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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
4276
American Institute for Advanced Investment Management
Arizona
$493K – – –
CA
4277
Cache Advisors
California
$493K +$508K +1,675 New
RAM
4278
Riggs Asset Management
Pennsylvania
$492K -$53.7K -177 -10%
OWM
4279
Omnitrust Wealth Management
Florida
$492K -$54K -178 -10%
EWA
4280
Encompass Wealth Advisors
Oregon
$492K -$14.6K -48 -3%
GCP
4281
Gill Capital Partners
Colorado
$492K -$15.2K -50 -3%
EMC
4282
Everest Management Corp
California
$491K +$28.8K +95 +6%
AWA
4283
ARQ Wealth Advisors
Arizona
$489K +$45.5K +150 +10%
KC
4284
Kinloch Capital
Virginia
$489K – – –
BFM
4285
Boothbay Fund Management
New York
$488K -$432K -1,424 -46%
PCMH
4286
Polymer Capital Management (HK)
Hong Kong
$488K +$503K +1,659 New
FCU
4287
Financial Concepts Unlimited
Maine
$488K +$503K +1,658 New
MWM
4288
Momentous Wealth Management
Washington
$487K -$33.4K -110 -6%
EC
4289
Eaton-Cambridge
Arizona
$487K +$76.2K +251 +18%
CA
4290
CWC Advisors
Oregon
$487K +$1.82K +6 +0.4%
CS
4291
CapitalatWork SA
$487K – – –
CWMGP
4292
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$487K -$7.89K -26 -2%
HIA
4293
HTG Investment Advisors
Connecticut
$486K -$31.9K -105 -6%
CFO
4294
Custos Family Office
Texas
$486K -$36.7K -121 -7%
PFA
4295
Presper Financial Architects
Ohio
$486K -$45.2K -149 -8%
FAN
4296
Financial Advisors Network
California
$485K -$39.8K -131 -7%
IPW
4297
IronBridge Private Wealth
Texas
$485K -$7.59K -25 -1%
GCA
4298
Genesee Capital Advisors
New York
$484K -$6.07K -20 -1%
PRI
4299
Prepared Retirement Institute
Pennsylvania
$484K -$91K -300 -15%
EWM
4300
Endowment Wealth Management
Wisconsin
$484K +$4.55K +15 +0.9%
170 171
172
173 174