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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2701
Transamerica Financial Advisors
Florida
$217K +$219K +2,304 New
BCA
2702
Biltmore Capital Advisors
New Jersey
$216K +$218K +2,296 New
AAIM
2703
Asset Advisors Investment Management
Georgia
$215K -$112K -1,182 -34%
PFA
2704
Pure Financial Advisors
California
$215K -$3.89K -41 -2%
WI
2705
Wedgewood Investors
Pennsylvania
$213K – – –
EP
2706
Elkhorn Partners
Nebraska
$213K +$1.9K +20 +0.9%
AMG
2707
Asset Management Group
Connecticut
$213K +$2.09K +22 +1%
RHJA
2708
Rice Hall James & Associates
California
$212K – – –
BJ
2709
Brouwer & Janachowski
California
$211K -$89.7K -945 -30%
LWS
2710
Lucia Wealth Services
California
$211K +$22.7K +239 +12%
NWA
2711
New World Advisors
Massachusetts
$210K -$102K -1,079 -33%
IIA
2712
ICW Investment Advisors
Arizona
$210K -$15.7K -165 -7%
WCWM
2713
Willow Creek Wealth Management
California
$210K -$13.8K -145 -6%
22CM
2714
20/20 Capital Management
California
$209K -$72.6K -765 -27%
MF
2715
Manchester Financial
California
$209K +$12.2K +129 +6%
CA
2716
Capital Advantage
California
$208K +$380 +4 +0.2%
VAG
2717
VisionPoint Advisory Group
Texas
$207K -$343K -3,617 -63%
HCP
2718
Holt Capital Partners
Texas
$207K +$209K +2,200 New
AIA
2719
Angeles Investment Advisors
California
$207K +$209K +2,203 New
KBFS
2720
Kohmann Bosshard Financial Services
Ohio
$206K +$3.04K +32 +1%
LWA
2721
Lenox Wealth Advisors
New York
$206K +$21.5K +227 +12%
CANY
2722
Caxton Associates (New York)
New York
$205K -$54.1M -570,177 -100%
AWM
2723
Adams Wealth Management
Utah
$205K +$206K +2,176 New
CICI
2724
Capital Investment Counsel Inc
North Carolina
$204K -$31.8K -335 -13%
RHFI
2725
Reilly Herbert Faulkner III
$202K -$9.49K -100 -4%
107 108
109
110 111