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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
4951
BAM Wealth Management
Colorado
$207K -$17.6K -58 -8%
VWA
4952
Valued Wealth Advisors
Utah
$207K -$26.4K -87 -11%
PFA
4953
Pinnacle Family Advisors
Missouri
$206K +$19.7K +65 +10%
FFG
4954
Foundry Financial Group
New Hampshire
$206K +$6.98K +23 +3%
JCM
4955
Jag Capital Management
Missouri
$206K +$212K +700 New
FAM
4956
Forte Asset Management
New York
$206K – – –
SPWM
4957
Smith Partners Wealth Management
North Carolina
$206K – – –
LSL
4958
Legacy Solutions LLC
Pennsylvania
$206K -$38.5K -127 -15%
FCMC
4959
Founders Capital Management (Connecticut)
Connecticut
$206K -$16.7K -55 -7%
SG
4960
Somerset Group
Minnesota
$205K – – –
PFA
4961
Peak Financial Advisors
Colorado
$204K – – –
SFP
4962
Strategic Financial Partners
Oregon
$204K +$3.64K +12 +2%
AWM
4963
AAF Wealth Management
Massachusetts
$204K +$210K +693 New
CWM
4964
Cedar Wealth Management
California
$204K – – –
SRCM
4965
Signature Resources Capital Management
California
$203K +$14.3K +47 +7%
PWA
4966
Provenance Wealth Advisors
Florida
$202K +$6.07K +20 +3%
ODFS
4967
O'Donnell Financial Services
California
$202K -$1.21K -4 -0.6%
BI
4968
Breachway Investments
Rhode Island
$202K +$303 +1 +0.1%
CIM
4969
Confluence Investment Management
Missouri
$202K – – –
MFF
4970
Michels Family Financial
Texas
$201K -$2.73K -9 -1%
TGIA
4971
Torrey Growth & Income Advisors
California
$200K +$4.55K +15 +2%
SWM
4972
Salvus Wealth Management
New Jersey
$200K – – –
HCP
4973
Hamilton Capital Partners
Georgia
$200K +$206K +680 New
PCM
4974
Passive Capital Management
Maryland
$200K +$206K +680 New
CCMI
4975
Creative Capital Management Investments
California
$195K -$10.6K -35 -5%
197 198
199
200 201