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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
4851
Caden Capital Partners
California
$269K – – –
PFA
4852
Pettinga Financial Advisors
Indiana
$268K -$89.4K -288 -26%
PP
4853
Pearl Planning
Michigan
$268K +$2.79K +9 +1%
CI
4854
Carroll Investors
South Carolina
$267K -$28.6K -92 -10%
BWA
4855
BlueChip Wealth Advisors
Georgia
$267K +$311 +1 +0.1%
BFG
4856
Baron Financial Group
New Jersey
$267K – – –
SWM
4857
Stonebridge Wealth Management
Illinois
$267K +$311 +1 +0.1%
AWA
4858
Argo Wealth Advisory
Virginia
$266K +$24.2K +78 +11%
OG
4859
Odyssey Group
Pennsylvania
$266K +$252K +813 New
HC
4860
Headland Capital
South Carolina
$266K +$311 +1 +0.1%
WCA
4861
Waratah Capital Advisors
Ontario, Canada
$265K -$4.04K -13 -2%
CMMS
4862
Comprehensive Money Management Services
Florida
$265K -$33.5K -108 -12%
CAM
4863
Cobblestone Asset Management
Virginia
$263K – – –
NA
4864
Note Advisors
New York
$263K -$7.76K -25 -3%
PPW
4865
PACK Private Wealth
Minnesota
$263K – – –
VFG
4866
V2 Financial group
Illinois
$263K +$3.1K +10 +1%
ST
4867
Sageworth Trust
Pennsylvania
$263K -$2M -6,445 -89%
RA
4868
RiverTree Advisors
Florida
$262K – – –
PS
4869
Planning Strategies
Pennsylvania
$262K +$248K +800 New
PFC
4870
Phocas Financial Corp
California
$261K -$16.5K -53 -6%
SF
4871
Schaeffer Financial
Maryland
$261K – – –
FHWM
4872
Fox Hill Wealth Management
Massachusetts
$261K +$311 +1 +0.1%
DFG
4873
DiPaolo Financial Group
Florida
$260K -$6.83K -22 -3%
AWM
4874
Austin Wealth Management
Texas
$260K -$932 -3 -0.4%
LFA
4875
Legend Financial Advisors
Pennsylvania
$260K -$21.4K -69 -8%
193 194
195
196 197