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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
3926
Deltec Asset Management
New York
$461K -$303K -1,300 -40%
WCA
3927
Waratah Capital Advisors
Ontario, Canada
$461K +$448K +1,924 New
BDL
3928
Banque de Luxembourg
Luxembourg
$461K +$446K +1,915 New
FA
3929
Fedenia Advisers
Wisconsin
$460K +$447K +1,921 New
PWA
3930
Peterson Wealth Advisors
Utah
$460K +$20.5K +88 +5%
VBWMG
3931
Von Berge Wealth Management Group
California
$460K -$2.79K -12 -0.7%
DFA
3932
DHJJ Financial Advisors
Illinois
$458K – – –
VFP
3933
Verus Financial Partners
Virginia
$458K +$466 +2 +0.1%
MFA
3934
Morling Financial Advisors
California
$457K +$6.29K +27 +1%
CWA
3935
Centennial Wealth Advisory
Michigan
$457K -$13K -56 -3%
HKIMG
3936
Hutchens & Kramer Investment Management Group
Indiana
$457K +$51.9K +223 +13%
PRI
3937
Prepared Retirement Institute
Pennsylvania
$457K +$73.4K +315 +20%
VBFG
3938
Vishria Bird Financial Group
Tennessee
$456K – – –
GWA
3939
Gratus Wealth Advisors
Virginia
$454K +$466 +2 +0.1%
RA
3940
Riverstone Advisors
Texas
$453K +$466 +2 +0.1%
SP
3941
Symmetry Partners
Connecticut
$453K +$440K +1,888 New
DWAM
3942
Duncan Williams Asset Management
Tennessee
$452K +$181K +778 +70%
RHJA
3943
Rice Hall James & Associates
California
$451K – – –
BC
3944
Broadwater Capital
Massachusetts
$451K +$303K +1,300 +224%
HWM
3945
HFR Wealth Management
New York
$451K +$8.15K +35 +2%
RFP
3946
Roth Financial Partners
Texas
$450K – – –
CFGSD
3947
Compass Financial Group (South Dakota)
South Dakota
$450K -$26.8K -115 -6%
SO
3948
Sierra Ocean
California
$449K +$436K +1,873 New
DC
3949
Dahring Cusmano
Michigan
$449K +$436K +1,872 New
WP
3950
Wealthspan Partners
Iowa
$449K -$8.38K -36 -2%
156 157
158
159 160