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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
4701
Rinkey Investments
California
$287K – – –
FFW
4702
Fusion Family Wealth
New York
$287K +$303 +1 +0.1%
KFG
4703
Kropog Financial Group
Louisiana
$287K +$1.21K +4 +0.4%
WA
4704
WPG Advisers
Maryland
$287K -$30K -99 -9%
HOWA
4705
Heritage Oak Wealth Advisors
Florida
$287K +$66.5K +219 +29%
ACM
4706
Anfield Capital Management
California
$287K +$189K +624 +177%
AIA
4707
Alternative Investment Advisors
Florida
$285K +$294K +968 New
WFP
4708
Welch Financial Planning
Colorado
$285K +$20K +66 +7%
WIP
4709
WealthCare Investment Partners
Rhode Island
$284K +$2.73K +9 +0.9%
DWA
4710
Delos Wealth Advisors
Texas
$284K +$288K +950 +5,938%
FCM
4711
Fogel Capital Management
Florida
$284K -$6.07K -20 -2%
BHWM
4712
Bay Harbor Wealth Management
Maryland
$284K +$58.3K +192 +25%
TGY2IT
4713
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$283K +$292K +962 New
CPWM
4714
Cypress Point Wealth Management
Texas
$282K +$291K +959 New
RIAS
4715
Rachor Investment Advisory Services
Michigan
$282K +$303 +1 +0.1%
IDBONY
4716
Israel Discount Bank of New York
New York
$282K -$18.5K -61 -6%
UFA
4717
Uptown Financial Advisors
Texas
$282K – – –
WCM
4718
WealthTrak Capital Management
Virginia
$282K +$3.04K +10 +1%
CCM
4719
Check Capital Management
California
$281K +$303 +1 +0.1%
AWM
4720
Alterna Wealth Management
Texas
$281K -$28.8K -95 -9%
MF
4721
Midwestern Financial
Iowa
$281K +$290K +955 New
CQWA
4722
Chokshi & Queen Wealth Advisors
California
$280K +$4.86K +16 +2%
AFWM
4723
Arta Finance Wealth Management
California
$280K -$167K -550 -36%
AAM
4724
Austin Asset Management
Texas
$280K -$607 -2 -0.2%
ES
4725
ETF Store
Kansas
$280K +$4.55K +15 +2%
187 188
189
190 191