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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
2976
West Coast Financial
California
$308K +$53.9K +343 +21%
PSC
2977
Prentiss Smith & Co
Vermont
$307K – – –
EWA
2978
ERTS Wealth Advisors
Michigan
$304K +$157 +1 +0.1%
VFM
2979
Vivid Financial Management
California
$303K -$16.5K -105 -5%
PFA
2980
Pinnacle Family Advisors
Missouri
$302K +$54K +344 +22%
TWM
2981
Triton Wealth Management
Arizona
$302K +$296K +1,887 New
RFP
2982
Roth Financial Partners
Texas
$300K – – –
MWM
2983
McNaughton Wealth Management
California
$300K +$90K +573 +42%
TCM
2984
Tanaka Capital Management
New York
$299K -$375K -2,390 -55%
FWP
2985
Firethorn Wealth Partners
Georgia
$298K +$1.1K +7 +0.4%
WFA
2986
Wellspring Financial Advisors
Ohio
$296K -$160K -1,016 -35%
DFA
2987
DHJJ Financial Advisors
Illinois
$296K -$6.91K -44 -2%
NA
2988
Navellier & Associates
Nevada
$296K +$7.85K +50 +3%
TC
2989
Tacita Capital
Ontario, Canada
$295K – – –
VBFG
2990
Vishria Bird Financial Group
Tennessee
$294K -$10.2K -65 -3%
PS
2991
Planned Solutions
California
$294K – – –
RIM
2992
Rockbridge Investment Management
New York
$294K +$5.81K +37 +2%
KPWG
2993
KFA Private Wealth Group
Virginia
$294K +$22.3K +142 +8%
PHAM
2994
Palisades Hudson Asset Management
Florida
$292K – – –
EFL
2995
ERn Financial LLC
Wisconsin
$292K +$2.36K +15 +0.8%
PEA
2996
Pacific Edge Advisors
California
$292K +$19.3K +123 +7%
DC
2997
Derby & Company
Massachusetts
$291K – – –
HS
2998
Horan Securities
United States
$291K +$102K +649 +53%
AGM
2999
Alpine Global Management
New York
$291K +$293K +1,868 New
SSW
3000
Smith Shellnut Wilson
Mississippi
$290K – – –
118 119
120
121 122