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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
2126
Avidian Wealth Enterprises
Texas
$1.82M -$2.25K -15 -0.1%
WI
2127
WrapManager Inc
California
$1.82M -$19.8K -132 -1%
IWM
2128
Iams Wealth Management
Nebraska
$1.81M +$1.87M +12,494 New
WWM
2129
WT Wealth Management
Arizona
$1.81M +$128K +854 +7%
CA
2130
Cornerstone Advisory
Maryland
$1.81M -$89.2K -595 -5%
RAM
2131
Readystate Asset Management
Illinois
$1.8M +$1.86M +12,430 New
ILI
2132
Invesco LLC (Illinois)
Illinois
$1.8M +$39.9K +266 +2%
FIM
2133
Freedom Investment Management
Connecticut
$1.8M -$402K -2,680 -18%
LA
2134
Lindenwold Advisors
Pennsylvania
$1.8M -$13.5K -90 -0.7%
TRIA
2135
Trail Ridge Investment Advisors
Colorado
$1.8M -$31K -207 -2%
TIA
2136
Traphagen Investment Advisors
New Jersey
$1.8M +$22.5K +150 +1%
WAM
2137
Weatherly Asset Management
California
$1.78M – – –
AGP
2138
Autumn Glory Partners
Texas
$1.78M +$29.4K +196 +2%
PWM
2139
Paulson Wealth Management
Illinois
$1.77M +$240K +1,604 +15%
VIM
2140
Vista Investment Management
Pennsylvania
$1.77M -$15.1K -101 -0.8%
BST
2141
Bath Savings Trust
Maine
$1.77M -$8.54K -57 -0.5%
FWP
2142
Falcon Wealth Planning
California
$1.77M -$55.9K -373 -3%
LIP
2143
Lighthouse Investment Partners
Florida
$1.76M +$1.82M +12,162 New
KAS
2144
KPP Advisory Services
Kentucky
$1.76M +$1.82M +12,157 New
PIP
2145
Peachtree Investment Partners
Florida
$1.76M +$56.7K +378 +3%
DA
2146
Dover Advisors
Virginia
$1.76M +$4.5K +30 +0.2%
OIM
2147
Oder Investment Management
California
$1.76M -$15.4K -103 -0.8%
AA
2148
Auxano Advisors
Washington
$1.76M +$308K +2,057 +20%
FRA
2149
Front Row Advisors
California
$1.76M +$73.2K +488 +4%
MHIC
2150
Marble Harbor Investment Counsel
Massachusetts
$1.75M +$132K +880 +8%
84 85
86
87 88