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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2951
Dougherty Wealth Advisers
Minnesota
$493K
CWM
2952
Cahaba Wealth Management
Georgia
$492K -$11.8K -93 -2%
SFFS
2953
Stonehage Fleming Financial Services
Jersey
$491K -$842K -6,643 -67%
LOIP
2954
Live Oak Investment Partners
Texas
$489K
SPWG
2955
Sage Private Wealth Group
Illinois
$488K -$54.7K -432 -11%
WAM
2956
WNY Asset Management
New York
$487K -$64.9K -512 -12%
SWP
2957
Semus Wealth Partners
Florida
$487K +$460K +3,630 New
CMI
2958
Clare Market Investments
Texas
$487K -$419K -3,307 -48%
HFW
2959
Horizon Family Wealth
Illinois
$485K -$59.2K -467 -11%
PFA
2960
Pure Financial Advisors
California
$485K +$152K +1,203 +50%
AWM
2961
Avondale Wealth Management
Texas
$483K -$127K -1,000 -22%
MF
2962
Montis Financial
Massachusetts
$483K -$2.91K -23 -0.6%
PIA
2963
Powell Investment Advisors
Florida
$482K +$1.52K +12 +0.3%
KC
2964
Kenfarb & Co
Kentucky
$482K -$127K -1,000 -22%
HWM
2965
Horizon Wealth Management
Illinois
$481K -$4.18K -33 -0.9%
IAG
2966
Investment Advisory Group
Massachusetts
$480K +$20.4K +161 +5%
IIM
2967
InTrack Investment Management
Vermont
$479K +$72.7K +574 +19%
UL
2968
Unionview LLC
Washington
$476K +$20.9K +165 +5%
Fuller & Thaler Asset Management
2969
Fuller & Thaler Asset Management
California
$476K -$263K -2,075 -37%
HS
2970
Horan Securities
United States
$476K +$21.4K +169 +5%
HCM
2971
Hutchinson Capital Management
California
$475K -$207K -1,632 -32%
Jacobs Levy Equity Management
2972
Jacobs Levy Equity Management
New Jersey
$475K +$449K +3,544 New
CAWM
2973
Capital Advisors Wealth Management
Washington
$475K +$63.5K +501 +16%
HA
2974
HC Advisors
Georgia
$474K +$40.9K +323 +10%
OFS
2975
Oldfather Financial Services
Nebraska
$471K +$634 +5 +0.1%