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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
3076
Hillcrest Wealth Advisors
New Jersey
$872K – – –
RA
3077
Rational Advisors
New York
$871K +$548K +2,805 +187%
BDA
3078
Borer Denton & Associates
Pennsylvania
$871K – – –
TA
3079
TCM Advisors
West Virginia
$870K – – –
ACA
3080
Affinity Capital Advisors
California
$870K -$1.96K -10 -0.2%
CFAM
3081
Center For Asset Management
Florida
$869K +$840K +4,297 New
HWM
3082
Hassell Wealth Management
Louisiana
$863K – – –
SAG
3083
Spotlight Asset Group
Illinois
$863K +$56.9K +291 +7%
GWSG
3084
GPS Wealth Strategies Group
Colorado
$863K +$17.8K +91 +2%
RPCONE
3085
Retirement Planning Company of New England
Rhode Island
$862K -$31.7K -162 -4%
WPW
3086
Watershed Private Wealth
Illinois
$861K +$1.76K +9 +0.2%
NVIM
3087
New Vernon Investment Management
Illinois
$860K – – –
MW
3088
Maia Wealth
Colorado
$859K +$799K +4,088 New
BOM
3089
Bank of Marin
California
$858K -$33.2K -170 -4%
HIS
3090
Harvest Investment Services
Illinois
$858K -$70.2K -359 -8%
CI
3091
Cavalier Investments
Georgia
$856K +$24.2K +124 +3%
RHDIC
3092
R.H. Dinel Investment Counsel
California
$853K – – –
SIM
3093
SSI Investment Management
California
$852K -$978 -5 -0.1%
PCA
3094
Prosperity Capital Advisors
Ohio
$851K -$396K -2,026 -33%
AGA
3095
Arkos Global Advisors
Texas
$851K -$63.5K -325 -7%
SRSA
3096
S.R. Schill & Associates
Washington
$850K +$1.76K +9 +0.2%
DIA
3097
Davidson Investment Advisors
Montana
$850K -$55.7K -285 -6%
CIS
3098
Custom Index Systems
New York
$849K +$149K +762 +22%
WWP
3099
Walden Wealth Partners
Ohio
$848K – – –
CWP
3100
Curated Wealth Partners
California
$846K +$818K +4,184 New
122 123
124
125 126