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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
4876
Hudson Oak Wealth Advisory
New Jersey
$246K +$237K +764 New
VAM
4877
Vienna Asset Management
California
$246K +$236K +763 New
BWM
4878
BAM Wealth Management
Colorado
$245K -$7.12K -23 -3%
A
4879
Alongside
Texas
$245K +$235K +759 New
OWM
4880
Opes Wealth Management
California
$245K -$6.81K -22 -3%
OWA
4881
ORBA Wealth Advisors
Illinois
$244K -$91.3K -295 -28%
TCM
4882
Tran Capital Management
California
$244K +$1.24K +4 +0.5%
HOWA
4883
Heritage Oak Wealth Advisors
Florida
$244K +$19.5K +63 +9%
AFA
4884
Alpha Financial Advisors
North Carolina
$244K +$234K +757 New
FCMC
4885
Founders Capital Management (Connecticut)
Connecticut
$243K +$14.6K +47 +7%
DFA
4886
Davies Financial Advisors
California
$243K -$348K -1,124 -60%
NBWM
4887
North Berkeley Wealth Management
California
$242K -$929 -3 -0.4%
CISOA
4888
Capital Investment Services of America
Wisconsin
$242K – – –
CWR
4889
Chico Wealth RIA
California
$242K +$233K +751 New
CEI
4890
Clark Estates Inc
New York
$242K – – –
PIA
4891
Petredis Investment Advisors
Pennsylvania
$241K – – –
MAV
4892
Mason & Associates (Virginia)
Virginia
$240K +$8.98K +29 +4%
WCM
4893
Westend Capital Management
California
$240K +$179K +579 +351%
HPA
4894
High Probability Advisors
New York
$239K – – –
PFM
4895
Peak Financial Management
Massachusetts
$239K +$6.19K +20 +3%
GCM
4896
Gator Capital Management
Florida
$238K – – –
CCM
4897
Chaney Capital Management
Washington
$238K – – –
BBW
4898
Blue Barn Wealth
Utah
$238K -$147K -474 -39%
PFS
4899
Professional Financial Solutions
Virginia
$238K +$228K +738 New
RWP
4900
Ridgeline Wealth Planning
Ohio
$237K +$228K +736 New
194 195
196
197 198