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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMNC
4001
Piedmont Capital Management (North Carolina)
North Carolina
$742K -$45.7K -147 -6%
EP
4002
Ehrenkranz Partners
New York
$742K – – –
DP
4003
Denver PWM
Colorado
$742K +$38.8K +125 +7%
BWCS
4004
Beirne Wealth Consulting Services
Connecticut
$737K -$41.6K -134 -6%
S
4005
Sachetta
Massachusetts
$737K +$14.9K +48 +2%
OCG
4006
Opus Capital Group
Ohio
$736K -$15.8K -51 -2%
WP
4007
Waycross Partners
Kentucky
$736K – – –
JCM
4008
J2 Capital Management
Michigan
$735K +$280K +902 +67%
CIAS
4009
CBIZ Investment Advisory Services
Ohio
$735K – – –
BIA
4010
Bell Investment Advisors
California
$735K +$932 +3 +0.1%
BBWP
4011
Beacon Bridge Wealth Partners
Pennsylvania
$734K +$91K +293 +15%
LWA
4012
LifeGoal Wealth Advisors
New York
$734K +$119K +383 +21%
MCM
4013
M1 Capital Management
Michigan
$734K -$1.86K -6 -0.3%
SHF
4014
Safe Harbor Fiduciary
Florida
$734K +$1.24K +4 +0.2%
DWML
4015
Decker Wealth Management LLC
Tennessee
$734K – – –
FCM
4016
Fourpath Capital Management
Oklahoma
$733K -$1.55K -5 -0.2%
PGWM
4017
Pitti Group Wealth Management
New York
$733K +$621 +2 +0.1%
RFA
4018
RTD Financial Advisors
Pennsylvania
$733K +$696K +2,240 New
DWM
4019
Darwin Wealth Management
Florida
$732K +$16.1K +52 +2%
OIS
4020
OneAscent Investment Solutions
Alabama
$730K -$24.2K -78 -3%
VFP
4021
Vilga Financial Planning
New Jersey
$730K +$14.9K +48 +2%
OA
4022
Oxbow Advisors
Texas
$729K +$380K +1,224 +122%
WCM
4023
Wealthcare Capital Management
Virginia
$727K -$2.17K -7 -0.3%
DWS
4024
Dynamic Wealth Strategies
California
$727K +$12.1K +39 +2%
SCA
4025
Southern Capital Advisors
Tennessee
$726K +$3.1K +10 +0.5%
159 160
161
162 163