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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
3151
Capital Directions Investment Advisors
Georgia
$148K +$80K +510 +130%
IWP
3152
IAG Wealth Partners
Wisconsin
$146K – – –
HFA
3153
HC Financial Advisors
California
$142K – – –
BIA
3154
Bell Investment Advisors
California
$139K +$133K +851 New
CFN
3155
Cordasco Financial Network
Florida
$136K -$19K -121 -13%
EIP
3156
Ellis Investment Partners
Pennsylvania
$134K +$16K +102 +14%
WOSD
3157
WFA of San Diego
California
$130K +$125K +797 New
PO
3158
Private Ocean
California
$128K +$6.74K +43 +6%
WFA
3159
West Financial Advisors
Iowa
$123K – – –
HIM
3160
Hillsdale Investment Management
Ontario, Canada
$119K -$116K -740 -50%
RA
3161
Resolute Advisors
California
$119K – – –
TAM
3162
Tucker Asset Management
Colorado
$118K +$55.7K +355 +104%
MAM
3163
McCarthy Asset Management
California
$116K – – –
LPWM
3164
Lake Point Wealth Management
Texas
$115K +$157 +1 +0.1%
LFG
3165
Larson Financial Group
Missouri
$114K -$15.5K -99 -12%
HL
3166
Harding Loevner
New Jersey
$105K – – –
GKWIM
3167
Gerber Kawasaki Wealth & Investment Management
California
$96K -$2.58M -16,481 -99%
TG
3168
TCW Group
California
$94.7K -$1.22M -7,771 -1%
VFIC
3169
Valley Forge Investment Consultants
Pennsylvania
$92K +$17.6K +112 +25%
SFO
3170
Standard Family Office
South Dakota
$91K -$2.05M -13,061 -96%
FA
3171
Financial Avengers
California
$91K +$314 +2 +0.4%
EC
3172
Estate Counselors
Wisconsin
$90K – – –
BHWM
3173
Bay Harbor Wealth Management
Maryland
$83K -$314 -2 -0.4%
SCA
3174
Stuart Chaussee & Associates
California
$83K – – –
MFA
3175
McClarren Financial Advisors
Pennsylvania
$78K +$1.88K +12 +3%
125 126
127
128 129