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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
4426
RMG Wealth Management
Wisconsin
$453K -$18K -58 -4%
NCMW
4427
Northern Capital Management (Washington)
Washington
$452K -$929 -3 -0.2%
DWM
4428
DeLarme Wealth Management
California
$452K +$435K +1,404 New
CWM
4429
Cooke Wealth Management
California
$452K +$455K +1,468 New
SCM
4430
Saxony Capital Management
Missouri
$452K – – –
MRI
4431
Mad River Investors
Massachusetts
$451K – – –
RS
4432
R Squared
Hong Kong
$451K +$433K +1,399 New
EP
4433
Essential Planning
New Hampshire
$451K +$10.2K +33 +2%
TCM
4434
Traub Capital Management
Massachusetts
$451K -$2.79K -9 -0.6%
SIM
4435
Sterling Investment Management
Arizona
$450K – – –
MPW
4436
MGO Private Wealth
California
$449K – – –
CCC
4437
Chelsea Counsel Company
California
$449K -$929 -3 -0.2%
LWA
4438
LifeGoal Wealth Advisors
New York
$449K +$70.3K +227 +19%
MAM
4439
Marotta Asset Management
Virginia
$448K – – –
HFS
4440
Hoge Financial Services
Pennsylvania
$448K +$19.8K +64 +5%
CA
4441
Crane Advisory
California
$446K +$26.3K +85 +7%
VAM
4442
Verity Asset Management
North Carolina
$446K +$72.1K +233 +20%
NSG
4443
Nalls Sherbakoff Group
Tennessee
$446K -$310K -1,000 -42%
ORI
4444
Oak Ridge Investments
Illinois
$444K -$74K -239 -15%
SL
4445
SFM LLC
New Hampshire
$444K +$73.7K +238 +21%
AWM
4446
Avondale Wealth Management
Texas
$443K – – –
ZWA
4447
Zinnia Wealth Advisory
Florida
$443K +$425K +1,374 New
LFS
4448
Lutz Financial Services
Nebraska
$443K -$49.5K -160 -10%
EW
4449
Entruity Wealth
California
$441K – – –
AAS
4450
Asset Allocation Strategies
Michigan
$441K +$62.2K +201 +17%
176 177
178
179 180