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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2776
Wallace Capital Management
Texas
$209K -$13.6K -106 -7%
BLAM
2777
Bourne Lent Asset Management
New York
$209K +$192K +1,500 New
GWM
2778
GSB Wealth Management
Connecticut
$209K +$192K +1,500 New
CCC
2779
Chelsea Counsel Company
California
$208K -$218K -1,700 -53%
KL
2780
KWMG LLC
Kansas
$208K +$191K +1,489 New
HFA
2781
Hoover Financial Advisors
Pennsylvania
$207K +$190K +1,482 New
ACA
2782
Ascension Capital Advisors
Texas
$205K +$189K +1,471 New
ACA
2783
Anchor Capital Advisors
Massachusetts
$204K -$58.1K -453 -24%
HGWM
2784
Harvest Group Wealth Management
Massachusetts
$203K +$513 +4 +0.3%
TAM
2785
Trust Asset Management
Texas
$203K +$187K +1,457 New
SBWIC
2786
Schaper Benz & Wise Investment Counsel
Wisconsin
$203K +$187K +1,459 New
CWM
2787
Cahaba Wealth Management
Georgia
$203K +$188K +1,462 New
KPWG
2788
KFA Private Wealth Group
Virginia
$202K +$186K +1,452 New
KFS
2789
Kurt F. Somerville
$200K +$184K +1,435 New
DI
2790
Disciplined Investments
Oklahoma
$195K +$180K +1,402 New
KFS
2791
Kelly Financial Services
Massachusetts
$190K +$9.49K +74 +6%
APC
2792
Aspire Private Capital
North Carolina
$186K +$13.2K +103 +8%
FFW
2793
Fusion Family Wealth
New York
$181K – – –
KBFS
2794
Kohmann Bosshard Financial Services
Ohio
$181K – – –
CWA
2795
Capital Wealth Alliance
Arizona
$179K +$173K +1,350 New
CMO
2796
Covenant Multifamily Offices
Texas
$177K +$1.93M +15,074 New
AA
2797
Advisory Alpha
Michigan
$176K -$2.31K -18 -1%
CWAF
2798
Core Wealth Advisors (Florida)
Florida
$173K +$160K +1,244 New
ELI
2799
Empire Life Investments
Ontario, Canada
$164K +$76.4K +596 +103%
CFD
2800
Creative Financial Designs
Indiana
$163K -$34.5K -269 -19%
110 111
112
113 114