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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
1NWS
4526
1 North Wealth Services
Maryland
$252K – – –
RA
4527
RiverTree Advisors
Florida
$252K – – –
SF
4528
Schaeffer Financial
Maryland
$252K – – –
SPA
4529
Sentinel Pension Advisors
Massachusetts
$252K – – –
RPCA
4530
Running Point Capital Advisors
California
$251K +$14.3K +48 +6%
OC
4531
Optima Capital
Oregon
$249K +$7.73K +26 +3%
SWAG
4532
Spectrum Wealth Advisory Group
California
$248K -$1.19K -4 -0.5%
IWA
4533
Integrity Wealth Advisors
California
$248K +$242K +815 New
BWM
4534
BAM Wealth Management
Colorado
$248K +$233K +785 New
CFSG
4535
Clark Financial Services Group
Missouri
$247K -$212K -714 -48%
OWM
4536
Opes Wealth Management
California
$246K +$19K +64 +9%
PAM
4537
PVG Asset Management
Colorado
$246K – – –
SSIM
4538
Sheets Smith Investment Management
Texas
$246K +$232K +780 New
SWA
4539
Sightline Wealth Advisors
Connecticut
$246K – – –
MGWA
4540
Monument Group Wealth Advisors
Massachusetts
$246K -$257K -865 -53%
OFP
4541
OFC Financial Planning
New Jersey
$245K -$3.27K -11 -1%
EMB
4542
Elefante Mark B
$244K -$7.43K -25 -3%
WWA
4543
Wingate Wealth Advisors
Massachusetts
$243K +$13.4K +45 +6%
NPAN
4544
Northeast Planning Associates NH
New Hampshire
$243K +$1.49K +5 +0.7%
PC
4545
Promus Capital
Illinois
$242K +$595 +2 +0.3%
DJYG
4546
David J. Yvars Group
Florida
$242K – – –
EI
4547
eCIO Inc
Wisconsin
$242K -$12.5K -42 -5%
TSMHT
4548
Thurston Springer Miller Herd & Titak
Indiana
$242K -$6M -20,164 -96%
WA
4549
WPG Advisers
Maryland
$240K +$11.9K +40 +6%
EP
4550
Essential Partners
California
$239K +$49.7K +167 +28%
180 181
182
183 184