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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3351
Brightwater Advisory
Florida
$564K +$27.8K +154 +6%
HI
3352
Harrington Investments
California
$563K -$18.6K -103 -4%
SWM
3353
Selective Wealth Management
Virginia
$563K -$17.7K -98 -3%
WIM
3354
Warwick Investment Management
Texas
$563K +$150K +832 +42%
DBRC
3355
D.B. Root & Company
Pennsylvania
$561K +$249K +1,379 +97%
PWMA
3356
Pension & Wealth Management Advisors
Massachusetts
$560K +$46.6K +258 +10%
PIM
3357
Pullen Investment Management
Florida
$560K +$504K +2,794 New
GGI
3358
Godsey & Gibb Inc
Virginia
$559K +$63.2K +350 +14%
SFFS
3359
Stonehage Fleming Financial Services
Jersey
$558K +$414K +2,294 +77%
WWM
3360
Westwood Wealth Management
California
$558K -$18K -100 -3%
PAG
3361
Paladin Advisory Group
Iowa
$557K -$21.8K -121 -4%
LA
3362
Lane & Associates
New Jersey
$556K +$13.5K +75 +3%
TC
3363
Trilogy Capital
California
$556K -$2.35K -13 -0.5%
PI
3364
Parkside Investments
Illinois
$556K +$1.8K +10 +0.4%
GSIS
3365
Global Strategic Investment Solutions
Arizona
$554K +$105K +583 +27%
MAP
3366
Moody Aldrich Partners
Massachusetts
$553K -$11.7K -65 -2%
FFL
3367
Financial Freedom LLC
Ohio
$551K +$1.08K +6 +0.2%
IPW
3368
Intergy Private Wealth
Colorado
$550K -$5.77K -32 -1%
CAM
3369
Claret Asset Management
Quebec, Canada
$549K +$36.8K +204 +8%
BDFN
3370
Bond & Devick Financial Network
Minnesota
$548K -$30.3K -168 -6%
AR
3371
Apeiron RIA
Texas
$548K +$3.43K +19 +0.7%
SC
3372
Schoolcraft Capital
Colorado
$547K -$24.5K -136 -5%
RC
3373
Reik & Co
New York
$547K – – –
AFP
3374
Alpha Financial Partners
Kentucky
$547K +$15.7K +87 +3%
VF
3375
Vawter Financial
Ohio
$545K -$21.8K -121 -4%
133 134
135
136 137