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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
3951
Panoramic Capital Partners
Oregon
$725K +$12.7K +42 +2%
FWM
3952
Foguth Wealth Management
Michigan
$724K +$100K +330 +16%
TPWA
3953
Twin Peaks Wealth Advisors
California
$724K +$3.04K +10 +0.4%
SFS
3954
Sharp Financial Services
Pennsylvania
$723K +$192K +634 +35%
BAMG
3955
Brand Asset Management Group
Missouri
$723K +$49.2K +162 +7%
SW
3956
SMART Wealth
Nebraska
$722K -$38.8K -128 -5%
HPWM
3957
High Point Wealth Management
New Jersey
$722K +$205K +675 +38%
PCM
3958
Prospera Capital Management
Arizona
$721K +$3.04K +10 +0.4%
CNWM
3959
Clay Northam Wealth Management
California
$720K +$3.04K +10 +0.4%
TLFA
3960
True Link Financial Advisors
California
$717K +$36.4K +120 +5%
TWM
3961
Troutman Wealth Management
Pennsylvania
$717K -$303 -1 -0%
CSW
3962
Cogent Strategic Wealth
Illinois
$715K +$369K +1,216 +100%
PSA
3963
Plum Street Advisors
Louisiana
$715K +$2.73K +9 +0.4%
JC
3964
Jacobs & Co
California
$715K +$17.3K +57 +2%
JA
3965
JVL Associates
Michigan
$714K +$110K +363 +18%
CFGSD
3966
Compass Financial Group (South Dakota)
South Dakota
$714K +$115K +380 +19%
RCM
3967
Rockbridge Capital Management
Virginia
$713K – – –
FA
3968
FDx Advisors
Illinois
$713K +$736K +2,425 New
IPW
3969
Intergy Private Wealth
Colorado
$713K +$27K +89 +4%
SH
3970
SLT Holdings
Arizona
$712K +$16.4K +54 +2%
LJCM
3971
Lee Johnson Capital Management
Texas
$711K -$6.62M -21,827 -90%
WWP
3972
Wise Wealth Partners
Arizona
$710K -$38.2K -126 -5%
PCMNC
3973
Piedmont Capital Management (North Carolina)
North Carolina
$710K +$14.3K +47 +2%
CRIG
3974
Charter Research & Investment Group
Connecticut
$708K +$66.8K +220 +10%
AIA
3975
Arbor Investment Advisors
North Carolina
$707K +$49.5K +163 +7%
157 158
159
160 161