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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
4726
Fogel Capital Management
Florida
$284K -$6.07K -20 -2%
BHWM
4727
Bay Harbor Wealth Management
Maryland
$284K +$58.3K +192 +25%
TGY2IT
4728
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$283K +$292K +962 New
CPWM
4729
Cypress Point Wealth Management
Texas
$282K +$291K +959 New
RIAS
4730
Rachor Investment Advisory Services
Michigan
$282K +$303 +1 +0.1%
IDBONY
4731
Israel Discount Bank of New York
New York
$282K -$18.5K -61 -6%
UFA
4732
Uptown Financial Advisors
Texas
$282K – – –
WCM
4733
WealthTrak Capital Management
Virginia
$282K +$3.04K +10 +1%
CCM
4734
Check Capital Management
California
$281K +$303 +1 +0.1%
AWM
4735
Alterna Wealth Management
Texas
$281K -$28.8K -95 -9%
MF
4736
Midwestern Financial
Iowa
$281K +$290K +955 New
CQWA
4737
Chokshi & Queen Wealth Advisors
California
$280K +$4.86K +16 +2%
AFWM
4738
Arta Finance Wealth Management
California
$280K -$167K -550 -36%
AAM
4739
Austin Asset Management
Texas
$280K -$607 -2 -0.2%
ES
4740
ETF Store
Kansas
$280K +$4.55K +15 +2%
JWS
4741
Juncture Wealth Strategies
Arizona
$278K +$35.8K +118 +14%
EWA
4742
Elevate Wealth Advisory
Georgia
$278K +$3.34K +11 +1%
EP
4743
E6 Portfolios
Utah
$278K +$17K +56 +6%
PFM
4744
Patton Fund Management
Texas
$277K -$7.04M -23,182 -96%
G
4745
Gainplan
Michigan
$277K +$11.2K +37 +4%
WH
4746
Whitcomb & Hess
Ohio
$276K -$9.11K -30 -3%
TF
4747
Theory Financial
Colorado
$276K – – –
CP
4748
Capital Planning
Washington
$276K +$17K +56 +6%
IFS
4749
Integrated Financial Solutions
Virginia
$276K +$30.3K +100 +12%
HSWS
4750
Higgins & Schmidt Wealth Strategies
Colorado
$275K -$6.68K -22 -2%
188 189
190
191 192