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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
2851
Holt Capital Partners
Texas
$423K – – –
KCA
2852
Karn Couzens & Associates
Connecticut
$423K – – –
LDFR
2853
Lehman & Derafelo Financial Resources
Pennsylvania
$420K +$22.4K +143 +6%
SWRP
2854
Summit Wealth & Retirement Planning
California
$419K +$40.4K +258 +11%
OIS
2855
Okabena Investment Services
Minnesota
$417K – – –
UFA
2856
US Financial Advisors
Massachusetts
$415K – – –
TFGT
2857
TS Financial Group (TSFG)
Illinois
$415K +$157 +1 +0%
MCIA
2858
Mountain Capital Investment Advisors
Colorado
$414K -$195K -1,245 -34%
RC
2859
Rinet Company
Massachusetts
$414K +$130K +828 +49%
KW
2860
KWB Wealth
California
$413K +$73.2K +467 +23%
HAFS
2861
Hapanowicz & Associates Financial Services
Pennsylvania
$412K – – –
DI
2862
Diligent Investors
California
$411K – – –
JGIA
2863
Jackson Grant Investment Advisers
Connecticut
$411K +$470 +3 +0.1%
BWCS
2864
Beirne Wealth Consulting Services
Connecticut
$411K +$114K +730 +41%
B
2865
Bridgeworth
Alabama
$410K -$10.8K -69 -3%
LIM
2866
Lathrop Investment Management
Arkansas
$410K – – –
JLBC
2867
J.L. Bainbridge & Co
Florida
$409K +$12.5K +80 +3%
CCA
2868
Covey Capital Advisors
Georgia
$409K +$392K +2,500 New
EWA
2869
Encompass Wealth Advisors
Oregon
$406K +$157 +1 +0%
VCP
2870
Vista Capital Partners
Oregon
$404K – – –
SSW
2871
Smith Shellnut Wilson
Mississippi
$403K +$94.1K +600 +32%
WIA
2872
World Investment Advisors
California
$402K -$22.7K -145 -6%
WCFA
2873
Walkner Condon Financial Advisors
Wisconsin
$401K +$47.3K +302 +14%
AWP
2874
Abacus Wealth Partners
California
$401K -$132K -841 -26%
BMCM
2875
Bryn Mawr Capital Management
Pennsylvania
$400K +$157 +1 +0%
113 114
115
116 117