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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
2401
Thomas Story & Son
Indiana
$541K – – –
BZWA
2402
Blue Zone Wealth Advisors
California
$539K +$496K +3,866 New
SC
2403
Solstein Capital
California
$538K +$495K +3,859 New
PWSG
2404
Pacific Wealth Strategies Group
California
$536K – – –
ISWM
2405
Independent Solutions Wealth Management
New York
$534K +$492K +3,834 New
ARMC
2406
American Research & Management Company
Massachusetts
$532K -$7.57K -59 -2%
B
2407
Bridgeworth
Alabama
$531K -$75.9K -592 -13%
RGIA
2408
Rainier Group Investment Advisory
Washington
$530K -$35K -273 -7%
CCM
2409
Carlson Capital Management
Minnesota
$530K +$29K +226 +6%
BCM
2410
Bayesian Capital Management
New York
$530K +$487K +3,800 New
BFA
2411
Beacon Financial Advisory
Ohio
$530K +$489K +3,809 New
FWM
2412
Filbrandt Wealth Management
Wisconsin
$530K +$489K +3,809 New
QCMC
2413
Quantum Capital Management (California)
California
$524K -$48K -374 -9%
CIA
2414
Cascade Investment Advisors
Oregon
$522K -$105K -816 -18%
PLFAM
2415
Pineno Levin & Ford Asset Management
Virginia
$522K – – –
ACWM
2416
Adams Chetwood Wealth Management
North Carolina
$520K +$478K +3,730 New
IRC
2417
Investors Research Corp
Georgia
$519K – – –
BJ
2418
Brouwer & Janachowski
California
$517K -$7.95K -62 -2%
PCM
2419
Princeton Capital Management
New Jersey
$516K +$64.1K +500 +15%
TF
2420
Trek Financial
Arizona
$515K +$14.7K +115 +3%
WA
2421
Winfield Associates
Ohio
$513K +$69.3K +540 +17%
DWA
2422
Dougherty Wealth Advisers
Minnesota
$512K – – –
CA
2423
Crewe Advisors
Utah
$511K +$641 +5 +0.1%
MFW
2424
Mosaic Family Wealth
Missouri
$511K +$16K +125 +4%
BAM
2425
Bellevue Asset Management
Washington
$509K +$468K +3,650 New
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97
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