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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
4601
Opes Wealth Management
California
$208K -$108K -423 -37%
RIG
4602
Renaissance Investment Group
Massachusetts
$208K +$183K +716 New
PWA
4603
PCG Wealth Advisors
Kansas
$207K -$53.3K -209 -23%
MAV
4604
Mason & Associates (Virginia)
Virginia
$207K +$182K +715 New
AWP
4605
Accretive Wealth Partners
New Jersey
$207K +$182K +714 New
BHWM
4606
Bay Harbor Wealth Management
Maryland
$207K +$33.7K +132 +23%
SFA
4607
Seneca Financial Advisors
New York
$207K +$182K +713 New
NWM
4608
Navigoe Wealth Management
California
$206K – – –
EPAM
4609
Evelyn Partners Asset Management
$206K – – –
CWA
4610
Cornerstone Wealth Advisors
Minnesota
$205K +$180K +707 New
PCM
4611
Penserra Capital Management
California
$205K +$122K +480 +211%
SA
4612
SRN Advisors
Pennsylvania
$204K -$798K -3,126 -82%
SCA
4613
Stuart Chaussee & Associates
California
$204K +$51K +200 +40%
TCM
4614
Traub Capital Management
Massachusetts
$204K +$179K +703 New
PFA
4615
Pettinga Financial Advisors
Indiana
$204K +$179K +703 New
MFF
4616
Michels Family Financial
Texas
$203K +$179K +700 New
FAM
4617
Forte Asset Management
New York
$203K +$179K +700 New
VFG
4618
V2 Financial group
Illinois
$203K +$179K +700 New
PD
4619
Planning Directions
Pennsylvania
$202K -$220K -862 -55%
MG
4620
Marex Group
$202K -$6.88M -26,962 -97%
PF
4621
Penney Financial
Texas
$202K +$178K +698 New
PFA
4622
Peak Financial Advisors
Colorado
$201K +$177K +695 New
CCM
4623
Colorado Capital Management
Colorado
$201K +$177K +693 New
AAMC
4624
Asset Allocation & Management Company
Illinois
$201K +$177K +695 New
GVCM
4625
Global View Capital Management
Wisconsin
$201K +$177K +692 New
183 184
185
186 187