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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
3101
US Financial Advisors
Massachusetts
$414K +$13.8K +84 +3%
AWM
3102
Aprio Wealth Management
Georgia
$413K -$1.64K -10 -0.4%
CNWM
3103
Clay Northam Wealth Management
California
$413K +$429K +2,611 New
SFWC
3104
Strategic Family Wealth Counselors
New Jersey
$412K – – –
HCP
3105
Holt Capital Partners
Texas
$410K – – –
KCA
3106
Karn Couzens & Associates
Connecticut
$409K – – –
LDFR
3107
Lehman & Derafelo Financial Resources
Pennsylvania
$408K +$1.97K +12 +0.5%
CMI
3108
Clare Market Investments
Texas
$408K -$4.43K -27 -1%
CWA
3109
Capital Wealth Alliance
Arizona
$407K -$9.03K -55 -2%
VCP
3110
Vista Capital Partners
Oregon
$407K +$17.2K +105 +4%
CWM
3111
Cahaba Wealth Management
Georgia
$407K +$62.2K +379 +17%
LFG
3112
Lockerman Financial Group
California
$407K +$423K +2,574 New
GCP
3113
GSA Capital Partners
United Kingdom
$406K -$2.17M -13,241 -84%
IAG
3114
Investment Advisory Group
Massachusetts
$406K +$427K +2,601 New
MWM
3115
Mascoma Wealth Management
New Hampshire
$405K -$134K -819 -24%
MPCL
3116
My Personal CFO LLC
Washington
$405K +$420K +2,557 New
CW
3117
Cook Wealth
North Carolina
$405K +$436K +2,653 New
TFGT
3118
TS Financial Group (TSFG)
Illinois
$404K +$2.46K +15 +0.6%
PWS
3119
Paragon Wealth Strategies
Florida
$403K -$57.6K -351 -12%
WA
3120
Wealth Advisors
California
$403K +$164 +1 +0%
KIA
3121
Kraematon Investment Advisors
Massachusetts
$402K +$417K +2,537 New
KW
3122
KWB Wealth
California
$401K +$1.15K +7 +0.3%
NIM
3123
NuWave Investment Management
New Jersey
$401K +$416K +2,533 New
GCL
3124
Gouws Capital LLC
North Carolina
$400K +$415K +2,525 New
HS
3125
Horan Securities
United States
$400K +$415K +2,525 New
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125
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