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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ELM
4051
Elite Life Management
Florida
$516K +$14.3K +48 +3%
EE
4052
EWG Elevate
California
$514K +$22K +74 +5%
SHWM
4053
Smith & Howard Wealth Management
Georgia
$513K -$110K -370 -19%
SWIA
4054
Solano Wealth Investment Advisors
California
$513K -$297 -1 -0.1%
CFGA
4055
Cambridge Financial Group (Arizona)
Arizona
$512K +$41.6K +140 +9%
KCAM
4056
Kagan Cocozza Asset Management
New Jersey
$512K -$67.2K -226 -12%
EMCIP
4057
Ewing Morris & Co Investment Partners
Ontario, Canada
$511K -$11K -37 -2%
ORI
4058
Oak Ridge Investments
Illinois
$510K +$75.2K +253 +19%
HPC
4059
Hobart Private Capital
North Carolina
$510K +$42.8K +144 +10%
PBF
4060
Petix & Botte Financial
California
$510K – – –
GWM
4061
GK Wealth Management
Nevada
$508K +$33.3K +112 +7%
DP
4062
Denver PWM
Colorado
$507K – – –
CC
4063
Colrain Capital
Massachusetts
$505K +$29.7K +100 +7%
IDBONY
4064
Israel Discount Bank of New York
New York
$504K -$8.92K -30 -2%
CA
4065
CWC Advisors
Oregon
$504K – – –
FDS
4066
Freedom Day Solutions
Texas
$503K +$11.6K +39 +3%
EI
4067
EDMP Inc
Florida
$501K – – –
SA
4068
Shilanski & Associates
Alaska
$501K +$1.78K +6 +0.4%
ACM
4069
Avalon Capital Management
California
$501K – – –
TWM
4070
Trevian Wealth Management
Massachusetts
$500K +$38.4K +129 +9%
YWM
4071
Yoder Wealth Management
California
$500K +$20.5K +69 +5%
LFASL
4072
Lugano Financial Advisors SA (LFA)
Switzerland
$500K +$2.68K +9 +0.6%
WCP
4073
Wick Capital Partners
Pennsylvania
$499K -$1.6M -5,368 -77%
KFP
4074
Keener Financial Planning
Texas
$499K – – –
TFP
4075
Triune Financial Partners
Kansas
$498K -$9.52K -32 -2%
161 162
163
164 165