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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
3151
Affinia Financial Group
Massachusetts
$256K +$867 +7 +0.3%
WQ
3152
Wealth Quarterback
New Jersey
$256K +$282K +2,273 New
CNWM
3153
Clay Northam Wealth Management
California
$255K -$40.3K -325 -13%
RWM
3154
Raffa Wealth Management
District of Columbia
$255K -$35.7K -288 -11%
CWA
3155
CM Wealth Advisors
Ohio
$254K +$280K +2,257 New
JSAM
3156
J. Safra Asset Management
New York
$254K -$124K -1,000 -33%
IA
3157
Inspire Advisors
Idaho
$254K +$57K +460 +26%
DP
3158
Denver PWM
Colorado
$253K +$5.45K +44 +2%
MFS
3159
Mirabella Financial Services
United Kingdom
$253K +$278K +2,244 New
SAM
3160
SP Asset Management
California
$252K -$14.4K -116 -5%
CWM
3161
Campbell Wealth Management
Virginia
$252K -$9.29K -75 -3%
BBPWM
3162
Blue Bell Private Wealth Management
Pennsylvania
$252K +$1.61K +13 +0.6%
DAM
3163
Deltec Asset Management
New York
$251K – – –
GCL
3164
Gouws Capital LLC
North Carolina
$251K – – –
EWA
3165
Encompass Wealth Advisors
Oregon
$250K -$44.1K -356 -14%
PTC
3166
Petrus Trust Company
Texas
$250K +$275K +2,222 New
DA
3167
Drake & Associates
Wisconsin
$250K +$276K +2,224 New
BWCS
3168
Beirne Wealth Consulting Services
Connecticut
$249K -$38.4K -310 -12%
JC
3169
Jacobs & Co
California
$249K -$3.84K -31 -1%
KFS
3170
Kurt F. Somerville
$249K +$61.9K +500 +29%
JSC
3171
Jackson Square Capital
California
$248K -$1.51M -12,223 -85%
PS
3172
Planned Solutions
California
$248K +$17.8K +144 +7%
FAN
3173
Financial Advisors Network
California
$247K -$2.48K -20 -0.9%
HNWA
3174
Henrickson Nauta Wealth Advisors
Michigan
$246K – – –
CFC
3175
Coyle Financial Counsel
Illinois
$245K -$1.11K -9 -0.4%
125 126
127
128 129