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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
4001
Values Added Financial
District of Columbia
$744K -$310 -1 -0%
WWA
4002
Wisconsin Wealth Advisors
Wisconsin
$743K +$9.29K +30 +1%
OCG
4003
Opus Capital Group
Ohio
$743K -$150K -486 -17%
CPW
4004
Catalyst Private Wealth
California
$742K +$31.9K +103 +5%
AIS
4005
American Investment Services
Massachusetts
$742K -$166K -535 -19%
SIMC
4006
Squire Investment Management Company
Utah
$741K -$51.1K -165 -7%
KFP
4007
Kerr Financial Planning
California
$741K +$929 +3 +0.1%
SCI
4008
Silver Coast Investments
United States
$740K -$19.5K -63 -3%
BAMG
4009
Brand Asset Management Group
Missouri
$740K +$31.9K +103 +5%
STB
4010
S&T Bank
Pennsylvania
$739K +$24.5K +79 +4%
IWM
4011
Integris Wealth Management
California
$739K -$157K -506 -18%
4A
4012
4Wealth Advisors
Illinois
$739K +$5.88K +19 +0.8%
CIA
4013
Caerus Investment Advisors
Texas
$737K -$100K -323 -12%
RSWA
4014
Robinson Smith Wealth Advisors
Maine
$734K -$223K -720 -24%
FGI
4015
Foresight Global Investors
New York
$734K – – –
BGAI
4016
Bruce G. Allen Investments
Colorado
$733K -$46.8K -151 -6%
MAP
4017
Moody Aldrich Partners
Massachusetts
$733K -$3.1K -10 -0.4%
CL
4018
COWA LLC
Oklahoma
$732K -$79.3K -256 -10%
NI
4019
NDVR Inc
Massachusetts
$732K -$9.29K -30 -1%
RPGNY
4020
Retirement Planning Group (New York)
New York
$732K +$1.24K +4 +0.2%
RG
4021
RHL Group
Michigan
$729K +$700K +2,262 New
CGH
4022
CMG Global Holdings
Texas
$728K -$619 -2 -0.1%
WFP
4023
Worthington Financial Partners
Ohio
$728K +$699K +2,258 New
PI
4024
Parkside Investments
Illinois
$727K +$2.79K +9 +0.4%
FCM
4025
Fourpath Capital Management
Oklahoma
$727K -$23.2K -75 -3%
159 160
161
162 163