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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WR
2551
Watson Rebecca
$256K – – –
AAM
2552
AMI Asset Management
California
$256K +$4.13K +34 +1%
HWA
2553
Heartwood Wealth Advisors
Virginia
$255K -$24.9K -205 -7%
GGI
2554
Godsey & Gibb Inc
Virginia
$254K -$38.1K -314 -10%
SBA
2555
Secrest Blakey & Associates
North Carolina
$254K +$37.2K +306 +12%
CFC
2556
Coyle Financial Counsel
Illinois
$252K -$14.6K -120 -4%
BFIC
2557
Bedell Frazier Investment Counselling
California
$252K +$1.22K +10 +0.4%
LWM
2558
Liberty Wealth Management
California
$252K +$3.52K +29 +1%
BA
2559
Ballast Advisors
Minnesota
$252K +$31.3K +258 +10%
CF
2560
Corrigan Financial
Rhode Island
$252K +$243 +2 +0.1%
VCP
2561
Vista Capital Partners
Oregon
$251K -$36.1K -297 -10%
MMHP
2562
Murphy Middleton Hinkle & Parker
Georgia
$251K – – –
WA
2563
Wealth Advisors
California
$250K -$850K -7,000 -71%
POIA
2564
Pin Oak Investment Advisors
Texas
$250K +$6.92K +57 +2%
TA
2565
Trellis Advisors
Washington
$250K +$49K +403 +17%
EI
2566
Ellevest Inc
New York
$250K +$77.1K +635 +30%
FWCM
2567
First Western Capital Management
California
$249K -$3.28K -27 -1%
ATFA
2568
All Terrain Financial Advisors
Minnesota
$249K +$4.01K +33 +1%
CWA
2569
Clarity Wealth Advisors
California
$248K +$2.43K +20 +0.7%
CWAF
2570
Core Wealth Advisors (Florida)
Florida
$248K +$183K +1,508 +121%
CCA
2571
Conestoga Capital Advisors
Pennsylvania
$247K – – –
DA
2572
Detalus Advisors
Missouri
$247K +$1.22K +10 +0.4%
BL
2573
Balentine LLC
Georgia
$246K -$25.3K -208 -7%
RC
2574
Reik & Co
New York
$245K – – –
OR
2575
Olympiad Research
Connecticut
$245K +$331K +2,726 New
101 102
103
104 105