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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
4926
MA Private Wealth
California
$232K -$117K -379 -34%
FPTW
4927
Franklin, Parlapiano, Turner & Welch
Texas
$232K – – –
CA
4928
CV Advisors
Florida
$231K +$17K +55 +8%
SB
4929
Semitam Bonam
New York
$231K – – –
TWG
4930
The Wealth Group
Minnesota
$230K +$221K +713 New
CWA
4931
Cornerstone Wealth Advisors
Minnesota
$229K +$619 +2 +0.3%
BIS
4932
BG Investment Services
Guam
$228K +$7.43K +24 +4%
RIG
4933
Renaissance Investment Group
Massachusetts
$227K – – –
PD
4934
Planning Directions
Pennsylvania
$227K +$1.24K +4 +0.6%
OWCM
4935
One Wealth Capital Management
Arizona
$227K -$13.6K -44 -6%
HFO
4936
Heritage Family Offices
Arizona
$227K +$218K +704 New
QA
4937
Quattro Advisors
Pennsylvania
$226K +$217K +701 New
FAM
4938
Forte Asset Management
New York
$226K – – –
VFG
4939
V2 Financial group
Illinois
$226K – – –
SPWM
4940
Smith Partners Wealth Management
North Carolina
$226K +$217K +700 New
CCMI
4941
Creative Capital Management Investments
California
$225K +$13.3K +43 +7%
CIS
4942
Continental Investors Services
Washington
$225K +$10.5K +34 +5%
IIA
4943
Integrity Investment Advisors
Colorado
$224K +$216K +697 New
FWP
4944
Forefront Wealth Partners
Texas
$224K +$215K +696 New
AAMC
4945
Asset Allocation & Management Company
Illinois
$224K – – –
PFA
4946
Peak Financial Advisors
Colorado
$224K – – –
CWM
4947
Cedar Wealth Management
California
$223K +$198K +641 +1,257%
MFF
4948
Michels Family Financial
Texas
$223K +$214K +692 New
ODFS
4949
O'Donnell Financial Services
California
$223K -$929 -3 -0.4%
BWG
4950
Beta Wealth Group
California
$222K +$310 +1 +0.1%
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198
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