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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
4376
Pacific Sage Partners
Washington
$330K -$297 -1 -0.1%
CCA
4377
Conservest Capital Advisors
Pennsylvania
$330K – – –
CA
4378
Claris Advisors
Missouri
$327K – – –
4WM
4379
4J Wealth Management
Virginia
$327K -$9.52K -32 -3%
HA
4380
HFG Advisors
Ohio
$326K +$48.5K +163 +19%
ARG
4381
Advisory Resource Group
Oklahoma
$326K +$2.08K +7 +0.7%
PIA
4382
Panoramic Investment Advisors
Colorado
$325K -$62.8K -211 -17%
CCM
4383
Cloud Capital Management
Washington
$325K +$30.6K +103 +11%
UFPG
4384
United Financial Planning Group
New York
$325K +$306K +1,030 New
AAM
4385
Austin Asset Management
Texas
$324K +$24.7K +83 +9%
AC
4386
Annandale Capital
Texas
$324K – – –
BWA
4387
BlueChip Wealth Advisors
Georgia
$322K -$416K -1,398 -58%
LAMC
4388
Longview Asset Management (California)
California
$320K -$7.43K -25 -2%
CCAL
4389
City Center Advisors LLC
Michigan
$320K – – –
MA
4390
MAS Advisors
Florida
$320K – – –
W
4391
WorthPointe
California
$320K -$1.19K -4 -0.4%
EPAM
4392
Evelyn Partners Asset Management
$320K +$90.4K +304 +43%
FGG
4393
Financial Guidance Group
Florida
$319K – – –
SMF
4394
Sterling Manor Financial
New York
$319K – – –
BWM
4395
Brickley Wealth Management
California
$319K +$59.2K +199 +25%
AWM
4396
Austin Wealth Management
Texas
$318K -$56.5K -190 -15%
SF
4397
SWP Financial
California
$318K – – –
FM
4398
Freemont Management
Switzerland
$315K -$2.38M -8,000 -89%
WOSD
4399
WFA of San Diego
California
$315K -$14.9K -50 -5%
CA
4400
Cumberland Advisors
Florida
$315K – – –
174 175
176
177 178