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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
4526
BCU Wealth Advisors
Illinois
$203K +$211K +829 New
BF
4527
Bonfire Financial
Colorado
$203K +$211K +828 New
CISOA
4528
Capital Investment Services of America
Wisconsin
$203K +$211K +827 New
HCC
4529
Hirtle Callaghan & Co
Pennsylvania
$203K -$39.8K -156 -16%
HC
4530
Headland Capital
South Carolina
$202K +$210K +822 New
CDWM
4531
Campbell Deegan Wealth Management
Virginia
$201K -$18.4K -72 -8%
FCMC
4532
Founders Capital Management (Connecticut)
Connecticut
$200K +$208K +817 New
EI
4533
eCIO Inc
Wisconsin
$200K +$208K +814 New
FA
4534
Financial Avengers
California
$200K -$14.8K -58 -7%
XC
4535
XY Capital
Hong Kong
$197K +$70.4K +276 +52%
1NWS
4536
1 North Wealth Services
Maryland
$196K +$204K +800 New
PWA
4537
Principia Wealth Advisory
Texas
$195K +$1.78K +7 +0.8%
FLP
4538
Financial Life Planners
Arizona
$195K +$24K +94 +13%
VWM
4539
Vermillion Wealth Management
Minnesota
$194K +$510 +2 +0.3%
Q1WB
4540
Quest 10 Wealth Builders
Virginia
$192K -$108K -422 -35%
PC
4541
Promus Capital
Illinois
$188K +$255 +1 +0.1%
VWA
4542
Valued Wealth Advisors
Utah
$185K – – –
WA
4543
WPG Advisers
Maryland
$184K +$24K +94 +14%
SIM
4544
Synergy Investment Management
Florida
$182K +$8.16K +32 +5%
T
4545
Tidemark
California
$174K -$3.57K -14 -2%
NWM
4546
Navigoe Wealth Management
California
$174K -$22.9K -90 -11%
EPAM
4547
Evelyn Partners Asset Management
$174K – – –
FNWM
4548
Financial Network Wealth Management
Utah
$173K +$181K +709 New
BFP
4549
Briaud Financial Planning
Texas
$172K – – –
NNPTE
4550
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$171K -$28.8M -112,978 -99%
180 181
182
183 184