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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
4051
Wealthcare Capital Management
Virginia
$727K -$2.17K -7 -0.3%
DWS
4052
Dynamic Wealth Strategies
California
$727K +$12.1K +39 +2%
SCA
4053
Southern Capital Advisors
Tennessee
$726K +$3.1K +10 +0.5%
CFG
4054
Copley Financial Group
California
$726K -$149K -481 -18%
CFG
4055
Compton Financial Group
Maryland
$725K – – –
GWA
4056
Gratus Wealth Advisors
Virginia
$725K -$19.9K -64 -3%
WAN
4057
Wealth Advisors Northwest
Oregon
$725K +$44.7K +144 +7%
AWP
4058
Avid Wealth Partners
Texas
$724K -$46.9K -151 -6%
APW
4059
Allied Private Wealth
Florida
$724K +$679K +2,188 New
CCIA
4060
Cherry Creek Investment Advisors
Colorado
$723K +$20.5K +66 +3%
CWMP
4061
Clarion Wealth Managment Partners
Virginia
$723K -$14.9K -48 -2%
IA
4062
IMZ Advisory
Florida
$722K -$40.4K -130 -6%
TF
4063
Tenzing Financial
Virginia
$721K +$35.4K +114 +6%
CHIA
4064
Copper Harbor Investment Advisors
Wisconsin
$719K +$682K +2,196 New
AF
4065
ASL Financial
California
$719K – – –
QCIG
4066
Quad-Cities Investment Group
Iowa
$719K -$4.66K -15 -0.7%
LFWA
4067
LiftPoint Family Wealth Advisors
New Jersey
$718K +$330K +1,062 +94%
CW
4068
Cedarwood Wealth
Colorado
$718K +$71.1K +229 +12%
MFS
4069
McNamara Financial Services
Massachusetts
$718K – – –
AWC
4070
Adamsbrown Wealth Consultants
Kansas
$717K +$147K +472 +27%
WLIM
4071
White Lighthouse Investment Management
Massachusetts
$716K -$161K -520 -19%
TS
4072
Tamar Securities
California
$713K -$67.1K -216 -9%
OA
4073
Oceanside Advisors
South Carolina
$712K – – –
DWP
4074
Destiny Wealth Partners
Florida
$711K -$4.77M -15,364 -88%
LFA
4075
Level Financial Advisors
New York
$711K -$23.3K -75 -3%
161 162
163
164 165