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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
4601
Sage Advisors
Colorado
$209K +$183K +719 New
BFP
4602
Briaud Financial Planning
Texas
$208K +$3.83K +15 +2%
SB
4603
Semitam Bonam
New York
$208K +$183K +717 New
OWM
4604
Opes Wealth Management
California
$208K -$108K -423 -37%
RIG
4605
Renaissance Investment Group
Massachusetts
$208K +$183K +716 New
PWA
4606
PCG Wealth Advisors
Kansas
$207K -$53.3K -209 -23%
MAV
4607
Mason & Associates (Virginia)
Virginia
$207K +$182K +715 New
AWP
4608
Accretive Wealth Partners
New Jersey
$207K +$182K +714 New
BHWM
4609
Bay Harbor Wealth Management
Maryland
$207K +$33.7K +132 +23%
SFA
4610
Seneca Financial Advisors
New York
$207K +$182K +713 New
NWM
4611
Navigoe Wealth Management
California
$206K – – –
EPAM
4612
Evelyn Partners Asset Management
$206K – – –
CWA
4613
Cornerstone Wealth Advisors
Minnesota
$205K +$180K +707 New
PCM
4614
Penserra Capital Management
California
$205K +$122K +480 +211%
SA
4615
SRN Advisors
Pennsylvania
$204K -$798K -3,126 -82%
SCA
4616
Stuart Chaussee & Associates
California
$204K +$51K +200 +40%
TCM
4617
Traub Capital Management
Massachusetts
$204K +$179K +703 New
PFA
4618
Pettinga Financial Advisors
Indiana
$204K +$179K +703 New
MFF
4619
Michels Family Financial
Texas
$203K +$179K +700 New
FAM
4620
Forte Asset Management
New York
$203K +$179K +700 New
VFG
4621
V2 Financial group
Illinois
$203K +$179K +700 New
PD
4622
Planning Directions
Pennsylvania
$202K -$220K -862 -55%
MG
4623
Marex Group
$202K -$6.88M -26,962 -97%
PF
4624
Penney Financial
Texas
$202K +$178K +698 New
PFA
4625
Peak Financial Advisors
Colorado
$201K +$177K +695 New
183 184
185
186 187