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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
3301
SJS Investment Consulting
Ohio
$323K -$8.8K -64 -3%
MAM
3302
Milestone Asset Management
Pennsylvania
$322K -$17.9K -130 -6%
RWM
3303
Ruedi Wealth Management
Illinois
$321K – – –
ACP
3304
Arcus Capital Partners
Georgia
$321K +$688 +5 +0.2%
LFA
3305
Level Financial Advisors
New York
$319K +$12.2K +89 +4%
MFGP
3306
Marshall Financial Group (Pennsylvania)
Pennsylvania
$319K -$320K -2,324 -51%
SAF
3307
Smith Anglin Financial
Texas
$319K +$1.93K +14 +0.6%
HCM
3308
Hutchinson Capital Management
California
$318K +$413 +3 +0.1%
EWA
3309
Encompass Wealth Advisors
Oregon
$318K +$413 +3 +0.1%
CCA
3310
Childress Capital Advisors
Texas
$317K -$186K -1,355 -38%
MF
3311
Manchester Financial
California
$317K +$58K +422 +24%
TFA
3312
Teamwork Financial Advisors
Texas
$317K -$687K -4,995 -70%
KFS
3313
Kaizen Financial Strategies
California
$316K +$550 +4 +0.2%
FAFN
3314
First Affirmative Financial Network
Colorado
$316K +$299K +2,172 New
BWCS
3315
Beirne Wealth Consulting Services
Connecticut
$315K – – –
RWA
3316
Rooted Wealth Advisors
Illinois
$315K +$63.8K +464 +27%
CFG
3317
Compton Financial Group
Maryland
$315K – – –
AWM
3318
Act Wealth Management
Texas
$313K -$18.3K -133 -6%
CMI
3319
Clare Market Investments
Texas
$312K -$137K -999 -32%
GCM
3320
G2 Capital Management
Ohio
$309K – – –
HKIMG
3321
Hutchens & Kramer Investment Management Group
Indiana
$308K +$13.1K +95 +5%
AWM
3322
Alterna Wealth Management
Texas
$308K -$55K -400 -16%
IDA
3323
Intelligence Driven Advisers
California
$308K +$60.7K +441 +26%
GFL
3324
Granite FO LLC
New Hampshire
$307K -$481K -3,500 -62%
IA
3325
Inspire Advisors
Idaho
$306K +$43.9K +319 +18%
131 132
133
134 135