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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2526
Camarda Financial Advisors
Florida
$125K +$70.1K +680 +124%
LF
2527
Lee Financial
Texas
$125K +$114K +1,109 +853%
WCG
2528
Weaver Consulting Group
California
$118K +$110K +1,068 New
PO
2529
Private Ocean
California
$109K – – –
ST
2530
Sageworth Trust
Pennsylvania
$109K +$38.2K +371 +52%
QI
2531
QV Investors
Alberta, Canada
$105K -$27.8K -270 -21%
TCM
2532
TD Capital Management
Tennessee
$103K – – –
QCIG
2533
Quad-Cities Investment Group
Iowa
$103K +$103 +1 +0.1%
LWS
2534
Lucia Wealth Services
California
$102K +$55.3K +537 +114%
APC
2535
Aspire Private Capital
North Carolina
$101K -$33.9K -329 -25%
KBFS
2536
Kohmann Bosshard Financial Services
Ohio
$101K -$17.5K -170 -15%
PWM
2537
PRW Wealth Management
Massachusetts
$101K -$8.65K -84 -8%
MAM
2538
Marquette Asset Management
Minnesota
$97K +$98.7K +958 New
APW
2539
Acima Private Wealth
Virginia
$95K +$56K +544 +139%
FEG
2540
Financial Enhancement Group
Indiana
$94K -$78.2K -759 -45%
LGWM
2541
Litman Gregory Wealth Management
California
$93K – – –
CFD
2542
Creative Financial Designs
Indiana
$91K +$82.5K +801 +801%
CA
2543
Centerpoint Advisors
Massachusetts
$88K – – –
ACM
2544
Aviance Capital Management
Florida
$83K +$78.1K +758 +1,223%
DOA
2545
D'Orazio & Associates
Virginia
$82K +$3.71K +36 +5%
ME
2546
McIlrath & Eck
Washington
$81K +$7.93K +77 +11%
OWA
2547
One Wealth Advisors
California
$80K +$81.4K +790 New
BEI
2548
Benjamin Edwards Inc
Missouri
$71K +$72.3K +702 New
GCM
2549
Grisanti Capital Management
New York
$69K – – –
CFN
2550
Cordasco Financial Network
Florida
$68K +$34.5K +335 +101%
100 101
102
103 104