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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
4026
Pachira Investments
California
$673K +$26.7K +88 +4%
SIMC
4027
Squire Investment Management Company
Utah
$672K -$4.55K -15 -0.7%
BBA
4028
Braun-Bostich & Associates
Pennsylvania
$672K -$18.8K -62 -3%
KC
4029
Knuff & Co
California
$671K -$26.4K -87 -4%
BWS
4030
Broadway Wealth Solutions
Texas
$671K +$34.6K +114 +5%
FGI
4031
Foresight Global Investors
New York
$670K – – –
RSWA
4032
Robinson Smith Wealth Advisors
Maine
$670K – – –
CGH
4033
CMG Global Holdings
Texas
$670K -$5.16K -17 -0.7%
GWA
4034
Gratus Wealth Advisors
Virginia
$670K +$122K +403 +22%
EP
4035
Ehrenkranz Partners
New York
$667K -$57.4K -189 -8%
LBC
4036
Leigh Baldwin & Co
New York
$665K +$56.8K +187 +9%
CWMP
4037
Clarion Wealth Managment Partners
Virginia
$664K +$607 +2 +0.1%
CCM
4038
Carderock Capital Management
Maryland
$662K +$485K +1,597 +244%
MCM
4039
M1 Capital Management
Michigan
$661K – – –
WP
4040
Waycross Partners
Kentucky
$661K – – –
LFA
4041
Level Financial Advisors
New York
$661K -$177K -582 -21%
FCM
4042
Fourpath Capital Management
Oklahoma
$661K -$3.04K -10 -0.4%
BIA
4043
Bell Investment Advisors
California
$660K +$20.9K +69 +3%
DWML
4044
Decker Wealth Management LLC
Tennessee
$659K -$3.94K -13 -0.6%
WQ
4045
Wealth Quarterback
New Jersey
$659K +$199K +655 +41%
SM
4046
Sensible Money
Arizona
$659K -$2.73K -9 -0.4%
SHF
4047
Safe Harbor Fiduciary
Florida
$658K -$4.55K -15 -0.7%
PGWM
4048
Pitti Group Wealth Management
New York
$658K +$9.11K +30 +1%
WCM
4049
Wealthcare Capital Management
Virginia
$656K – – –
CFA
4050
Camarda Financial Advisors
Florida
$656K -$2.54M -8,357 -79%
160 161
162
163 164