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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
4101
Comprehensive Financial Planning
Pennsylvania
$660K +$11.5K +37 +2%
OFP
4102
OLIO Financial Planning
Virginia
$659K – – –
WFS
4103
Widmann Financial Services
Maryland
$659K +$932 +3 +0.1%
AA
4104
Addison Advisors
Vermont
$659K -$2.45M -7,901 -80%
HBFP
4105
Henderson Brothers Financial Partners
Pennsylvania
$659K -$607K -1,955 -49%
WW
4106
Westshore Wealth
California
$658K +$8.38K +27 +1%
WCP
4107
Wick Capital Partners
Pennsylvania
$657K +$284K +914 +84%
SO
4108
Sierra Ocean
California
$656K -$3.73K -12 -0.6%
TWD
4109
True Wealth Design
Ohio
$656K -$61.5K -198 -9%
ATFA
4110
All Terrain Financial Advisors
Minnesota
$656K +$311 +1 +0%
WA
4111
Walsh & Associates
Florida
$655K +$35.4K +114 +6%
BOA
4112
Birnam Oak Advisors
New York
$655K – – –
BCM
4113
Brooktree Capital Management
Michigan
$655K – – –
TCM
4114
Thoma Capital Management
Maryland
$654K +$48.1K +155 +8%
LCC
4115
Lincoln Capital Corp
Rhode Island
$652K +$20.5K +66 +3%
FI
4116
FWG Investments
Kentucky
$650K +$167K +538 +37%
KNFPWM
4117
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$649K +$311 +1 +0.1%
1L
4118
10Elms LLP
Oklahoma
$647K +$34.8K +112 +6%
RHJA
4119
Rice Hall James & Associates
California
$645K – – –
KA
4120
Kearns & Associates
California
$644K – – –
RAM
4121
Riggs Asset Management
Pennsylvania
$644K +$91K +293 +18%
MAMG
4122
Milestone Asset Management Group
Connecticut
$643K – – –
JIG
4123
Junk Investment Group
Maryland
$643K – – –
SPW
4124
Stillwater Private Wealth
Pennsylvania
$640K +$21.7K +70 +4%
ISFAN
4125
Investor's Fiduciary Advisor Network
Washington
$638K -$764K -2,461 -56%
163 164
165
166 167