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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
4801
Parrish Capital
Georgia
$249K – – –
AWMS
4802
Advocacy Wealth Management Services
Georgia
$249K +$257K +847 New
ACM
4803
Avalon Capital Management
California
$249K -$225K -742 -47%
AI
4804
Auour Investments
Massachusetts
$248K – – –
BWA
4805
BCU Wealth Advisors
Illinois
$248K +$1.21K +4 +0.5%
AW
4806
Avion Wealth
Texas
$248K -$2.73K -9 -1%
QA
4807
Quattro Advisors
Pennsylvania
$248K +$42.8K +141 +20%
CAAM
4808
Cornerstone Advisors Asset Management
Pennsylvania
$248K -$2.43K -8 -0.9%
FA
4809
Fortis Advisors
Pennsylvania
$248K – – –
JWM
4810
Jacksonville Wealth Management
Florida
$247K +$3.94K +13 +2%
C
4811
Covestor
United Kingdom
$247K -$86.8K -286 -25%
VWM
4812
Vigil Wealth Management
Florida
$247K – – –
EP
4813
Essential Partners
California
$247K +$1.82K +6 +0.7%
NCG
4814
Newport Capital Group
New Jersey
$247K -$20.3K -67 -7%
GVCM
4815
Global View Capital Management
Wisconsin
$246K -$6.98K -23 -3%
AFG
4816
Altiora Financial Group
Ohio
$246K – – –
CIS
4817
Continental Investors Services
Washington
$245K +$27.9K +92 +13%
FNWM
4818
Financial Network Wealth Management
Utah
$245K -$12.4K -41 -5%
SWA
4819
ShankerValleau Wealth Advisors
Illinois
$244K – – –
ACM
4820
Alamar Capital Management
California
$244K – – –
AP
4821
Aspect Partners
Virginia
$244K +$607 +2 +0.2%
CA
4822
Chatterton & Associates
California
$244K +$37K +122 +18%
NA
4823
Note Advisors
New York
$244K – – –
AWA
4824
Archvest Wealth Advisors
California
$243K -$18.2K -60 -7%
PWM
4825
PMG Wealth Management
Illinois
$243K -$57.1K -188 -19%
191 192
193
194 195