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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
4826
Aspect Partners
Virginia
$266K -$133K -430 -34%
JWS
4827
Juncture Wealth Strategies
Arizona
$266K -$124K -400 -33%
JWM
4828
Jacksonville Wealth Management
Florida
$266K – – –
TCCM
4829
Timber Creek Capital Management
Massachusetts
$266K -$38.7K -125 -13%
MSFP
4830
Mark Sheptoff Financial Planning
Connecticut
$266K – – –
PEWA
4831
Pacific Excel Wealth Advisors
California
$266K +$257K +829 New
MWM
4832
Madrid Wealth Management
New Mexico
$266K +$255K +824 New
AC
4833
Armistice Capital
New York
$264K -$21.4K -69 -8%
MW
4834
Marrick Wealth
California
$264K +$253K +818 New
HC
4835
Headland Capital
South Carolina
$263K -$18K -58 -7%
BFG
4836
Baron Financial Group
New Jersey
$263K – – –
SP
4837
Sequent Planning
Nebraska
$262K +$42.1K +136 +20%
FI
4838
FWG Investments
Kentucky
$262K -$41.5K -134 -14%
GC
4839
GFG Capital
Florida
$261K -$4.33K -14 -2%
PP
4840
Pearl Planning
Michigan
$261K +$250K +809 New
FA
4841
Financial Avengers
California
$261K +$929 +3 +0.4%
DF
4842
DecisionPoint Financial
Arizona
$260K +$53.9K +174 +27%
TC
4843
Town Capital
Maryland
$260K +$250K +808 New
VWM
4844
Vermillion Wealth Management
Minnesota
$260K +$929 +3 +0.4%
SWM
4845
Schwallier Wealth Management
Michigan
$259K +$11.1K +36 +4%
EPAM
4846
Evelyn Partners Asset Management
$259K -$64.4K -208 -21%
CP
4847
Clarendon Private
Massachusetts
$259K +$45.5K +147 +22%
CAM
4848
Cobblestone Asset Management
Virginia
$259K – – –
PM
4849
Phraction Management
Connecticut
$259K +$249K +804 New
AV
4850
Aspiring Ventures
Ohio
$259K -$2.17K -7 -0.9%
192 193
194
195 196