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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
4526
Headland Capital
South Carolina
$202K +$210K +822 New
CDWM
4527
Campbell Deegan Wealth Management
Virginia
$201K -$18.4K -72 -8%
FCMC
4528
Founders Capital Management (Connecticut)
Connecticut
$200K +$208K +817 New
EI
4529
eCIO Inc
Wisconsin
$200K +$208K +814 New
FA
4530
Financial Avengers
California
$200K -$14.8K -58 -7%
XC
4531
XY Capital
Hong Kong
$197K +$70.4K +276 +52%
1NWS
4532
1 North Wealth Services
Maryland
$196K +$204K +800 New
PWA
4533
Principia Wealth Advisory
Texas
$195K +$1.78K +7 +0.8%
FLP
4534
Financial Life Planners
Arizona
$195K +$24K +94 +13%
VWM
4535
Vermillion Wealth Management
Minnesota
$194K +$510 +2 +0.3%
Q1WB
4536
Quest 10 Wealth Builders
Virginia
$192K -$108K -422 -35%
PC
4537
Promus Capital
Illinois
$188K +$255 +1 +0.1%
VWA
4538
Valued Wealth Advisors
Utah
$185K – – –
WA
4539
WPG Advisers
Maryland
$184K +$24K +94 +14%
SIM
4540
Synergy Investment Management
Florida
$182K +$8.16K +32 +5%
T
4541
Tidemark
California
$174K -$3.57K -14 -2%
NWM
4542
Navigoe Wealth Management
California
$174K -$22.9K -90 -11%
EPAM
4543
Evelyn Partners Asset Management
$174K – – –
FNWM
4544
Financial Network Wealth Management
Utah
$173K +$181K +709 New
BFP
4545
Briaud Financial Planning
Texas
$172K – – –
NNPTE
4546
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$171K -$28.8M -112,978 -99%
SVWA
4547
Sarver Vrooman Wealth Advisors
Missouri
$166K +$173K +677 New
MCA
4548
Maryland Capital Advisors
Maryland
$166K – – –
TCM
4549
TD Capital Management
Tennessee
$165K -$28.3K -111 -14%
GWMI
4550
Guardian Wealth Management (Illinois)
Illinois
$164K -$7.39K -29 -4%
180 181
182
183 184