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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRG
3351
Cornerstone Retirement Group
Nevada
$303K -$19.9K -133 -6%
WQ
3352
Wealth Quarterback
New Jersey
$303K +$5.7K +38 +2%
CPW
3353
Catalyst Private Wealth
California
$303K +$9.59K +64 +3%
NF
3354
Norwood Financial
Pennsylvania
$301K +$2.25K +15 +0.7%
DP
3355
Denver PWM
Colorado
$300K +$35.4K +236 +13%
BIA
3356
Bell Investment Advisors
California
$300K +$134K +894 +76%
CCA
3357
Conestoga Capital Advisors
Pennsylvania
$300K – – –
RIA
3358
Richwood Investment Advisors
Ohio
$299K -$25.5K -170 -8%
SAM
3359
Shikiar Asset Management
New York
$299K – – –
RHJA
3360
Rice Hall James & Associates
California
$298K – – –
GSIS
3361
Global Strategic Investment Solutions
Arizona
$298K +$36.7K +245 +14%
FPF
3362
First Pacific Financial
Washington
$297K – – –
VCM
3363
Versant Capital Management
Arizona
$297K – – –
TBWA
3364
Three Bridge Wealth Advisors
California
$296K – – –
JWM
3365
Janiczek Wealth Management
Colorado
$295K +$107K +711 +54%
ODIJL
3366
One Day In July LLC
Vermont
$295K +$305K +2,034 New
SAM
3367
Seelaus Asset Management
New Jersey
$294K -$349K -2,330 -53%
EF
3368
Exeter Financial
Arizona
$294K – – –
AIM
3369
Arcadia Investment Management
Michigan
$294K – – –
AFS
3370
Axiom Financial Strategies
Indiana
$294K -$450 -3 -0.1%
CCC
3371
Chelsea Counsel Company
California
$293K – – –
WMWM
3372
Whitaker-Myers Wealth Managers
Ohio
$292K – – –
BWM
3373
BCS Wealth Management
Tennessee
$292K +$66.4K +443 +28%
FDS
3374
Freedom Day Solutions
Texas
$292K +$75.1K +501 +33%
SBWIC
3375
Schaper Benz & Wise Investment Counsel
Wisconsin
$290K – – –
133 134
135
136 137