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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TR
4951
Tepp RIA
New Jersey
$217K – – –
SG
4952
Somerset Group
Minnesota
$216K – – –
GWMI
4953
Guardian Wealth Management (Illinois)
Illinois
$216K -$310 -1 -0.1%
PWA
4954
Provenance Wealth Advisors
Florida
$215K -$395K -1,276 -66%
CT
4955
ClearAlpha Technologies
Connecticut
$215K +$207K +668 New
ACA
4956
Aspire Capital Advisors
Washington
$215K -$22.3K -72 -10%
CA
4957
Chatterton & Associates
California
$214K +$205K +663 New
PM
4958
Penbrook Management
New York
$213K – – –
AF
4959
Align Financial
Minnesota
$212K +$65.8M +212,369 New
EWM
4960
Evolution Wealth Management
Florida
$212K +$89.8K +290 +79%
CPP
4961
Capasso Planning Partners
South Carolina
$212K +$204K +659 New
PF
4962
Penney Financial
Texas
$212K – – –
EWA
4963
Exit Wealth Advisors
Georgia
$212K +$203K +657 New
TCTWM
4964
Three Cord True Wealth Management
Pennsylvania
$211K +$203K +655 New
CIM
4965
Corbyn Investment Management
Maryland
$211K – – –
AA
4966
Advisory Advocates
Michigan
$211K +$203K +655 New
SS
4967
Sound Stewardship
Kansas
$211K – – –
CCM
4968
Carderock Capital Management
Maryland
$211K -$4.33K -14 -2%
TWM
4969
Trinity Wealth Management
Pennsylvania
$210K +$1.24K +4 +0.6%
EA
4970
Evolution Advisers
Virginia
$209K – – –
JBA
4971
Johnson Bixby & Associates
Washington
$209K +$201K +648 New
SWM
4972
SK Wealth Management
Rhode Island
$209K -$9.29K -30 -4%
LWM
4973
Lifetime Wealth Management
Texas
$208K +$200K +647 New
RS
4974
Rakuten Securities
Japan
$208K -$246K -794 -55%
FF
4975
Financial Futures
New Jersey
$208K +$3.1K +10 +2%
197 198
199
200 201