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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WLG
3301
Williamson Legacy Group
Indiana
$616K +$555K +3,074 New
WFA
3302
WestHill Financial Advisors
California
$616K +$180 +1 +0%
RC
3303
Rovin Capital
Arizona
$615K – – –
SAF
3304
Smith Anglin Financial
Texas
$615K +$70.2K +389 +15%
SFS
3305
Solitude Financial Services
Virginia
$614K +$109K +605 +25%
AAG
3306
Armstrong Advisory Group
Massachusetts
$612K – – –
VCP
3307
Vista Capital Partners
Oregon
$611K -$146K -809 -21%
POIA
3308
Pin Oak Investment Advisors
Texas
$611K -$14.8K -82 -3%
CCMW
3309
Cypress Capital Management (Wyoming)
Wyoming
$611K – – –
HA
3310
HC Advisors
Georgia
$611K -$79K -438 -13%
BMD
3311
Better Money Decisions
New Mexico
$611K +$243K +1,345 +79%
TAM
3312
Tucker Asset Management
Colorado
$610K +$119K +658 +28%
SLA
3313
Silver Lake Advisory
Utah
$608K +$548K +3,038 New
HCA
3314
Heck Capital Advisors
Wisconsin
$605K +$6.13K +34 +1%
FA
3315
Fermata Advisors
California
$605K +$300K +1,664 +123%
FCM
3316
Fourpath Capital Management
Oklahoma
$605K -$84.3K -467 -13%
MPCL
3317
My Personal CFO LLC
Washington
$605K +$3.43K +19 +0.6%
ICM
3318
Islay Capital Management
Texas
$602K +$68.2K +378 +14%
WCG
3319
Weaver Consulting Group
California
$600K -$23.6K -131 -4%
FEM
3320
Fulcrum Equity Management
Texas
$600K +$159K +883 +42%
SAM
3321
Shikiar Asset Management
New York
$599K +$171K +950 +47%
PG
3322
Prostatis Group
Maryland
$599K -$90.6K -502 -14%
HPM
3323
Hoxton Planning & Management
West Virginia
$597K -$23.8K -132 -4%
BBPWM
3324
Blue Bell Private Wealth Management
Pennsylvania
$596K +$4.51K +25 +0.8%
CRIG
3325
Charter Research & Investment Group
Connecticut
$596K – – –
131 132
133
134 135