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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
3226
ICW Investment Advisors
Arizona
$311K +$127 +1 +0%
TC
3227
Tacita Capital
Ontario, Canada
$311K – – –
VFP
3228
Verus Financial Partners
Virginia
$310K -$82.1K -648 -23%
FA
3229
Fiducient Advisors
Illinois
$310K +$16.6K +131 +6%
NWA
3230
Navis Wealth Advisors
New York
$309K +$292K +2,303 New
NCMW
3231
Northern Capital Management (Washington)
Washington
$309K – – –
FWM
3232
Forefront Wealth Management
Pennsylvania
$309K +$127 +1 +0%
SCA
3233
St. Clair Advisors
Ohio
$309K +$292K +2,301 New
RWM
3234
Ruedi Wealth Management
Illinois
$305K +$289K +2,278 New
RJTCONH
3235
Raymond James Trust Company of New Hampshire
New Hampshire
$305K +$253 +2 +0.1%
SSW
3236
Smith Shellnut Wilson
Mississippi
$305K – – –
SM
3237
Sensible Money
Arizona
$304K +$288K +2,270 New
HW
3238
Hamilton Wealth
California
$304K +$287K +2,269 New
WQ
3239
Wealth Quarterback
New Jersey
$304K -$9.88K -78 -3%
CNWM
3240
Clay Northam Wealth Management
California
$303K – – –
IVP
3241
Intrinsic Value Partners
Arizona
$303K -$47.5K -375 -14%
HAFS
3242
Hapanowicz & Associates Financial Services
Pennsylvania
$303K -$48.9K -386 -15%
CA
3243
Claris Advisors
Missouri
$302K -$7.35K -58 -3%
JSAM
3244
J. Safra Asset Management
New York
$302K +$32.6K +257 +13%
SFC
3245
SYM Financial Corp
Indiana
$302K +$15.5K +122 +6%
SIC
3246
SJS Investment Consulting
Ohio
$302K -$121K -958 -30%
WFA
3247
Websterrogers Financial Advisors
South Carolina
$302K +$2.15K +17 +0.8%
IAG
3248
Ipsen Advisor Group
Arkansas
$300K +$283K +2,237 New
WFA
3249
WMG Financial Advisors
Tennessee
$300K -$253 -2 -0.1%
FAN
3250
Financial Advisors Network
California
$299K +$5.7K +45 +2%
128 129
130
131 132