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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
4151
Cedar Mountain Advisors
Oregon
$52.9K -$3.58K -17 -6%
MWA
4152
MFA Wealth Advisors
Pennsylvania
$52.1K – – –
LIS
4153
Legacy Investment Solutions
Idaho
$51.1K +$44.7K +212 New
LWMI
4154
Legacy Wealth Management (Idaho)
Idaho
$51.1K +$44.7K +212 New
BCCM
4155
Black Cypress Capital Management
Florida
$49.6K – – –
VWWMG
4156
Vermillion & White Wealth Management Group
Pennsylvania
$49.3K – – –
TWD
4157
True Wealth Design
Ohio
$49.3K -$21.1K -100 -30%
RWA
4158
Redmont Wealth Advisors
Illinois
$48.1K – – –
GIS
4159
Grayhawk Investment Strategies
Alberta, Canada
$46.8K – – –
PFG
4160
Peterson Financial Group
Iowa
$45.4K +$45.3K +215 New
WOC
4161
West Oak Capital
California
$45.1K -$47.4K -225 -1%
BMC
4162
Bear Mountain Capital
Washington
$44.9K -$21.1K -100 -33%
UIA
4163
Ulland Investment Advisors
Minnesota
$44K – – –
PWM
4164
Partnership Wealth Management
Maryland
$43.6K – – –
RF
4165
Robinswood Financial
Washington
$43.6K +$6.95K +33 +19%
BFS
4166
Bare Financial Services
Pennsylvania
$42.8K – – –
KSWA
4167
Kathleen S. Wright Associates
Pennsylvania
$42.2K – – –
APW
4168
Atlantic Private Wealth
North Carolina
$42.2K +$42.1K +200 New
BFP
4169
Briaud Financial Planning
Texas
$42K – – –
RCM
4170
Richardson Capital Management
Wisconsin
$40.5K – – –
CWA
4171
Carolina Wealth Advisors
South Carolina
$39.9K +$10.5K +50 +36%
CCMI
4172
Creative Capital Management Investments
California
$39.4K – – –
NECFA
4173
New England Capital Financial Advisors
Connecticut
$38K +$10.5K +50 +38%
WFA
4174
West Financial Advisors
Iowa
$36.9K +$36.9K +175 New
SFCL
4175
Strengthening Families & Communities LLC
Massachusetts
$35.9K -$5.48K -26 -13%
165 166
167
168 169