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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3176
FSA Wealth Management
Massachusetts
$361K +$16.8K +102 +5%
MF
3177
Manchester Financial
California
$360K -$6.24K -38 -2%
PFG
3178
Pinnacle Financial Group
Illinois
$359K +$373K +2,269 New
WFG
3179
Wills Financial Group
Virginia
$358K – – –
SL
3180
Salomon & Ludwin
Virginia
$358K +$50.9K +310 +16%
SIC
3181
SJS Investment Consulting
Ohio
$357K +$370K +2,254 New
RHJA
3182
Rice Hall James & Associates
California
$356K – – –
IIA
3183
ICW Investment Advisors
Arizona
$354K +$164 +1 +0%
BBPWM
3184
Blue Bell Private Wealth Management
Pennsylvania
$353K +$366K +2,227 New
DAM
3185
Deltec Asset Management
New York
$352K – – –
NERM
3186
New England Research & Management
Illinois
$352K +$365K +2,223 New
MA
3187
MKT Advisors
California
$352K +$391K +2,378 New
JC
3188
Jacobs & Co
California
$351K -$5.25K -32 -1%
AFG
3189
Affinia Financial Group
Massachusetts
$349K -$47K -286 -11%
OWA
3190
One Wealth Advisors
California
$349K -$2.63K -16 -0.7%
IPW
3191
IronBridge Private Wealth
Texas
$349K +$1.64K +10 +0.5%
SAM
3192
SP Asset Management
California
$349K +$14.9K +91 +4%
MCS
3193
Metatron Capital SICAV
Malta
$348K +$361K +2,200 New
CFC
3194
Coyle Financial Counsel
Illinois
$345K +$1.31K +8 +0.4%
1W
3195
1776 Wealth
Georgia
$344K -$164 -1 -0%
FPOC
3196
Financial Planners of Cleveland
Ohio
$344K +$336K +2,043 New
SFP
3197
Sweet Financial Partners
Minnesota
$343K +$356K +2,166 New
FCM
3198
Fourpath Capital Management
Oklahoma
$342K +$354K +2,158 New
BSSFA
3199
Baron Silver Stevens Financial Advisors
Florida
$341K +$32K +195 +10%
TWP
3200
Tower Wealth Partners
Pennsylvania
$340K +$61.3K +373 +21%
126 127
128
129 130