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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NPAN
4901
Northeast Planning Associates NH
New Hampshire
$225K – – –
OFP
4902
OFC Financial Planning
New Jersey
$224K -$4.25K -14 -2%
TCM
4903
Tran Capital Management
California
$224K +$910 +3 +0.4%
FF
4904
Foronjy Financial
California
$223K -$6.07K -20 -3%
HOWA
4905
Hudson Oak Wealth Advisory
New Jersey
$222K -$3.04K -10 -1%
JBA
4906
Johnson Bixby & Associates
Washington
$222K +$31.9K +105 +16%
MAM
4907
Marquette Asset Management
Minnesota
$221K +$18.8K +62 +9%
CISOA
4908
Capital Investment Services of America
Wisconsin
$221K – – –
CEI
4909
Clark Estates Inc
New York
$221K – – –
PWS
4910
Proactive Wealth Strategies
Georgia
$220K +$227K +748 New
PIA
4911
Petredis Investment Advisors
Pennsylvania
$220K – – –
GWM
4912
Grand Wealth Management
Michigan
$219K +$226K +746 New
MAV
4913
Mason & Associates (Virginia)
Virginia
$219K – – –
KRW
4914
Kaufman Rossin Wealth
Florida
$219K +$20.3K +67 +10%
OWCM
4915
One Wealth Capital Management
Arizona
$218K -$910 -3 -0.4%
CCAL
4916
City Center Advisors LLC
Michigan
$218K -$90.1K -297 -29%
GCM
4917
Gator Capital Management
Florida
$218K – – –
ECAM
4918
East Coast Asset Management
Massachusetts
$217K -$16.7K -55 -7%
LBC
4919
Lane Brothers & Co
Arizona
$217K -$9.71K -32 -4%
RWP
4920
Ridgeline Wealth Planning
Ohio
$217K +$607 +2 +0.3%
UFPG
4921
United Financial Planning Group
New York
$217K -$102K -337 -31%
MPW
4922
MA Private Wealth
California
$217K +$4.86K +16 +2%
WCM
4923
Westend Capital Management
California
$217K -$2.43K -8 -1%
AWA
4924
Argo Wealth Advisory
Virginia
$216K +$19.4K +64 +10%
CCM
4925
Chaney Capital Management
Washington
$216K -$1.82K -6 -0.8%
195 196
197
198 199