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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
4526
Austin Wealth Management
Texas
$390K +$31.6K +102 +9%
RWFS
4527
Rayburn West Financial Services
Tennessee
$390K +$375K +1,210 New
PS
4528
Pinney & Scofield
Massachusetts
$389K +$46.1K +149 +14%
TFA
4529
TPG Financial Advisors
Oregon
$388K +$32.2K +104 +9%
RRWA
4530
Rainey & Randall Wealth Advisors
Florida
$385K +$619 +2 +0.2%
TFS
4531
Targeted Financial Services
Florida
$385K +$370K +1,194 New
RWM
4532
Raffa Wealth Management
District of Columbia
$385K +$6.5K +21 +2%
TPF
4533
Tribridge Partners Financial
Maryland
$384K – – –
HSWM
4534
Hubbell Strickland Wealth Management
Louisiana
$383K +$619 +2 +0.2%
CCM
4535
Cutler Capital Management
Massachusetts
$383K – – –
TC
4536
TwinBeech Capital
New York
$383K +$368K +1,188 New
PFO
4537
PMG Family Office
Texas
$382K – – –
NHFG
4538
New Harbor Financial Group
Massachusetts
$382K – – –
HHGA
4539
Halbert Hargrove Global Advisors
California
$381K +$195K +631 +115%
FAC
4540
Financial Advisory Corporation
Michigan
$380K +$310 +1 +0.1%
SAM
4541
Satovsky Asset Management
New York
$380K +$1.86K +6 +0.5%
SPA
4542
Sentinel Pension Advisors
Massachusetts
$379K +$117K +378 +47%
DF
4543
Daviman Financial
Indiana
$379K +$364K +1,175 New
SA
4544
Sicart Associates
New York
$378K – – –
CFG
4545
Clayton Financial Group
Missouri
$377K +$268K +865 +284%
BWAM
4546
Blue Water Asset Management
Michigan
$377K +$362K +1,169 New
QCIG
4547
Quad-Cities Investment Group
Iowa
$376K -$929 -3 -0.3%
DWM
4548
Daner Wealth Management
Georgia
$376K +$18.6K +60 +5%
PWM
4549
Parkshore Wealth Management
California
$376K +$23.5K +76 +7%
HA
4550
Hanover Advisors
South Carolina
$375K -$59.1K -191 -14%
180 181
182
183 184