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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
4526
Pinney & Scofield
Massachusetts
$194K +$189K +810 New
NWM
4527
Navigoe Wealth Management
California
$191K +$187K +801 New
VWM
4528
Vermillion Wealth Management
Minnesota
$189K +$184K +790 New
TCM
4529
TD Capital Management
Tennessee
$188K -$11.4K -49 -6%
CWM
4530
Consultiva Wealth Management
Puerto Rico
$186K +$180K +774 New
GK
4531
Graney & King
New York
$185K +$180K +773 New
PC
4532
Promus Capital
Illinois
$183K +$178K +764 New
VWA
4533
Valued Wealth Advisors
Utah
$180K -$27.9K -120 -14%
MFG
4534
Mendota Financial Group
Wisconsin
$179K -$22.1K -95 -11%
DF
4535
Dunhill Financial
United Kingdom
$176K +$32.1K +138 +23%
PPA
4536
Painted Porch Advisors
California
$174K +$99.9K +429 +144%
WWA
4537
Wingate Wealth Advisors
Massachusetts
$174K +$169K +727 New
T
4538
Tidemark
California
$174K +$11.9K +51 +8%
MAM
4539
Meeder Asset Management
Ohio
$171K -$8.38K -36 -5%
PCWA
4540
Pacific Capital Wealth Advisors
California
$171K -$14.9K -64 -8%
SIM
4541
Synergy Investment Management
Florida
$170K +$165K +710 New
EPAM
4542
Evelyn Partners Asset Management
$170K +$165K +709 New
FLP
4543
Financial Life Planners
Arizona
$168K +$163K +700 New
BFP
4544
Briaud Financial Planning
Texas
$168K +$118K +505 +254%
GWMI
4545
Guardian Wealth Management (Illinois)
Illinois
$167K -$3.26K -14 -2%
WAM
4546
Wolverine Asset Management
Illinois
$163K +$158K +678 New
MCA
4547
Maryland Capital Advisors
Maryland
$162K -$233 -1 -0.1%
VFIC
4548
Valley Forge Investment Consultants
Pennsylvania
$158K – – –
SCA
4549
Stuart Chaussee & Associates
California
$158K +$36.6K +157 +31%
DWM
4550
Darwin Wealth Management
Florida
$158K -$336K -1,443 -69%
180 181
182
183 184