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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
4276
Encompass Wealth Advisors
Oregon
$542K -$4.66K -15 -0.9%
PRI
4277
Prepared Retirement Institute
Pennsylvania
$542K +$2.79K +9 +0.5%
TWM
4278
Trevian Wealth Management
Massachusetts
$541K +$16.1K +52 +3%
PFS
4279
Prospect Financial Services
New York
$541K +$31.4K +101 +7%
CCM
4280
Carderock Capital Management
Maryland
$540K -$186K -600 -27%
S
4281
Steadtrust
Texas
$539K +$511K +1,647 New
RAS
4282
RPS Advisory Solutions
Kentucky
$537K +$1.24K +4 +0.2%
SHWM
4283
Smith & Howard Wealth Management
Georgia
$537K +$14.6K +47 +3%
TW
4284
Towerpoint Wealth
California
$536K – – –
TFCP
4285
Twin Focus Capital Partners
Massachusetts
$536K – – –
UWM
4286
Urban Wealth Management
California
$536K – – –
EWL
4287
Emissary Wealth LLC
New Jersey
$535K -$2.17K -7 -0.4%
BHWM
4288
Bay Harbor Wealth Management
Maryland
$533K +$207K +665 +69%
SWIA
4289
Solano Wealth Investment Advisors
California
$532K -$311 -1 -0.1%
SLT
4290
St Louis Trust
Missouri
$531K – – –
OAM
4291
Oxford Asset Management
United Kingdom
$531K +$504K +1,623 New
GKFF
4292
George Kaiser Family Foundation
Oklahoma
$530K +$503K +1,620 New
PGCM
4293
Prescott Group Capital Management
Oklahoma
$530K +$503K +1,620 New
IW
4294
Instrumental Wealth
Florida
$529K +$28.6K +92 +6%
HWMC
4295
Heritage Wealth Management (California)
California
$529K +$4.97K +16 +1%
CFS
4296
Cannon Financial Strategists
Georgia
$528K +$311 +1 +0.1%
FFC
4297
Frederick Financial Consultants
Maryland
$527K +$13.4K +43 +3%
BWM
4298
Boyd Wealth Management
California
$526K +$7.14K +23 +1%
GFL
4299
Granite FO LLC
New Hampshire
$526K – – –
SFMG
4300
Sage Financial Management Group
Virginia
$526K – – –
170 171
172
173 174