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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2876
Fortis Capital Advisors
Kansas
$586K -$42.9K -313 -7%
RIS
2877
Retirement Income Solutions
Michigan
$585K +$32.6K +238 +6%
OLVIG
2878
Oliver Lagore Vanvalin Investment Group
Michigan
$584K +$6.58K +48 +1%
BWM
2879
Baron Wealth Management
Michigan
$583K +$39K +285 +7%
FPA
2880
First Pacific Advisors
California
$580K -$349K -2,550 -36%
AFG
2881
Arkansas Financial Group
Arkansas
$579K -$36.9K -269 -6%
GA
2882
Goldstein Advisors
Wisconsin
$578K +$77K +562 +15%
PCI
2883
Planning Center Inc
Illinois
$577K +$1.78K +13 +0.3%
BAG
2884
Bridgewealth Advisory Group
California
$577K +$274 +2 +0%
EWP
2885
Engrave Wealth Partners
Texas
$576K -$7.26K -53 -1%
IA
2886
Insight Advisors
Pennsylvania
$575K -$80.8K -590 -12%
PFA
2887
Pure Financial Advisors
California
$575K +$109K +797 +22%
WAM
2888
Weinberger Asset Management
California
$573K +$30K +219 +5%
QFA
2889
Quantum Financial Advisors
California
$572K +$5.07K +37 +0.8%
NFG
2890
Nadler Financial Group
Illinois
$572K -$33.3K -243 -5%
CFLC
2891
California First Leasing Corp
California
$571K – – –
PFC
2892
Phocas Financial Corp
California
$570K -$245K -1,785 -29%
FNC
2893
First National Corp
Massachusetts
$569K +$411 +3 +0.1%
WA1
2894
Wimmer Associates 1
California
$569K -$1.92K -14 -0.3%
EWA
2895
Evolution Wealth Advisors
Florida
$567K +$59.5K +434 +11%
DE
2896
Day & Ennis
Georgia
$566K – – –
CFG
2897
Carr Financial Group
Massachusetts
$566K +$27.3K +199 +5%
EIA
2898
Eldridge Investment Advisors
New Hampshire
$565K -$7.4K -54 -1%
TFF
2899
The Family Firm
Maryland
$564K +$5.48K +40 +0.9%
AAMC
2900
Asset Allocation & Management Company
Illinois
$564K – – –
114 115
116
117 118