladwyn Financial Advisors
Virginia
$534K +$470K +1,842 New
RAG
3968
RIA Advisory Group
Iowa
$534K -$19.6K -77 -4%
PCM
3969
Pennsylvania Capital Management
Pennsylvania
$533K -$24.2K -95 -5%
SC
3970
Schiavi & Co
Delaware
$531K – – –
FAN
3971
Financial Advisors Network
California
$531K -$14.3K -56 -3%
PRI
3972
Prepared Retirement Institute
Pennsylvania
$528K +$83.2K +326 +22%
ARMT
3973
Amica Retiree Medical Trust
Rhode Island
$528K – – –
EFL
3974
ERn Financial LLC
Wisconsin
$528K -$1.2M -4,693 -72%
LFP
3975
Leeward Financial Partners
Washington
$527K +$229K +899 +98%
157 158
159
160 161