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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCAM
4726
Boston Common Asset Management
Massachusetts
$322K – – –
MWM
4727
Magnolia Wealth Management
Alabama
$322K – – –
AFS
4728
AFG Fiduciary Services
Massachusetts
$322K -$9.32K -30 -3%
AW
4729
Ankerstar Wealth
Texas
$321K +$621 +2 +0.2%
MSWA
4730
Marshall & Sterling Wealth Advisors
New York
$321K -$2.48K -8 -0.8%
FH
4731
Financial Harvest
Florida
$321K +$63.4K +204 +26%
FWM
4732
FFT Wealth Management
Pennsylvania
$320K – – –
PWA
4733
Principia Wealth Advisory
Texas
$320K +$19.3K +62 +7%
FFW
4734
Fusion Family Wealth
New York
$320K +$621 +2 +0.2%
RI
4735
Rinkey Investments
California
$320K – – –
CFG
4736
Carter Financial Group
Illinois
$317K -$474K -1,527 -61%
WIP
4737
WealthCare Investment Partners
Rhode Island
$316K +$932 +3 +0.3%
OWA
4738
ORBA Wealth Advisors
Illinois
$316K +$300K +966 New
CCA
4739
Collaborative Capital Advisors
New York
$315K +$299K +962 New
CFSG
4740
Clark Financial Services Group
Missouri
$315K +$42.9K +138 +17%
MF
4741
Midwestern Financial
Iowa
$314K +$1.55K +5 +0.5%
RCP
4742
Roan Capital Partners
Tennessee
$314K -$41.9K -135 -12%
ZAM
4743
Zevin Asset Management
Massachusetts
$314K -$9.01K -29 -3%
IDBONY
4744
Israel Discount Bank of New York
New York
$314K – – –
UFA
4745
Uptown Financial Advisors
Texas
$314K – – –
RIAS
4746
Rachor Investment Advisory Services
Michigan
$313K -$311 -1 -0.1%
CCM
4747
Check Capital Management
California
$313K +$311 +1 +0.1%
W
4748
WorthPointe
California
$313K -$75.2K -242 -20%
LAM
4749
Lountzis Asset Management
Pennsylvania
$312K -$50.3K -162 -15%
EWA
4750
Elevate Wealth Advisory
Georgia
$312K +$2.48K +8 +0.8%
188 189
190
191 192