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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
3601
Western Financial Corp
California
$401K +$387K +1,981 New
OA
3602
Oceanside Advisors
South Carolina
$400K +$102K +520 +36%
BWM
3603
BCS Wealth Management
Tennessee
$400K +$7.63K +39 +2%
IA
3604
Inspire Advisors
Idaho
$399K -$25.2K -129 -6%
IWP
3605
Insight Wealth Partners
Texas
$399K +$11.3K +58 +3%
SIS
3606
Strategic Investment Solutions
Illinois
$399K +$376K +1,925 New
LGWM
3607
Litman Gregory Wealth Management
California
$399K +$22.5K +115 +6%
SWIM
3608
Smallwood Wealth Investment Management
New Jersey
$398K – – –
CCP
3609
Clarkston Capital Partners
Michigan
$398K – – –
GWA
3610
Gratus Wealth Advisors
Virginia
$397K -$1.96K -10 -0.5%
KA
3611
Kearns & Associates
California
$396K – – –
CCIA
3612
Cherry Creek Investment Advisors
Colorado
$396K +$29.9K +153 +8%
BFS
3613
Baskin Financial Services
Ontario, Canada
$396K +$8.99K +46 +2%
AIM
3614
Arcadia Investment Management
Michigan
$396K -$15.8K -81 -4%
SFP
3615
Sterling Financial Planning
New Jersey
$396K -$9.78K -50 -2%
PC
3616
Permit Capital
Pennsylvania
$395K -$131K -670 -26%
KFS
3617
Kurt F. Somerville
$394K – – –
CPA
3618
Capital Performance Advisors
California
$394K +$6.06K +31 +2%
AFA
3619
American Financial Advisors
Georgia
$394K -$36.8K -188 -9%
EA
3620
Echo45 Advisors
California
$394K -$39.1K -200 -9%
MFA
3621
Morling Financial Advisors
California
$393K +$57.3K +293 +18%
SRWM
3622
Shira Ridge Wealth Management
California
$393K +$69K +353 +22%
RIM
3623
Redwood Investment Management
Arizona
$392K +$63.1K +323 +20%
E
3624
ETFidea
New York
$392K – – –
SCA
3625
Sage Capital Advisors
South Dakota
$392K +$8.41K +43 +2%
143 144
145
146 147