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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3351
CCG Wealth Management
California
$212K +$230K +1,558 New
FIM
3352
FWL Investment Management
Texas
$211K -$10.8K -73 -5%
PFP
3353
Paragon Financial Partners
California
$211K +$148 +1 +0.1%
CC
3354
Claybrook Capital
Massachusetts
$210K – – –
DBRC
3355
D.B. Root & Company
Pennsylvania
$209K -$128K -867 -36%
MKA
3356
M. Kulyk & Associates
Georgia
$209K -$31.1K -211 -12%
AA
3357
AlphaMark Advisors
Kentucky
$208K -$88.6K -600 -28%
BWM
3358
Boyd Wealth Management
California
$208K -$35.6K -241 -14%
WAOTB
3359
Wealth Advisors of Tampa Bay
Florida
$208K – – –
KL
3360
KWMG LLC
Kansas
$208K +$4.28K +29 +2%
FZCM
3361
Flynn Zito Capital Management
New York
$207K -$10.2K -69 -4%
SSC
3362
Syverson Strege & Co
Iowa
$207K +$1.48K +10 +0.7%
GAM
3363
Garrison Asset Management
Arkansas
$206K – – –
QWM
3364
Quaker Wealth Management
New Jersey
$206K +$223K +1,510 New
CWM
3365
ClientFirst Wealth Management
Arkansas
$205K – – –
ACM
3366
Antonetti Capital Management
Florida
$204K -$945K -6,400 -81%
BLAM
3367
Bourne Lent Asset Management
New York
$204K – – –
CC
3368
Colrain Capital
Massachusetts
$204K – – –
RIG
3369
RiverFront Investment Group
Virginia
$204K – – –
RFA
3370
RTD Financial Advisors
Pennsylvania
$204K +$15.6K +106 +8%
PCM
3371
Pentwater Capital Management
Florida
$204K +$221K +1,500 New
ACA
3372
Ascension Capital Advisors
Texas
$202K – – –
AFA
3373
American Financial Advisors
Georgia
$202K +$1.03K +7 +0.5%
IA
3374
IndexIQ Advisors
New York
$202K +$142K +964 +186%
WFA
3375
Woodward Financial Advisors
North Carolina
$201K -$1.18K -8 -0.5%
133 134
135
136 137