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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
2601
Davis Investment Partners
North Carolina
$851K +$756K +5,970 New
SFS
2602
Security Financial Services
Indiana
$851K -$2.91K -23 -0.4%
TVAMP
2603
Tennessee Valley Asset Management Partners
Tennessee
$850K +$19.4K +153 +2%
MSWM
2604
McGlone Suttner Wealth Management
Wisconsin
$845K +$798K +6,299 New
FHC
2605
First Heartland Consultants
Missouri
$844K +$175K +1,383 +28%
BWA
2606
Bordeaux Wealth Advisors
California
$843K +$10.5K +83 +1%
EBA
2607
Eagle Bay Advisors
New York
$842K +$38K +300 +5%
VCM
2608
Viewpoint Capital Management
Washington
$840K -$115K -911 -13%
WMC
2609
Westwood Management Corporation
Illinois
$839K – – –
TWA
2610
Talisman Wealth Advisors
New Jersey
$839K +$793K +6,256 New
CFG
2611
Cooper Financial Group
California
$839K +$50K +395 +7%
PWAC
2612
Private Wealth Advisors (California)
California
$838K -$17.1K -135 -2%
LAS
2613
LWM Advisory Services
Florida
$837K -$452K -3,567 -36%
SC
2614
Solstein Capital
California
$836K +$127 +1 +0%
RP
2615
Riverbridge Partners
Minnesota
$832K – – –
KIC
2616
Keating Investment Counselors
Florida
$831K – – –
NFP
2617
Narus Financial Partners
Utah
$831K +$28.5K +225 +4%
GFG
2618
Greystone Financial Group
Michigan
$827K -$26.6K -210 -3%
HWP
2619
Highline Wealth Partners
California
$826K – – –
PFC
2620
Phocas Financial Corp
California
$826K -$275K -2,170 -26%
OWA
2621
One Wealth Advisors
California
$824K -$185K -1,458 -19%
BC
2622
Barrett & Company
Rhode Island
$822K – – –
TA
2623
TCM Advisors
West Virginia
$818K – – –
SWM
2624
Shakespeare Wealth Management
Wisconsin
$817K -$203K -1,601 -21%
BAM
2625
Beaumont Asset Management
Texas
$816K +$10.5K +83 +1%
103 104
105
106 107