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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
4051
CapitalatWork SA
$406K – – –
RRCM
4052
Rappaport Reiches Capital Management
Illinois
$406K +$150K +587 +55%
EWA
4053
Emergent Wealth Advisors
New York
$406K -$95.1K -373 -18%
GCA
4054
Genesee Capital Advisors
New York
$404K +$1.53K +6 +0.4%
MGAM
4055
McGowan Group Asset Management
Texas
$404K +$4.59K +18 +1%
TLA
4056
Tanglewood Legacy Advisors
Texas
$403K -$3.31K -13 -0.8%
AIFAIM
4057
American Institute for Advanced Investment Management
Arizona
$402K +$76.5K +300 +22%
KWA
4058
Kellett Wealth Advisors
Ohio
$401K +$38.8K +152 +10%
TLFA
4059
True Link Financial Advisors
California
$401K +$98.4K +386 +31%
CWA
4060
CogentBlue Wealth Advisors
Tennessee
$401K +$151K +594 +57%
PWM
4061
Pinnacle Wealth Management
California
$400K -$2.13M -8,359 -84%
AWC
4062
Adamsbrown Wealth Consultants
Kansas
$399K +$50.5K +198 +14%
MQWP
4063
Morey & Quinn Wealth Partners
Nebraska
$399K +$35.2K +138 +9%
SWIA
4064
Solano Wealth Investment Advisors
California
$399K -$255 -1 -0.1%
FAM
4065
Flaharty Asset Management
Florida
$399K -$25.5K -100 -6%
PBF
4066
Petix & Botte Financial
California
$396K – – –
PWA
4067
Physician Wealth Advisors
Utah
$394K -$1.53K -6 -0.4%
PCA
4068
Private Capital Advisors
Connecticut
$392K – – –
CA
4069
CWC Advisors
Oregon
$392K +$408K +1,599 New
WQ
4070
Wealth Quarterback
New Jersey
$391K -$7.9K -31 -2%
SGI
4071
Swan Global Investments
Colorado
$391K +$119K +465 +41%
NPI
4072
New Perspectives Inc
Mississippi
$391K – – –
EI
4073
EDMP Inc
Florida
$390K -$14.3K -56 -3%
AWAU
4074
Alliance Wealth Advisors (Utah)
Utah
$390K -$7.14K -28 -2%
FYW
4075
Future You Wealth
New York
$389K -$7.14K -28 -2%
161 162
163
164 165