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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
2851
Clare Market Investments
Texas
$426K +$1.1K +7 +0.3%
WA
2852
Wealth Advisors
California
$425K +$5.33K +34 +1%
HCP
2853
Holt Capital Partners
Texas
$423K – – –
KCA
2854
Karn Couzens & Associates
Connecticut
$423K – – –
LDFR
2855
Lehman & Derafelo Financial Resources
Pennsylvania
$420K +$22.4K +143 +6%
SWRP
2856
Summit Wealth & Retirement Planning
California
$419K +$40.4K +258 +11%
OIS
2857
Okabena Investment Services
Minnesota
$417K – – –
UFA
2858
US Financial Advisors
Massachusetts
$415K – – –
TFGT
2859
TS Financial Group (TSFG)
Illinois
$415K +$157 +1 +0%
MCIA
2860
Mountain Capital Investment Advisors
Colorado
$414K -$195K -1,245 -34%
RC
2861
Rinet Company
Massachusetts
$414K +$130K +828 +49%
KW
2862
KWB Wealth
California
$413K +$73.2K +467 +23%
HAFS
2863
Hapanowicz & Associates Financial Services
Pennsylvania
$412K – – –
DI
2864
Diligent Investors
California
$411K – – –
JGIA
2865
Jackson Grant Investment Advisers
Connecticut
$411K +$470 +3 +0.1%
BWCS
2866
Beirne Wealth Consulting Services
Connecticut
$411K +$114K +730 +41%
B
2867
Bridgeworth
Alabama
$410K -$10.8K -69 -3%
LIM
2868
Lathrop Investment Management
Arkansas
$410K – – –
JLBC
2869
J.L. Bainbridge & Co
Florida
$409K +$12.5K +80 +3%
CCA
2870
Covey Capital Advisors
Georgia
$409K +$392K +2,500 New
EWA
2871
Encompass Wealth Advisors
Oregon
$406K +$157 +1 +0%
VCP
2872
Vista Capital Partners
Oregon
$404K – – –
SSW
2873
Smith Shellnut Wilson
Mississippi
$403K +$94.1K +600 +32%
WIA
2874
World Investment Advisors
California
$402K -$22.7K -145 -6%
WCFA
2875
Walkner Condon Financial Advisors
Wisconsin
$401K +$47.3K +302 +14%
113 114
115
116 117