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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
3126
Beirne Wealth Consulting Services
Connecticut
$399K – – –
MWM
3127
Madison Wealth Management
Ohio
$399K +$27.1K +165 +7%
JGIA
3128
Jackson Grant Investment Advisers
Connecticut
$398K +$493 +3 +0.1%
RWA
3129
Redhawk Wealth Advisors
Minnesota
$398K +$44.3K +270 +12%
WA
3130
Wealthstream Advisors
New York
$398K +$413K +2,516 New
HGWM
3131
Horst & Graben Wealth Management
Oregon
$397K -$33.2K -202 -7%
CCA
3132
Covey Capital Advisors
Georgia
$396K – – –
JLBC
3133
J.L. Bainbridge & Co
Florida
$396K – – –
CYG
3134
Clean Yield Group
Vermont
$396K +$102K +619 +33%
EWA
3135
Encompass Wealth Advisors
Oregon
$393K +$328 +2 +0.1%
HIS
3136
Harvest Investment Services
Illinois
$392K -$268K -1,632 -40%
TDC
3137
Thompson Davis & Co
Virginia
$392K +$407K +2,476 New
C
3138
CEDRUS
Colorado
$392K +$406K +2,474 New
BMCM
3139
Bryn Mawr Capital Management
Pennsylvania
$391K +$4.93K +30 +1%
OWA
3140
Opal Wealth Advisors
New York
$391K +$115K +698 +39%
AMCA
3141
Arthur M. Cohen & Associates
Illinois
$390K +$10K +61 +3%
HFS
3142
Heritage Financial Services
Massachusetts
$387K +$401K +2,444 New
WP
3143
Wealthspan Partners
Iowa
$387K +$402K +2,445 New
FEM
3144
Fulcrum Equity Management
Texas
$384K -$71.1K -433 -15%
AL
3145
Arnhold LLC
New York
$382K – – –
BDFN
3146
Bond & Devick Financial Network
Minnesota
$380K -$821 -5 -0.2%
DBRC
3147
D.B. Root & Company
Pennsylvania
$380K +$161K +978 +69%
AWP
3148
Abacus Wealth Partners
California
$380K -$8.21K -50 -2%
UCB
3149
United Community Bank
South Carolina
$380K +$394K +2,398 New
LIM
3150
Lathrop Investment Management
Arkansas
$379K -$18.7K -114 -5%
124 125
126
127 128