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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3101
Encompass Wealth Advisors
Oregon
$351K +$13.6K +92 +4%
KIA
3102
Kraematon Investment Advisors
Massachusetts
$348K +$2.36K +16 +0.6%
WFA
3103
WMG Financial Advisors
Tennessee
$348K +$40.3K +273 +12%
RWM
3104
Raffa Wealth Management
District of Columbia
$347K -$40.1K -272 -10%
TFGT
3105
TS Financial Group (TSFG)
Illinois
$347K -$1.18K -8 -0.3%
C
3106
Covestor
United Kingdom
$347K +$71.6K +485 +24%
DJYG
3107
David J. Yvars Group
Florida
$346K -$106K -715 -22%
IF
3108
Integrity Financial
Wyoming
$345K -$182K -1,230 -33%
CC
3109
Cypress Capital
Tennessee
$345K -$109K -740 -23%
HGWM
3110
Horst & Graben Wealth Management
Oregon
$344K +$2.51K +17 +0.7%
BWCS
3111
Beirne Wealth Consulting Services
Connecticut
$343K +$1.48K +10 +0.4%
TS
3112
Tamar Securities
California
$342K +$95.5K +647 +35%
NWA
3113
New World Advisors
Massachusetts
$342K +$108K +735 +39%
IWP
3114
Insight Wealth Partners
Texas
$341K -$78.4K -531 -17%
ACM
3115
Aquatic Capital Management
Illinois
$341K +$369K +2,500 New
HCP
3116
Holt Capital Partners
Texas
$339K -$14.8K -100 -4%
WFI
3117
West Family Investments
California
$337K -$904K -6,123 -71%
JCM
3118
J2 Capital Management
Michigan
$336K -$278K -1,885 -43%
MSFP
3119
Mark Sheptoff Financial Planning
Connecticut
$335K +$74K +501 +26%
MPCL
3120
My Personal CFO LLC
Washington
$334K -$16.2K -110 -4%
CCA
3121
Covey Capital Advisors
Georgia
$334K -$7.38K -50 -2%
WP
3122
Wealthspan Partners
Iowa
$334K +$295 +2 +0.1%
CA
3123
Claris Advisors
Missouri
$334K +$21K +142 +6%
GSIS
3124
Global Strategic Investment Solutions
Arizona
$334K +$81.3K +551 +29%
AMCA
3125
Arthur M. Cohen & Associates
Illinois
$332K -$4.28K -29 -1%
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