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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
2351
Capital Management Associates (New York)
New York
$835K +$229K +2,050 +45%
CFO
2352
Collective Family Office
Pennsylvania
$835K +$735K +6,572 New
CA
2353
Continuum Advisory
Idaho
$834K +$34.6K +310 +5%
SP
2354
Successful Portfolios
Florida
$830K -$21.7K -194 -3%
KLWA
2355
Kelly Lawrence W & Associates
California
$829K -$777K -6,950 -52%
FFG
2356
Fullen Financial Group
Ohio
$829K -$127K -1,140 -15%
LWAM
2357
Legacy Wealth Asset Management
Minnesota
$828K +$729K +6,518 New
RW
2358
REDW Wealth
New Mexico
$826K +$447 +4 +0.1%
MG
2359
Mather Group
Illinois
$826K +$46.6K +417 +7%
REMPR
2360
Roof Eidam Maycock Peralta (REMP)
California
$822K – – –
HWM
2361
Hemington Wealth Management
Virginia
$822K +$723K +6,465 New
UC
2362
Unio Capital
New Jersey
$821K -$109K -978 -13%
CM
2363
Capula Management
Cayman Islands
$821K +$723K +6,464 New
PPW
2364
Pasadena Private Wealth
California
$820K -$60.9K -545 -8%
CWA
2365
Clearview Wealth Advisors
Oregon
$817K +$719K +6,433 New
FCFC
2366
First Citizens Financial Corp
Iowa
$816K +$28.7K +257 +4%
MW
2367
MBL Wealth
North Carolina
$816K +$718K +6,422 New
GA
2368
Geller Advisors
New York
$815K – – –
VCM
2369
Vision Capital Management
Oregon
$807K -$21.8K -195 -3%
CRWM
2370
Castle Rock Wealth Management
California
$806K +$397K +3,554 +144%
RP
2371
Riverbridge Partners
Minnesota
$805K -$1.23K -11 -0.2%
CSWG
2372
Cardinal Strategic Wealth Guidance
Kentucky
$804K -$1.01K -9 -0.1%
AFS
2373
Axiom Financial Strategies
Indiana
$803K – – –
TFM
2374
TFC Financial Management
Massachusetts
$802K +$112 +1 +0%
HAS
2375
HBW Advisory Services
California
$802K +$123K +1,099 +21%
93 94
95
96 97