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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
2326
Cerro Pacific Wealth Advisors
California
$1.17M -$296K -1,888 -21%
WAAG
2327
Wealth Alliance Advisory Group
Kansas
$1.17M +$16.9K +108 +2%
CWC
2328
Carolinas Wealth Consulting
North Carolina
$1.16M -$70.5K -450 -6%
WMP
2329
Wealth Management Partners
Arizona
$1.16M -$4.55K -29 -0.4%
PCS
2330
Personal CFO Solutions
New Jersey
$1.16M +$14.4K +92 +1%
MFP
2331
Meridian Financial Partners
Virginia
$1.15M -$4.08K -26 -0.4%
BWM
2332
Baystate Wealth Management
Massachusetts
$1.15M +$38.7K +247 +4%
NCM
2333
Northside Capital Management
Oregon
$1.15M – – –
GC
2334
Gilbert & Cook
Iowa
$1.14M +$6.11K +39 +0.6%
SFS
2335
Summit Financial Strategies
Ohio
$1.14M -$114K -727 -9%
AF
2336
Affiance Financial
Minnesota
$1.14M -$1.88K -12 -0.2%
FCFC
2337
First Citizens Financial Corp
Iowa
$1.14M -$19.6K -125 -2%
IRC
2338
Investors Research Corp
Georgia
$1.14M -$784 -5 -0.1%
GIM
2339
Greylin Investment Management
Virginia
$1.13M -$7.84K -50 -0.7%
SAM
2340
SignalPoint Asset Management
Missouri
$1.13M +$25.6K +163 +2%
DHFB
2341
Dixon Hubard Feinour & Brown
Virginia
$1.13M +$107K +680 +11%
SP
2342
Successful Portfolios
Florida
$1.12M +$11.3K +72 +1%
GCM
2343
Galibier Capital Management
Ontario, Canada
$1.12M – – –
BOM
2344
Bank of Marin
California
$1.12M -$80.1K -511 -7%
BIA
2345
Bigelow Investment Advisors
Maine
$1.12M +$28.7K +183 +3%
SCP
2346
Syntal Capital Partners
Texas
$1.11M -$53K -338 -5%
RMCM
2347
Reynders McVeigh Capital Management
Massachusetts
$1.11M -$382K -2,436 -26%
CCWA
2348
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M -$46.6K -297 -4%
WC
2349
Winmill & Co
New Hampshire
$1.11M – – –
VC
2350
Veracity Capital
Georgia
$1.11M -$22M -140,500 -95%
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