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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FH
4576
Financial Harvest
Florida
$225K +$213K +715 New
SFA
4577
Seneca Financial Advisors
New York
$225K – – –
TSW
4578
Three Seasons Wealth
Utah
$225K +$212K +712 New
AWMNY
4579
Arcadia Wealth Management (New York)
New York
$224K +$211K +711 New
WAM
4580
WFA Asset Management
Wisconsin
$223K +$1.49K +5 +0.5%
CWA
4581
Cornerstone Wealth Advisors
Minnesota
$223K – – –
FCMC
4582
Founders Capital Management (Connecticut)
Connecticut
$223K -$32.7K -110 -13%
MFS
4583
Miller Financial Services
Michigan
$223K -$4.76K -16 -2%
RIG
4584
Renaissance Investment Group
Massachusetts
$223K -$2.97K -10 -1%
SCA
4585
Stuart Chaussee & Associates
California
$222K – – –
PFA
4586
Pettinga Financial Advisors
Indiana
$222K – – –
TWM
4587
TSA Wealth Management
Texas
$221K +$209K +702 New
PD
4588
Planning Directions
Pennsylvania
$221K +$892 +3 +0.4%
FAM
4589
Forte Asset Management
New York
$221K – – –
VFG
4590
V2 Financial group
Illinois
$221K – – –
VWA
4591
Valued Wealth Advisors
Utah
$220K +$6.25K +21 +3%
LAM
4592
Lingohr Asset Management
Germany
$220K -$320K -1,076 -61%
PFA
4593
Peak Financial Advisors
Colorado
$219K – – –
AAMC
4594
Asset Allocation & Management Company
Illinois
$219K – – –
FTA
4595
Financial & Tax Architects
Missouri
$219K +$206K +694 New
HOWA
4596
Heritage Oak Wealth Advisors
Florida
$219K +$206K +694 New
ODFS
4597
O'Donnell Financial Services
California
$219K +$206K +694 New
FWWM
4598
Fiscal Wisdom Wealth Management
Connecticut
$219K +$221K +744 New
BWG
4599
Beta Wealth Group
California
$217K -$892 -3 -0.4%
SWM
4600
SK Wealth Management
Rhode Island
$217K -$15.8K -53 -7%
182 183
184
185 186