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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
4626
Colorado Capital Management
Colorado
$201K +$177K +693 New
AAMC
4627
Asset Allocation & Management Company
Illinois
$201K +$177K +695 New
GVCM
4628
Global View Capital Management
Wisconsin
$201K +$177K +692 New
BWG
4629
Beta Wealth Group
California
$201K -$57.9K -227 -25%
VWA
4630
Valued Wealth Advisors
Utah
$197K -$19.1K -75 -10%
WCM
4631
WealthTrak Capital Management
Virginia
$193K +$18.4K +72 +12%
BCM
4632
Basso Capital Management
Connecticut
$190K – – –
EA
4633
Evolution Advisers
Virginia
$188K – – –
DF
4634
DecisionPoint Financial
Arizona
$184K +$6.13K +24 +4%
SRCM
4635
Signature Resources Capital Management
California
$183K +$40.1K +157 +33%
MFG
4636
Mendota Financial Group
Wisconsin
$183K -$2.04K -8 -1%
CCMI
4637
Creative Capital Management Investments
California
$177K +$2.81K +11 +2%
CW
4638
Cooksen Wealth
Texas
$176K -$8.93K -35 -5%
HHMI
4639
Howard Hughes Medical Institute
Maryland
$175K +$154K +605 New
CCM
4640
Carderock Capital Management
Maryland
$174K +$153K +600 New
MS
4641
Marshall & Sullivan
Washington
$174K +$153K +599 New
FNWA
4642
Financial Network Wealth Advisors
Utah
$171K – – –
EP
4643
Essential Partners
California
$171K +$151K +590 New
KWM
4644
Kiker Wealth Management
Georgia
$170K -$107K -418 -42%
SVWA
4645
Sarver Vrooman Wealth Advisors
Missouri
$168K -$24.8K -97 -14%
SFO
4646
Standard Family Office
South Dakota
$167K – – –
T
4647
TOBAM
France
$166K +$146K +573 New
SAM
4648
Sherman Asset Management
California
$165K – – –
APW
4649
Acima Private Wealth
Virginia
$165K – – –
WFA
4650
West Financial Advisors
Iowa
$164K – – –
184 185
186
187 188