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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
4151
Toth Financial Advisory
Virginia
$573K +$35.8K +118 +6%
SCFS
4152
Stewardship Concepts Financial Services
Washington
$572K +$14K +46 +2%
BIG
4153
Builder Investment Group
Georgia
$572K – – –
WI
4154
WBI Investments
New Jersey
$569K -$2.43K -8 -0.4%
MS
4155
Millington Securities
New Jersey
$569K +$587K +1,935 New
CFCS
4156
CDM Financial Counseling Services
Connecticut
$569K +$19.4K +64 +3%
LCC
4157
Lincoln Capital Corp
Rhode Island
$566K -$6.37K -21 -1%
ESC
4158
Eurizon SLJ Capital
$565K -$574K -1,890 -50%
SFC
4159
Sprinkle Financial Consultants
Colorado
$565K +$910 +3 +0.2%
BCM
4160
Banyan Capital Management
Georgia
$565K – – –
VAM
4161
Verity Asset Management
North Carolina
$564K +$162K +533 +38%
WP
4162
Wealthspan Partners
Iowa
$563K -$14.9K -49 -2%
ASCM
4163
Adkins Seale Capital Management
Louisiana
$559K – – –
JAA
4164
Joel Adams & Associates
North Carolina
$559K – – –
FWMM
4165
Foundation Wealth Management (Missouri)
Missouri
$558K -$25.5K -84 -4%
HIS
4166
Horizon Investment Services
Indiana
$557K +$303 +1 +0.1%
RIM
4167
Rockbridge Investment Management
New York
$557K +$70.7K +233 +14%
ICM
4168
Intrepid Capital Management
Florida
$557K – – –
EF
4169
Exeter Financial
Arizona
$556K +$303 +1 +0.1%
LFGO
4170
Legacy Financial Group (Oklahoma)
Oklahoma
$555K -$14K -46 -2%
GAFA
4171
Garton & Associates Financial Advisors
Kentucky
$555K -$1.69M -5,573 -75%
HWM
4172
HFR Wealth Management
New York
$555K -$1.21K -4 -0.2%
WA
4173
Walsh & Associates
Florida
$555K -$13.7K -45 -2%
HA
4174
Hegarty Advisors
New York
$554K – – –
SWM
4175
Selective Wealth Management
Virginia
$553K +$1.21K +4 +0.2%
165 166
167
168 169