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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
2551
First Command Financial Services
Texas
$686K -$21.8K -190 -3%
AWM
2552
AllSquare Wealth Management
New York
$686K – – –
CFA
2553
CWS Financial Advisors
Michigan
$685K -$91.8K -800 -11%
IF
2554
IRON Financial
Illinois
$684K -$16K -139 -2%
GAM
2555
Gould Asset Management
California
$680K +$266K +2,320 +55%
WWMSC
2556
Wagner Wealth Management (South Carolina)
South Carolina
$679K +$102K +891 +16%
P
2557
&Partners
Tennessee
$678K +$33.3K +290 +5%
NJBEST
2558
New Jersey Better Educational Savings Trust
New Jersey
$675K – – –
LA
2559
LexAurum Advisors
Kansas
$673K -$5.62K -49 -0.8%
SCM
2560
Sterneck Capital Management
Missouri
$673K +$1.49K +13 +0.2%
BFG
2561
Berger Financial Group
Minnesota
$672K +$32.8K +286 +5%
CA
2562
Calton & Associates
Florida
$671K -$122K -1,063 -14%
CC
2563
Callan Capital
California
$671K +$236K +2,059 +47%
APA
2564
Astoria Portfolio Advisors
New York
$668K -$1.95K -17 -0.3%
GFG
2565
Greystone Financial Group
Michigan
$667K -$110K -957 -13%
PWAC
2566
Private Wealth Advisors (California)
California
$667K -$689 -6 -0.1%
RA
2567
Rational Advisors
New York
$666K +$70K +610 +11%
CA
2568
CapWealth Advisors
Tennessee
$665K -$41.2K -359 -5%
SFS
2569
Security Financial Services
Indiana
$665K +$115 +1 +0%
BOM
2570
Bank of Marin
California
$663K -$58.5K -510 -7%
RWI
2571
Red Wave Investments
Pennsylvania
$663K +$8.61K +75 +1%
MAM
2572
McLean Asset Management
Virginia
$661K -$32.6K -284 -4%
KWM
2573
Kolinsky Wealth Management
New Jersey
$658K -$57.1K -498 -7%
CWA
2574
Consilium Wealth Advisory
Texas
$656K -$63.6K -554 -8%
VLKIM
2575
Van Lanschot Kempen Investment Management
Netherlands
$655K -$4.48M -39,055 -86%
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