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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
4001
ShoreHaven Wealth Partners
New Jersey
$230K +$3.79K +18 +2%
GFP
4002
Guardian Financial Partners
California
$229K +$229K +1,088 New
AIA
4003
Accelerate Investment Advisors
California
$229K +$229K +1,086 New
HWMC
4004
Heritage Wealth Management (California)
California
$228K -$843 -4 -0.4%
PFG
4005
Pinnacle Financial Group
Illinois
$228K -$7.16K -34 -3%
HF
4006
Halpern Financial
Virginia
$228K -$21.1K -100 -8%
BCAM
4007
Boston Common Asset Management
Massachusetts
$228K -$211 -1 -0.1%
LL
4008
LPWM LLC
Minnesota
$228K – – –
RWM
4009
Revisor Wealth Management
Ohio
$227K +$227K +1,078 New
TCM
4010
Tradewinds Capital Management
Washington
$227K +$1.69K +8 +0.7%
LPP
4011
Life Planning Partners
Florida
$227K – – –
AC
4012
Annandale Capital
Texas
$227K – – –
W
4013
WPWealth
Texas
$227K -$22.3K -106 -9%
EFN
4014
Equita Financial Network
Pennsylvania
$226K +$225K +1,070 New
CPWM
4015
Cypress Point Wealth Management
Texas
$226K -$19.6K -93 -8%
IWP
4016
IAG Wealth Partners
Wisconsin
$226K – – –
CWMGP
4017
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$226K +$421 +2 +0.2%
EP
4018
EPIQ Partners
Minnesota
$225K – – –
NERM
4019
New England Research & Management
Illinois
$225K – – –
TPCM
4020
Templeton & Phillips Capital Management
Tennessee
$225K – – –
PA
4021
Parkside Advisors
California
$224K – – –
OCFG
4022
O'Connor Financial Group
Illinois
$224K +$2.11K +10 +0.9%
LSC
4023
Lesa Sroufe & Co
Washington
$224K – – –
RPA
4024
Rock Point Advisors
Vermont
$224K -$13.1K -62 -6%
NWWA
4025
New Wave Wealth Advisors
Arkansas
$223K – – –
159 160
161
162 163