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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
4376
HFG Advisors
Ohio
$326K +$48.5K +163 +19%
ARG
4377
Advisory Resource Group
Oklahoma
$326K +$2.08K +7 +0.7%
PIA
4378
Panoramic Investment Advisors
Colorado
$325K -$62.8K -211 -17%
CCM
4379
Cloud Capital Management
Washington
$325K +$30.6K +103 +11%
UFPG
4380
United Financial Planning Group
New York
$325K +$306K +1,030 New
AAM
4381
Austin Asset Management
Texas
$324K +$24.7K +83 +9%
AC
4382
Annandale Capital
Texas
$324K – – –
BWA
4383
BlueChip Wealth Advisors
Georgia
$322K -$416K -1,398 -58%
LAMC
4384
Longview Asset Management (California)
California
$320K -$7.43K -25 -2%
CCAL
4385
City Center Advisors LLC
Michigan
$320K – – –
MA
4386
MAS Advisors
Florida
$320K – – –
W
4387
WorthPointe
California
$320K -$1.19K -4 -0.4%
EPAM
4388
Evelyn Partners Asset Management
$320K +$90.4K +304 +43%
FGG
4389
Financial Guidance Group
Florida
$319K – – –
SMF
4390
Sterling Manor Financial
New York
$319K – – –
BWM
4391
Brickley Wealth Management
California
$319K +$59.2K +199 +25%
AWM
4392
Austin Wealth Management
Texas
$318K -$56.5K -190 -15%
SF
4393
SWP Financial
California
$318K – – –
FM
4394
Freemont Management
Switzerland
$315K -$2.38M -8,000 -89%
WOSD
4395
WFA of San Diego
California
$315K -$14.9K -50 -5%
CA
4396
Cumberland Advisors
Florida
$315K – – –
MCG
4397
McCollum Christoferson Group
New York
$315K +$297K +1,000 New
SWM
4398
StoneCrest Wealth Management
Arizona
$314K -$4.16K -14 -1%
MA
4399
McGrath & Associates
North Carolina
$314K – – –
FWSM
4400
First Wilshire Securities Management
California
$313K -$59.5K -200 -17%
174 175
176
177 178