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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCTWM
4976
Three Cord True Wealth Management
Pennsylvania
$211K +$203K +655 New
CIM
4977
Corbyn Investment Management
Maryland
$211K – – –
AA
4978
Advisory Advocates
Michigan
$211K +$203K +655 New
SS
4979
Sound Stewardship
Kansas
$211K – – –
CCM
4980
Carderock Capital Management
Maryland
$211K -$4.33K -14 -2%
TWM
4981
Trinity Wealth Management
Pennsylvania
$210K +$1.24K +4 +0.6%
EA
4982
Evolution Advisers
Virginia
$209K – – –
JBA
4983
Johnson Bixby & Associates
Washington
$209K +$201K +648 New
SWM
4984
SK Wealth Management
Rhode Island
$209K -$9.29K -30 -4%
LWM
4985
Lifetime Wealth Management
Texas
$208K +$200K +647 New
RS
4986
Rakuten Securities
Japan
$208K -$246K -794 -55%
FF
4987
Financial Futures
New Jersey
$208K +$3.1K +10 +2%
MIAS
4988
Mason Investment Advisory Services
Virginia
$208K +$200K +645 New
CG
4989
Castellan Group
Kentucky
$208K +$199K +644 New
SRCM
4990
Signature Resources Capital Management
California
$207K +$9.29K +30 +5%
AWMI
4991
Aegis Wealth Management (Iowa)
Iowa
$207K +$199K +643 New
BS
4992
Brighton Securities
New York
$207K -$25.1K -81 -11%
WCP
4993
Welch Capital Partners
New York
$207K – – –
CCM
4994
Collar Capital Management
Wisconsin
$207K – – –
AIM
4995
Arcadia Investment Management
Michigan
$206K -$452K -1,459 -70%
PFA
4996
Pinnacle Family Advisors
Missouri
$205K +$197K +637 New
BSCCG
4997
Blue Sky Capital Consultants Group
California
$205K +$196K +634 New
B
4998
BetterWealth
California
$204K -$13K -42 -6%
JGUA
4999
John G. Ullman & Associates
New York
$204K +$196K +633 New
MFG
5000
Mendota Financial Group
Wisconsin
$203K – – –
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200
201 202