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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIF
4051
Hill Island Financial
Michigan
$709K +$4.95K +16 +0.7%
PI
4052
Pachira Investments
California
$709K +$299K +966 +78%
EWA
4053
Emergent Wealth Advisors
New York
$706K +$154K +496 +29%
RWRC
4054
R.W. Roge & Company
New York
$706K +$31.9K +103 +5%
RP
4055
Riverwater Partners
Wisconsin
$706K +$3.71K +12 +0.6%
CRIG
4056
Charter Research & Investment Group
Connecticut
$704K -$190K -615 -22%
VFP
4057
Vilga Financial Planning
New Jersey
$703K +$675K +2,181 New
DWM
4058
Darwin Wealth Management
Florida
$703K -$2.79K -9 -0.4%
AWP
4059
Axis Wealth Partners
Rhode Island
$701K -$10.2K -33 -1%
IVP
4060
Intrinsic Value Partners
Arizona
$701K – – –
BIA
4061
Bell Investment Advisors
California
$701K +$57.9K +187 +9%
AF
4062
ASL Financial
California
$701K +$673K +2,174 New
AA
4063
Acorns Advisers
California
$699K +$91K +294 +16%
BWS
4064
Broadway Wealth Solutions
Texas
$698K -$5.57K -18 -0.8%
SFM
4065
Soros Fund Management
New York
$698K +$670K +2,165 New
RSF
4066
Rik Saylor Financial
Ohio
$696K +$929 +3 +0.1%
CFG
4067
Compton Financial Group
Maryland
$696K +$14.9K +48 +2%
CCP
4068
Clarkston Capital Partners
Michigan
$691K – – –
FCM
4069
Family Capital Management
Michigan
$691K +$218K +703 +49%
CFO
4070
Capitol Family Office
Oregon
$690K +$29.1K +94 +5%
IDA
4071
Intelligence Driven Advisers
California
$689K +$28.2K +91 +4%
PWA
4072
Peterson Wealth Advisors
Utah
$688K +$22.3K +72 +3%
FPW
4073
Flywheel Private Wealth
California
$687K -$7.74K -25 -1%
CCIA
4074
Cherry Creek Investment Advisors
Colorado
$685K +$19.5K +63 +3%
SA
4075
Sonoma Allocations
California
$682K -$55.7K -180 -8%
161 162
163
164 165