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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NPAN
4576
Northeast Planning Associates NH
New Hampshire
$221K +$195K +764 New
IFA
4577
Independence Financial Advisors
New Hampshire
$219K +$193K +756 New
CISOA
4578
Capital Investment Services of America
Wisconsin
$218K -$19.4K -76 -9%
CEI
4579
Clark Estates Inc
New York
$217K +$191K +750 New
WCM
4580
Wealthcare Capital Management
Virginia
$217K -$154K -604 -45%
SWM
4581
SK Wealth Management
Rhode Island
$216K +$195K +764 New
RPCA
4582
Running Point Capital Advisors
California
$216K +$190K +746 New
HPA
4583
High Probability Advisors
New York
$215K +$190K +743 New
ACM
4584
Avos Capital Management
Washington
$215K +$190K +743 New
SIM
4585
Synergy Investment Management
Florida
$215K +$255 +1 +0.1%
FPTW
4586
Franklin, Parlapiano, Turner & Welch
Texas
$215K +$189K +741 New
RC
4587
Rahlfs Capital
Texas
$214K -$25.5K -100 -12%
TF
4588
TME Financial
California
$214K +$188K +737 New
WAM
4589
WFA Asset Management
Wisconsin
$213K -$41.6K -163 -13%
UW
4590
Unique Wealth
Florida
$213K +$187K +733 New
CPW
4591
Crestmont Private Wealth
Texas
$212K +$187K +732 New
OFG
4592
Opulen Financial Group
Virginia
$212K +$186K +730 New
LWM
4593
Luminvest Wealth Management
Arizona
$211K +$186K +728 New
WWA
4594
Wingate Wealth Advisors
Massachusetts
$210K +$185K +726 New
CIM
4595
Confluence Investment Management
Missouri
$210K -$31.6K -124 -15%
RW
4596
REDW Wealth
New Mexico
$210K +$185K +723 New
T
4597
Tidemark
California
$210K +$3.06K +12 +2%
MFS
4598
Miller Financial Services
Michigan
$209K +$185K +723 New
WA
4599
WPG Advisers
Maryland
$209K -$7.14K -28 -4%
GPW
4600
Gray Private Wealth
Massachusetts
$209K +$184K +721 New
182 183
184
185 186