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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
5001
Graetz Wealth
Michigan
$203K +$195K +630 New
BIA
5002
Barry Investment Advisors
Massachusetts
$203K -$194K -625 -50%
TBC
5003
Ted Buchan & Co
California
$202K -$14.6K -47 -7%
RC
5004
Resolute Capital
South Carolina
$202K +$194K +627 New
VFIC
5005
Valley Forge Investment Consultants
Pennsylvania
$202K -$10.8K -35 -5%
EIP
5006
Ellis Investment Partners
Pennsylvania
$202K +$194K +626 New
TWD
5007
True Wealth Design
Ohio
$201K +$31K +100 +19%
HCA
5008
Hyperion Capital Advisors
New York
$201K +$193K +624 New
CWM
5009
C2C Wealth Management
Arizona
$200K +$193K +622 New
DSA
5010
Droms Strauss Advisors
Missouri
$200K +$193K +622 New
AW
5011
Affinity Wealth
Ohio
$198K +$190K +614 New
BC
5012
Bayforest Capital
United Kingdom
$197K +$189K +611 New
T
5013
TOBAM
France
$196K +$10.8K +35 +6%
BCM
5014
Basso Capital Management
Connecticut
$195K – – –
MCM
5015
MidAtlantic Capital Management
Virginia
$193K +$186K +600 New
AIS
5016
Advocate Investing Services
Maryland
$193K +$185K +599 New
SAS
5017
Stelac Advisory Services
New York
$190K -$929 -3 -0.5%
MW
5018
Merited Wealth
Florida
$190K +$183K +590 New
EI
5019
eCIO Inc
Wisconsin
$190K -$55.1K -178 -23%
HHMI
5020
Howard Hughes Medical Institute
Maryland
$189K -$929 -3 -0.5%
GFM
5021
GF Fund Management
China
$189K +$181K +586 New
WFA
5022
West Financial Advisors
Iowa
$188K +$5.88K +19 +3%
NL
5023
NorthAvenue LLC
Ohio
$188K +$181K +583 New
SFO
5024
Standard Family Office
South Dakota
$186K – – –
FNWA
5025
Financial Network Wealth Advisors
Utah
$186K +$619 +2 +0.3%
199 200
201
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