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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
4076
COWA LLC
Oklahoma
$679K +$4.66K +15 +0.7%
SFFS
4077
Stonehage Fleming Financial Services
Jersey
$675K – – –
JSA
4078
Jacobson & Schmitt Advisors
Wisconsin
$674K – – –
HIF
4079
Hill Island Financial
Michigan
$674K -$621 -2 -0.1%
WI
4080
Wedgewood Investors
Pennsylvania
$674K +$9.32K +30 +1%
PP
4081
PFS Partners
New Jersey
$673K +$326K +1,051 +104%
VAM
4082
Verity Asset Management
North Carolina
$673K +$42.9K +138 +7%
ICM
4083
Intrepid Capital Management
Florida
$672K +$50K +161 +9%
SRWM
4084
Shira Ridge Wealth Management
California
$671K – – –
RWC
4085
Rare Wolf Capital
Washington
$670K – – –
BA
4086
Brightwater Advisory
Florida
$668K -$4.97K -16 -0.8%
WF
4087
WealthPoint Financial
North Carolina
$668K -$54K -174 -8%
SM
4088
Sensible Money
Arizona
$668K -$61.5K -198 -9%
RK
4089
Rather & Kittrell
Tennessee
$668K +$59.6K +192 +10%
CWMGO
4090
Capstone Wealth Management Group (Oregon)
Oregon
$668K -$50.9K -164 -7%
GCWM
4091
Graham Capital Wealth Management
District of Columbia
$667K -$6.83K -22 -1%
AM
4092
Atwater Malick
Pennsylvania
$666K +$54.3K +175 +9%
IWAO
4093
Independence Wealth Advisors (Ohio)
Ohio
$666K +$57.1K +184 +10%
TFA
4094
Toth Financial Advisory
Virginia
$666K +$26.7K +86 +4%
AFS
4095
Anderson Financial Strategies
Ohio
$665K – – –
SWIM
4096
Smallwood Wealth Investment Management
New Jersey
$664K -$4.35K -14 -0.7%
LAM
4097
Lakewood Asset Management
Illinois
$663K – – –
CI
4098
CacheTech Inc
Utah
$663K -$169K -544 -21%
CWA
4099
Cura Wealth Advisors
Illinois
$662K +$4.97K +16 +0.8%
SFC
4100
Sprinkle Financial Consultants
Colorado
$661K +$29.8K +96 +5%
162 163
164
165 166