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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4876
Steelhead Wealth Management
Virginia
$226K +$233K +768 New
DJYG
4877
David J. Yvars Group
Florida
$226K – – –
II
4878
Impact Investors
California
$226K +$233K +767 New
CWR
4879
Chico Wealth RIA
California
$225K +$4.55K +15 +2%
FAC
4880
Financial Advisory Corporation
Michigan
$225K -$126K -414 -35%
NPAN
4881
Northeast Planning Associates NH
New Hampshire
$225K – – –
OFP
4882
OFC Financial Planning
New Jersey
$224K -$4.25K -14 -2%
TCM
4883
Tran Capital Management
California
$224K +$910 +3 +0.4%
FF
4884
Foronjy Financial
California
$223K -$6.07K -20 -3%
HOWA
4885
Hudson Oak Wealth Advisory
New Jersey
$222K -$3.04K -10 -1%
JBA
4886
Johnson Bixby & Associates
Washington
$222K +$31.9K +105 +16%
MAM
4887
Marquette Asset Management
Minnesota
$221K +$18.8K +62 +9%
CISOA
4888
Capital Investment Services of America
Wisconsin
$221K – – –
CEI
4889
Clark Estates Inc
New York
$221K – – –
PWS
4890
Proactive Wealth Strategies
Georgia
$220K +$227K +748 New
PIA
4891
Petredis Investment Advisors
Pennsylvania
$220K – – –
GWM
4892
Grand Wealth Management
Michigan
$219K +$226K +746 New
MAV
4893
Mason & Associates (Virginia)
Virginia
$219K – – –
KRW
4894
Kaufman Rossin Wealth
Florida
$219K +$20.3K +67 +10%
OWCM
4895
One Wealth Capital Management
Arizona
$218K -$910 -3 -0.4%
CCAL
4896
City Center Advisors LLC
Michigan
$218K -$90.1K -297 -29%
GCM
4897
Gator Capital Management
Florida
$218K – – –
ECAM
4898
East Coast Asset Management
Massachusetts
$217K -$16.7K -55 -7%
LBC
4899
Lane Brothers & Co
Arizona
$217K -$9.71K -32 -4%
RWP
4900
Ridgeline Wealth Planning
Ohio
$217K +$607 +2 +0.3%
194 195
196
197 198