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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
2901
Jacobs & Co
California
$347K – – –
1W
2902
1776 Wealth
Georgia
$345K -$67.9K -472 -17%
SAM
2903
SP Asset Management
California
$344K +$863 +6 +0.3%
RHJA
2904
Rice Hall James & Associates
California
$342K – – –
AMCA
2905
Arthur M. Cohen & Associates
Illinois
$341K -$91.6K -637 -22%
AWM
2906
Act Wealth Management
Texas
$341K -$34K -236 -10%
BJ
2907
Brouwer & Janachowski
California
$341K – – –
CFSG
2908
Community Financial Services Group
Vermont
$341K – – –
IIA
2909
ICW Investment Advisors
Arizona
$340K +$144 +1 +0%
DAM
2910
Deltec Asset Management
New York
$339K – – –
WFG
2911
Wills Financial Group
Virginia
$338K +$4.46K +31 +1%
EMFAT
2912
Emerald Mutual Fund Advisers Trust
Pennsylvania
$337K -$41.7K -290 -12%
NEPPG
2913
New England Professional Planning Group
Rhode Island
$336K +$23.2K +161 +8%
OBWP
2914
O'Brien Wealth Partners
Massachusetts
$334K +$13.7K +95 +5%
PWC
2915
PYA Waltman Capital
Tennessee
$331K -$28.8K -200 -8%
IPW
2916
IronBridge Private Wealth
Texas
$331K -$10.5K -73 -3%
CCA
2917
Clearwater Capital Advisors
Illinois
$327K -$10.6K -74 -3%
RHFI
2918
Reilly Herbert Faulkner III
$327K – – –
FAN
2919
Financial Advisors Network
California
$326K -$7.05K -49 -2%
SVCP
2920
Silicon Valley Capital Partners
California
$325K -$54.7K -380 -15%
HWA
2921
Hilltop Wealth Advisors
North Carolina
$325K – – –
DS
2922
DRW Securities
Illinois
$325K +$308K +2,138 New
OWA
2923
One Wealth Advisors
California
$324K +$35.7K +248 +13%
BMD
2924
Better Money Decisions
New Mexico
$324K +$306K +2,130 New
PCMC
2925
Private Capital Management (Colorado)
Colorado
$323K -$14.5K -101 -5%
115 116
117
118 119