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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
3101
Kraematon Investment Advisors
Massachusetts
$348K +$2.36K +16 +0.6%
WFA
3102
WMG Financial Advisors
Tennessee
$348K +$40.3K +273 +12%
RWM
3103
Raffa Wealth Management
District of Columbia
$347K -$40.1K -272 -10%
TFGT
3104
TS Financial Group (TSFG)
Illinois
$347K -$1.18K -8 -0.3%
C
3105
Covestor
United Kingdom
$347K +$71.6K +485 +24%
DJYG
3106
David J. Yvars Group
Florida
$346K -$106K -715 -22%
IF
3107
Integrity Financial
Wyoming
$345K -$182K -1,230 -33%
CC
3108
Cypress Capital
Tennessee
$345K -$109K -740 -23%
HGWM
3109
Horst & Graben Wealth Management
Oregon
$344K +$2.51K +17 +0.7%
BWCS
3110
Beirne Wealth Consulting Services
Connecticut
$343K +$1.48K +10 +0.4%
TS
3111
Tamar Securities
California
$342K +$95.5K +647 +35%
NWA
3112
New World Advisors
Massachusetts
$342K +$108K +735 +39%
IWP
3113
Insight Wealth Partners
Texas
$341K -$78.4K -531 -17%
ACM
3114
Aquatic Capital Management
Illinois
$341K +$369K +2,500 New
HCP
3115
Holt Capital Partners
Texas
$339K -$14.8K -100 -4%
WFI
3116
West Family Investments
California
$337K -$904K -6,123 -71%
JCM
3117
J2 Capital Management
Michigan
$336K -$278K -1,885 -43%
MSFP
3118
Mark Sheptoff Financial Planning
Connecticut
$335K +$74K +501 +26%
MPCL
3119
My Personal CFO LLC
Washington
$334K -$16.2K -110 -4%
CCA
3120
Covey Capital Advisors
Georgia
$334K -$7.38K -50 -2%
WP
3121
Wealthspan Partners
Iowa
$334K +$295 +2 +0.1%
CA
3122
Claris Advisors
Missouri
$334K +$21K +142 +6%
GSIS
3123
Global Strategic Investment Solutions
Arizona
$334K +$81.3K +551 +29%
AMCA
3124
Arthur M. Cohen & Associates
Illinois
$332K -$4.28K -29 -1%
PGWM
3125
Pitti Group Wealth Management
New York
$332K +$14.3K +97 +4%
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