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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
2076
N.E.W. Advisory Services
Wisconsin
$902K -$5.4K -55 -0.6%
OFS
2077
Orrstown Financial Services
Pennsylvania
$899K -$57.5K -586 -6%
PW
2078
Price Wealth
Texas
$899K +$235K +2,397 +35%
CG
2079
CFO4Life Group
Texas
$897K +$123K +1,257 +16%
GI
2080
GS Investments
Minnesota
$896K -$487K -4,955 -35%
THWM
2081
Taylor Hoffman Wealth Management
Virginia
$895K -$305K -3,110 -25%
FWP
2082
FAS Wealth Partners
Kansas
$893K +$54.8K +558 +6%
HBWM
2083
Hollow Brook Wealth Management
New York
$890K +$178K +1,810 +24%
FNBTCON
2084
First National Bank & Trust Co of Newtown
Pennsylvania
$889K -$10.8K -110 -1%
FPCP
2085
Fort Point Capital Partners
California
$888K -$19.1K -195 -2%
HFAS
2086
Hummer Financial Advisory Services
Illinois
$886K – – –
PRWA
2087
Platte River Wealth Advisors
Colorado
$884K -$1.23M -12,525 -58%
BI
2088
Ballast Inc
Kentucky
$882K -$47.8K -487 -5%
QWM
2089
QP Wealth Management
New Jersey
$880K -$922K -9,390 -51%
SRC
2090
Sage Rhino Capital
California
$878K -$1.57K -16 -0.2%
WAG
2091
Winthrop Advisory Group
Massachusetts
$875K +$99.4K +1,012 +13%
CAL
2092
Capital Advisors Ltd
Ohio
$873K – – –
CC
2093
Cadinha & Co
Hawaii
$871K -$118K -1,204 -12%
SB
2094
Sunflower Bank
Texas
$868K -$6.58K -67 -0.7%
OAM
2095
Occidental Asset Management
California
$866K +$13.4K +136 +2%
HZ
2096
Hixon Zuercher
Ohio
$862K +$19.4K +198 +2%
BCA
2097
Berman Capital Advisors
Georgia
$859K -$384K -3,909 -30%
CCB
2098
Cutter & Co Brokerage
Missouri
$855K -$76.1K -775 -8%
CIA
2099
CSat Investment Advisory
Michigan
$854K -$1.21M -12,369 -58%
FNBOSM
2100
First National Bank of South Miami
Florida
$854K -$31.5K -321 -3%
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84
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