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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3326
Financial Advantage
Maryland
$112K -$12.4K -100 -9%
BIA
3327
Bell Investment Advisors
California
$112K +$124K +997 New
CWAF
3328
Core Wealth Advisors (Florida)
Florida
$109K – – –
OAJ
3329
Ogorek Anthony Joseph
New York
$108K +$5.08K +41 +4%
TIM
3330
Tevis Investment Management
Texas
$105K +$15.2K +123 +15%
JPLA
3331
Joseph P. Lucia & Associates
New York
$102K -$1.98K -16 -2%
BAM
3332
Baldrige Asset Management
Pennsylvania
$102K – – –
ICM
3333
Islay Capital Management
Texas
$101K -$398K -3,214 -78%
FEG
3334
Financial Enhancement Group
Indiana
$101K -$1.24K -10 -1%
IWP
3335
IAG Wealth Partners
Wisconsin
$100K -$14.6K -118 -12%
RAM
3336
Riggs Asset Management
Pennsylvania
$94K -$410K -3,307 -80%
AWM
3337
Abound Wealth Management
Tennessee
$93.5K -$1.49K -12 -1%
RIM
3338
Rockbridge Investment Management
New York
$93.5K -$158K -1,275 -61%
WFA
3339
West Financial Advisors
Iowa
$84K -$5.08K -41 -5%
SC
3340
Schubert & Co
Texas
$84K +$13.9K +112 +18%
FA
3341
Financial Avengers
California
$81K +$619 +5 +0.7%
LPWM
3342
Lake Point Wealth Management
Texas
$79K +$124 +1 +0.1%
GWMI
3343
Guardian Wealth Management (Illinois)
Illinois
$77K +$248 +2 +0.3%
WOSD
3344
WFA of San Diego
California
$77K +$85.1K +687 New
RDIA
3345
RE Dickinson Investment Advisors
Iowa
$69K – – –
HL
3346
Harding Loevner
New Jersey
$66K – – –
MCA
3347
Maryland Capital Advisors
Maryland
$65K – – –
ETI
3348
Enterprise Trust & Investment
California
$65K +$27.1K +219 +61%
BHWM
3349
Bay Harbor Wealth Management
Maryland
$64K – – –
AIC
3350
Ayalon Insurance Company
Israel
$63K -$1.26M -10,208 -95%
132 133
134
135 136