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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3126
Wealth Advisors
California
$331K -$17.1K -116 -5%
HFS
3127
Heritage Financial Services
Massachusetts
$331K -$1.92K -13 -0.5%
OWA
3128
One Wealth Advisors
California
$331K +$32.9K +223 +10%
PCMK
3129
Paragon Capital Management (Kansas)
Kansas
$331K +$359K +2,431 New
JGIA
3130
Jackson Grant Investment Advisers
Connecticut
$330K -$14.2K -96 -4%
EA
3131
Ellsworth Advisors
Ohio
$330K +$370K +2,508 New
AL
3132
Arnhold LLC
New York
$329K – – –
CW
3133
Cook Wealth
North Carolina
$329K – – –
NC
3134
NovaPoint Capital
Georgia
$328K +$2.21K +15 +0.6%
SWG
3135
Summit Wealth Group
Vermont
$326K -$118K -798 -25%
TI
3136
Truepoint Inc
Ohio
$326K -$35.6K -241 -9%
LIM
3137
Lathrop Investment Management
Arkansas
$326K – – –
CFP
3138
Curran Financial Partners
South Carolina
$326K +$148 +1 +0%
SFC
3139
SYM Financial Corp
Indiana
$325K +$86.8K +588 +33%
TC
3140
Truvestments Capital
Florida
$324K +$1.62K +11 +0.5%
WFG
3141
Wills Financial Group
Virginia
$323K +$15.8K +107 +5%
PWC
3142
PYA Waltman Capital
Tennessee
$323K +$69.8K +473 +25%
ACM
3143
Advance Capital Management
Michigan
$322K +$443 +3 +0.1%
CWG
3144
Crown Wealth Group
North Carolina
$322K +$349K +2,362 New
SAM
3145
SP Asset Management
California
$321K +$6.94K +47 +2%
MGAM
3146
McGowan Group Asset Management
Texas
$321K +$124K +840 +56%
IP
3147
Isthmus Partners
Wisconsin
$320K +$1.48K +10 +0.4%
BFS
3148
Bickling Financial Services
Massachusetts
$318K +$2.07K +14 +0.6%
VBWMG
3149
Von Berge Wealth Management Group
California
$318K +$148K +1,000 +66%
JSA
3150
Jacobson & Schmitt Advisors
Wisconsin
$317K – – –
124 125
126
127 128