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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
2901
Wills Financial Group
Virginia
$370K – – –
JC
2902
Jacobs & Co
California
$368K -$4.7K -30 -1%
RHJA
2903
Rice Hall James & Associates
California
$368K – – –
RWA
2904
Redhawk Wealth Advisors
Minnesota
$367K -$446K -2,847 -56%
FAN
2905
Financial Advisors Network
California
$367K +$25.9K +165 +8%
CC
2906
Centiva Capital
New York
$366K -$4.07M -25,990 -92%
IIA
2907
ICW Investment Advisors
Arizona
$366K +$157 +1 +0%
OPWM
2908
Oxinas Partners Wealth Management
Indiana
$365K +$941 +6 +0.3%
OWA
2909
One Wealth Advisors
California
$364K -$33.4K -213 -9%
DAM
2910
Deltec Asset Management
New York
$364K – – –
MWP
2911
Meridian Wealth Partners
Pennsylvania
$361K +$8.31K +53 +2%
IPW
2912
IronBridge Private Wealth
Texas
$359K +$1.41K +9 +0.4%
CWM
2913
Cahaba Wealth Management
Georgia
$358K +$344K +2,192 New
BJ
2914
Brouwer & Janachowski
California
$357K – – –
FWM
2915
FSA Wealth Management
Massachusetts
$357K +$342K +2,180 New
1W
2916
1776 Wealth
Georgia
$356K -$20.5K -131 -6%
MWM
2917
McNaughton Wealth Management
California
$355K +$38.1K +243 +13%
AF
2918
Apexium Financial
Texas
$355K +$88.9K +567 +35%
CFC
2919
Coyle Financial Counsel
Illinois
$355K +$340K +2,168 New
SCA
2920
St. Clair Advisors
Ohio
$355K +$340K +2,166 New
WAOI
2921
Wealth Advisors of Iowa
Iowa
$354K -$40.3K -257 -11%
CCA
2922
Cadent Capital Advisors
Oklahoma
$353K -$6.9K -44 -2%
AFIA
2923
America First Investment Advisors
Nebraska
$352K -$533K -3,400 -61%
BMD
2924
Better Money Decisions
New Mexico
$352K +$1.88K +12 +0.6%
ECAM
2925
East Coast Asset Management
Massachusetts
$350K – – –
115 116
117
118 119