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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAFS
2876
Hapanowicz & Associates Financial Services
Pennsylvania
$392K – – –
SAM
2877
Sequent Asset Management
Texas
$392K +$157 +1 +0%
JGIA
2878
Jackson Grant Investment Advisers
Connecticut
$390K +$628 +4 +0.2%
LIM
2879
Lathrop Investment Management
Arkansas
$390K +$8.79K +56 +2%
MF
2880
Manchester Financial
California
$390K +$28.7K +183 +8%
CCA
2881
Covey Capital Advisors
Georgia
$389K -$393K -2,500 Closed
CAG
2882
Curtis Advisory Group
California
$389K – – –
CWA
2883
Capital Wealth Alliance
Arizona
$386K +$471 +3 +0.1%
TI
2884
Truepoint Inc
Ohio
$385K -$24.8K -158 -6%
EWA
2885
Encompass Wealth Advisors
Oregon
$385K – – –
VCP
2886
Vista Capital Partners
Oregon
$384K +$19K +121 +5%
GAM
2887
Gould Asset Management
California
$384K +$62.8K +400 +19%
AIL
2888
AGF Investments LLC
Ontario, Canada
$384K +$105K +666 +37%
HFA
2889
Hoover Financial Advisors
Pennsylvania
$384K +$111K +708 +40%
WA
2890
Wealth Advisors
California
$381K -$10.1K -64 -2%
BMCM
2891
Bryn Mawr Capital Management
Pennsylvania
$380K +$23.6K +150 +7%
PCMK
2892
Paragon Capital Management (Kansas)
Kansas
$379K -$85.8K -546 -18%
OWA
2893
One Wealth Advisors
California
$379K +$48.8K +311 +15%
AGA
2894
Accuvest Global Advisors
Utah
$378K -$44.9K -286 -11%
JLBC
2895
J.L. Bainbridge & Co
Florida
$377K – – –
LDFR
2896
Lehman & Derafelo Financial Resources
Pennsylvania
$377K +$8.79K +56 +2%
WAOI
2897
Wealth Advisors of Iowa
Iowa
$377K +$15.9K +101 +4%
AL
2898
Arnhold LLC
New York
$375K – – –
AIA
2899
AIMZ Investment Advisors
California
$372K -$2.04K -13 -0.5%
AMCA
2900
Arthur M. Cohen & Associates
Illinois
$372K +$25.9K +165 +7%
114 115
116
117 118