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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMAI
3501
Capital Management Associates Inc
Minnesota
$365K +$325K +2,147 New
WCWM
3502
Willow Creek Wealth Management
California
$365K -$17.4K -115 -5%
SF
3503
Safeguard Financial
Wisconsin
$365K +$74K +488 +29%
KFS
3504
Kaizen Financial Strategies
California
$364K +$758 +5 +0.2%
WFA
3505
Websterrogers Financial Advisors
South Carolina
$363K -$23.9K -158 -7%
EA
3506
Echo45 Advisors
California
$362K +$57K +376 +21%
SAW
3507
Signal Advisors Wealth
Michigan
$361K +$322K +2,124 New
SIMC
3508
Squire Investment Management Company
Utah
$360K +$321K +2,117 New
FEM
3509
Fulcrum Equity Management
Texas
$359K -$34.6K -228 -10%
NSG
3510
Nalls Sherbakoff Group
Tennessee
$359K – – –
LFA
3511
Level Financial Advisors
New York
$358K -$13.3K -88 -4%
RCA
3512
Riverview Capital Advisers
Massachusetts
$358K +$68.3K +451 +27%
C
3513
Covestor
United Kingdom
$358K +$64.9K +428 +26%
AFS
3514
Axiom Financial Strategies
Indiana
$357K +$11.4K +75 +4%
BEW
3515
Burton Enright Welch
California
$356K +$33.9K +224 +12%
KWAG
3516
Kiely Wealth Advisory Group
North Carolina
$356K +$313K +2,063 New
CPW
3517
Catalyst Private Wealth
California
$356K – – –
BIA
3518
Beacon Investment Advisors
Maryland
$355K +$20.6K +136 +7%
MA
3519
Mezzasalma Advisors
New Jersey
$355K -$9.55K -63 -3%
SFC
3520
Sprinkle Financial Consultants
Colorado
$354K +$316K +2,082 New
SPA
3521
Sherbrooke Park Advisers
New York
$354K +$60.2K +397 +24%
RCM
3522
Requisite Capital Management
Texas
$354K -$395K -2,608 -56%
CYG
3523
Clean Yield Group
Vermont
$353K – – –
VFP
3524
Verus Financial Partners
Virginia
$353K -$3.18K -21 -1%
AIA
3525
Arbor Investment Advisors
North Carolina
$353K -$73K -482 -19%
139 140
141
142 143