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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
4676
HRC Wealth Management
Idaho
$330K +$3.42K +11 +1%
AAM
4677
Auxier Asset Management
Oregon
$328K -$3.1K -10 -1%
MIM
4678
Macroview Investment Management
Maryland
$328K -$46K -148 -13%
LAA
4679
Liberty Atlantic Advisors
Texas
$327K +$25.2K +81 +9%
GC
4680
Gruss & Co
Florida
$327K -$155K -500 -33%
CCP
4681
Clarkston Capital Partners
Michigan
$327K -$10.6K -34 -3%
CA
4682
Cumberland Advisors
Florida
$327K – – –
CMP
4683
Coston McIsaac & Partners
Maine
$327K +$311 +1 +0.1%
FWP
4684
Forefront Wealth Partners
Texas
$326K +$310K +997 New
DQRIM
4685
Dale Q Rice Investment Management
Washington
$325K – – –
BAM
4686
Blueshift Asset Management
New Jersey
$325K +$308K +993 New
IWB
4687
Innovative Wealth Building
Maryland
$323K -$8.07K -26 -3%
UWM
4688
USAdvisors Wealth Management
Minnesota
$323K -$15.8K -51 -5%
IP
4689
Integras Partners
Georgia
$323K +$80.7K +260 +36%
BCAM
4690
Boston Common Asset Management
Massachusetts
$322K – – –
MWM
4691
Magnolia Wealth Management
Alabama
$322K – – –
AFS
4692
AFG Fiduciary Services
Massachusetts
$322K -$9.32K -30 -3%
AW
4693
Ankerstar Wealth
Texas
$321K +$621 +2 +0.2%
MSWA
4694
Marshall & Sterling Wealth Advisors
New York
$321K -$2.48K -8 -0.8%
FH
4695
Financial Harvest
Florida
$321K +$63.4K +204 +26%
FWM
4696
FFT Wealth Management
Pennsylvania
$320K – – –
FFW
4697
Fusion Family Wealth
New York
$320K +$621 +2 +0.2%
RI
4698
Rinkey Investments
California
$320K – – –
CFG
4699
Carter Financial Group
Illinois
$317K -$474K -1,527 -61%
WIP
4700
WealthCare Investment Partners
Rhode Island
$316K +$932 +3 +0.3%
186 187
188
189 190