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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFIA
3926
America First Investment Advisors
Nebraska
$815K – – –
CWM
3927
Cahaba Wealth Management
Georgia
$814K -$6.19K -20 -0.8%
NWMG
3928
Nicholson Wealth Management Group
South Carolina
$813K – – –
S
3929
Sachetta
Massachusetts
$811K -$551K -1,780 -41%
CWM
3930
Collaborative Wealth Management
Florida
$810K +$779K +2,515 New
FZCM
3931
Flynn Zito Capital Management
New York
$810K -$17.3K -56 -2%
CCG
3932
Catalina Capital Group
California
$807K +$3.71K +12 +0.5%
KWA
3933
Kellett Wealth Advisors
Ohio
$807K +$86.4K +279 +13%
RFA
3934
Reyes Financial Architecture
California
$806K -$131K -422 -14%
RIP
3935
Reliant Investment Partners
North Carolina
$806K -$1.24K -4 -0.2%
BI
3936
Bramshill Investments
Florida
$806K +$310K +1,000 +67%
FI
3937
Financial Insights
Washington
$805K -$189K -609 -20%
MS
3938
Madden Securities
Texas
$805K +$14.2K +46 +2%
TFO
3939
Tarbox Family Office
California
$804K -$36.8K -119 -5%
AL
3940
Arnhold LLC
New York
$803K – – –
RA
3941
Riverstone Advisors
Texas
$802K +$135K +437 +21%
WFC
3942
Western Financial Corp
California
$802K -$28.8K -93 -4%
BWP
3943
Bernardo Wealth Planning
Pennsylvania
$801K +$13.9K +45 +2%
WF
3944
WealthPoint Financial
North Carolina
$800K +$769K +2,484 New
CP
3945
Castleview Partners
Texas
$800K +$175K +565 +29%
TAM
3946
TCP Asset Management
Ohio
$800K -$1.24K -4 -0.2%
AI
3947
AXS Investments
New York
$797K -$70K -226 -8%
GC
3948
Guidance Capital
Kentucky
$792K +$130K +421 +19%
EP
3949
Ehrenkranz Partners
New York
$792K +$420K +1,357 +123%
EWA
3950
Eagle Wealth Advisors
Connecticut
$791K +$760K +2,455 New
156 157
158
159 160