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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
B
3976
Bellecapital
Switzerland
$240K +$240K +1,140 New
CWMS
3977
Cannon Wealth Management Services
North Carolina
$240K +$240K +1,138 New
LGW
3978
Leslie Global Wealth
Illinois
$240K +$240K +1,138 New
MCM
3979
MontVue Capital Management
Virginia
$240K -$24.4K -116 -9%
EIA
3980
Eastover Investment Advisors
North Carolina
$239K – – –
BMMM
3981
Boston Mountain Money Management
Arkansas
$239K +$239K +1,133 New
CIA
3982
Caerus Investment Advisors
Texas
$239K – – –
PWA
3983
PCG Wealth Advisors
Kansas
$239K +$239K +1,133 New
CWP
3984
Corepath Wealth Partners
Arizona
$238K +$20K +95 +10%
IWS
3985
Integrity Wealth Solutions
Colorado
$238K +$238K +1,129 New
SHIM
3986
Stone House Investment Management
Pennsylvania
$238K -$3.16K -15 -1%
WWM
3987
Wiser Wealth Management
Georgia
$236K +$18.3K +87 +8%
AAM
3988
Auxier Asset Management
Oregon
$235K -$4.63K -22 -2%
OWM
3989
Orgel Wealth Management
Wisconsin
$235K +$7.58K +36 +3%
SCM
3990
Stonehearth Capital Management
Massachusetts
$235K -$6.74K -32 -3%
PWP
3991
Parkwoods Wealth Partners
New York
$234K +$234K +1,110 New
DWAM
3992
Duncan Williams Asset Management
Tennessee
$234K +$234K +1,109 New
Eagle Capital Management (New York)
3993
Eagle Capital Management (New York)
New York
$234K – – –
FSWA
3994
Financial Synergies Wealth Advisors
Texas
$234K +$233K +1,108 New
JSA
3995
Jim Saulnier & Associates
Colorado
$234K +$233K +1,108 New
MPW
3996
MA Private Wealth
California
$234K +$3.16K +15 +1%
4WM
3997
4J Wealth Management
Virginia
$233K -$31.6K -150 -12%
AWP
3998
Avid Wealth Partners
Texas
$232K – – –
HI
3999
Human Investing
Oregon
$232K +$231K +1,098 New
2L
4000
25 LLC
Missouri
$230K +$10.1K +48 +5%