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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
5001
Stelac Advisory Services
New York
$211K -$64.3K -207 -24%
WCP
5002
Welch Capital Partners
New York
$210K +$199K +642 New
CCM
5003
Collar Capital Management
Wisconsin
$210K +$199K +641 New
VWA
5004
Vistica Wealth Advisors
California
$210K +$199K +641 New
RFS
5005
Retirement Financial Solutions
Tennessee
$210K +$199K +641 New
OC
5006
Optima Capital
Oregon
$208K +$198K +637 New
TF
5007
Tenon Financial
New Jersey
$208K +$198K +636 New
BSCCG
5008
Blue Sky Capital Consultants Group
California
$208K +$197K +635 New
AF
5009
Align Financial
Minnesota
$208K – – –
KCM
5010
Key Capital Management
Tennessee
$208K +$92.2K +297 +88%
BOC
5011
Bull Oak Capital
California
$207K +$197K +633 New
TCM
5012
TD Capital Management
Tennessee
$207K – – –
SPA
5013
Shore Point Advisors
New Jersey
$207K +$196K +632 New
BIA
5014
Barry Investment Advisors
Massachusetts
$207K +$196K +632 New
TAWM
5015
Three Arch Wealth Management
California
$207K +$196K +632 New
MFG
5016
Mendota Financial Group
Wisconsin
$207K +$196K +631 New
BFA
5017
Bright Financial Advisors
Michigan
$207K +$196K +631 New
CG
5018
Cynosure Group
Utah
$206K -$1.43M -4,606 -88%
RCA
5019
Runnymede Capital Advisors
Ohio
$206K +$195K +629 New
SJGA
5020
Stephen J. Garry & Associates
New York
$206K +$195K +629 New
RF
5021
RetireMitten Financial
Michigan
$205K -$8.07K -26 -4%
PF
5022
Penney Financial
Texas
$205K +$194K +625 New
TCFP
5023
Treasure Coast Financial Planning
Florida
$205K +$194K +625 New
HAFS
5024
Hapanowicz & Associates Financial Services
Pennsylvania
$204K +$194K +624 New
HCA
5025
Hyperion Capital Advisors
New York
$204K +$194K +624 New
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