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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
4101
Bruce G. Allen Investments
Colorado
$680K -$38.8K -125 -6%
FWMP
4102
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$680K +$92.2K +297 +17%
BAG
4103
Bauman Advisory Group
Nevada
$679K +$25.2K +81 +4%
CL
4104
COWA LLC
Oklahoma
$679K +$4.66K +15 +0.7%
SFFS
4105
Stonehage Fleming Financial Services
Jersey
$675K – – –
JSA
4106
Jacobson & Schmitt Advisors
Wisconsin
$674K – – –
HIF
4107
Hill Island Financial
Michigan
$674K -$621 -2 -0.1%
WI
4108
Wedgewood Investors
Pennsylvania
$674K +$9.32K +30 +1%
PP
4109
PFS Partners
New Jersey
$673K +$326K +1,051 +104%
VAM
4110
Verity Asset Management
North Carolina
$673K +$42.9K +138 +7%
ICM
4111
Intrepid Capital Management
Florida
$672K +$50K +161 +9%
SRWM
4112
Shira Ridge Wealth Management
California
$671K – – –
RWC
4113
Rare Wolf Capital
Washington
$670K – – –
BA
4114
Brightwater Advisory
Florida
$668K -$4.97K -16 -0.8%
WF
4115
WealthPoint Financial
North Carolina
$668K -$54K -174 -8%
SM
4116
Sensible Money
Arizona
$668K -$61.5K -198 -9%
RK
4117
Rather & Kittrell
Tennessee
$668K +$59.6K +192 +10%
CWMGO
4118
Capstone Wealth Management Group (Oregon)
Oregon
$668K -$50.9K -164 -7%
GCWM
4119
Graham Capital Wealth Management
District of Columbia
$667K -$6.83K -22 -1%
AM
4120
Atwater Malick
Pennsylvania
$666K +$54.3K +175 +9%
IWAO
4121
Independence Wealth Advisors (Ohio)
Ohio
$666K +$57.1K +184 +10%
TFA
4122
Toth Financial Advisory
Virginia
$666K +$26.7K +86 +4%
AFS
4123
Anderson Financial Strategies
Ohio
$665K – – –
SWIM
4124
Smallwood Wealth Investment Management
New Jersey
$664K -$4.35K -14 -0.7%
LAM
4125
Lakewood Asset Management
Illinois
$663K – – –
163 164
165
166 167