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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2851
Altus Wealth Management
Kentucky
$396K +$1.15K +8 +0.3%
HGWM
2852
Horst & Graben Wealth Management
Oregon
$396K +$144K +1,000 +62%
KCA
2853
Karn Couzens & Associates
Connecticut
$394K – – –
DA
2854
Detalus Advisors
Missouri
$388K -$46.8K -325 -11%
SNBOSCI
2855
Security National Bank of Sioux City Iowa
Iowa
$387K +$56.3K +391 +18%
OA
2856
Oxbow Advisors
Texas
$387K +$70.6K +491 +24%
UFA
2857
US Financial Advisors
Massachusetts
$386K -$9.35K -65 -3%
LWM
2858
Liberty Wealth Management
California
$386K – – –
EWA
2859
Encompass Wealth Advisors
Oregon
$385K -$23.9K -166 -6%
HAFS
2860
Hapanowicz & Associates Financial Services
Pennsylvania
$384K -$262K -1,820 -42%
SAM
2861
Sequent Asset Management
Texas
$384K +$144 +1 +0%
WA
2862
Wealth Advisors
California
$384K +$144 +1 +0%
CAG
2863
Curtis Advisory Group
California
$381K -$28.8K -200 -7%
JGIA
2864
Jackson Grant Investment Advisers
Connecticut
$381K +$3.17K +22 +0.9%
CCA
2865
Covey Capital Advisors
Georgia
$381K +$360K +2,500 New
HCP
2866
Holt Capital Partners
Texas
$379K – – –
MAM
2867
Marotta Asset Management
Virginia
$377K +$14.4K +100 +4%
MAM
2868
Martingale Asset Management
Massachusetts
$376K +$355K +2,469 New
DI
2869
Diligent Investors
California
$374K -$32.2K -224 -8%
DBRC
2870
D.B. Root & Company
Pennsylvania
$374K -$9.21K -64 -3%
LIM
2871
Lathrop Investment Management
Arkansas
$373K – – –
IP
2872
Isthmus Partners
Wisconsin
$371K -$7.05K -49 -2%
CHA
2873
Cooper/Haims Advisors
New York
$370K +$16.8K +117 +5%
JLBC
2874
J.L. Bainbridge & Co
Florida
$369K -$245K -1,703 -41%
TFGT
2875
TS Financial Group (TSFG)
Illinois
$368K -$18.8K -131 -5%
113 114
115
116 117