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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4551
Corps Capital Advisors
Texas
$232K +$204K +801 New
1NWS
4552
1 North Wealth Services
Maryland
$232K – – –
RA
4553
RiverTree Advisors
Florida
$232K +$204K +800 New
OWCM
4554
One Wealth Capital Management
Arizona
$232K +$204K +799 New
SF
4555
Schaeffer Financial
Maryland
$231K +$204K +798 New
SPA
4556
Sentinel Pension Advisors
Massachusetts
$231K +$204K +798 New
EMB
4557
Elefante Mark B
$231K +$203K +797 New
VWM
4558
Vermillion Wealth Management
Minnesota
$230K +$510 +2 +0.3%
SWAG
4559
Spectrum Wealth Advisory Group
California
$229K +$202K +791 New
LSL
4560
Legacy Solutions LLC
Pennsylvania
$229K +$201K +789 New
OFP
4561
OFC Financial Planning
New Jersey
$228K +$201K +788 New
WCM
4562
Wellington Capital Management
Maryland
$227K +$200K +784 New
NBWM
4563
North Berkeley Wealth Management
California
$226K +$199K +781 New
PAM
4564
PVG Asset Management
Colorado
$226K +$199K +780 New
SWA
4565
Sightline Wealth Advisors
Connecticut
$226K +$199K +779 New
FFS
4566
Fortress Financial Solutions
Arizona
$226K +$199K +779 New
EWM
4567
Elite Wealth Management
Washington
$224K +$197K +773 New
TA
4568
Teramo Advisors
Florida
$224K +$197K +772 New
NA
4569
Note Advisors
New York
$224K +$197K +771 New
DJYG
4570
David J. Yvars Group
Florida
$223K +$196K +768 New
PC
4571
Promus Capital
Illinois
$222K +$510 +2 +0.3%
OC
4572
Optima Capital
Oregon
$222K +$195K +764 New
NPAN
4573
Northeast Planning Associates NH
New Hampshire
$221K +$195K +764 New
IFA
4574
Independence Financial Advisors
New Hampshire
$219K +$193K +756 New
CISOA
4575
Capital Investment Services of America
Wisconsin
$218K -$19.4K -76 -9%
181 182
183
184 185