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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAM
4826
Cornerstone Advisors Asset Management
Pennsylvania
$248K -$2.43K -8 -0.9%
FA
4827
Fortis Advisors
Pennsylvania
$248K – – –
JWM
4828
Jacksonville Wealth Management
Florida
$247K +$3.94K +13 +2%
C
4829
Covestor
United Kingdom
$247K -$86.8K -286 -25%
VWM
4830
Vigil Wealth Management
Florida
$247K – – –
AFP
4831
Advus Financial Partners
Florida
$247K +$255K +839 New
EP
4832
Essential Partners
California
$247K +$1.82K +6 +0.7%
NCG
4833
Newport Capital Group
New Jersey
$247K -$20.3K -67 -7%
GVCM
4834
Global View Capital Management
Wisconsin
$246K -$6.98K -23 -3%
AFG
4835
Altiora Financial Group
Ohio
$246K – – –
LA
4836
Layline Advisors
New York
$245K +$253K +834 New
CIS
4837
Continental Investors Services
Washington
$245K +$27.9K +92 +13%
FNWM
4838
Financial Network Wealth Management
Utah
$245K -$12.4K -41 -5%
SWA
4839
ShankerValleau Wealth Advisors
Illinois
$244K – – –
ACM
4840
Alamar Capital Management
California
$244K – – –
AP
4841
Aspect Partners
Virginia
$244K +$607 +2 +0.2%
CA
4842
Chatterton & Associates
California
$244K +$37K +122 +18%
NA
4843
Note Advisors
New York
$244K – – –
AWA
4844
Archvest Wealth Advisors
California
$243K -$18.2K -60 -7%
PWM
4845
PMG Wealth Management
Illinois
$243K -$57.1K -188 -19%
TCCM
4846
Timber Creek Capital Management
Massachusetts
$243K – – –
MWM
4847
Madrid Wealth Management
New Mexico
$242K – – –
WCA
4848
Waratah Capital Advisors
Ontario, Canada
$242K -$75.3K -248 -23%
CFSG
4849
Clark Financial Services Group
Missouri
$242K +$18.8K +62 +8%
LWMI
4850
Legacy Wealth Management (Idaho)
Idaho
$242K +$29.1K +96 +13%
192 193
194
195 196