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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2451
Orion Capital Management
California
$1.9M -$58.6K -325 -3%
PCS
2452
Personal CFO Solutions
New Jersey
$1.89M +$72.4K +401 +4%
JF
2453
JSF Financial
California
$1.89M -$41.9K -232 -2%
FIM
2454
Freedom Investment Management
Connecticut
$1.89M -$283K -1,570 -14%
ISWM
2455
Independent Solutions Wealth Management
New York
$1.89M +$21.1K +117 +1%
SCA
2456
Sandy Cove Advisors
Massachusetts
$1.89M +$287K +1,590 +20%
FCG
2457
Fielder Capital Group
Tennessee
$1.89M +$3.79K +21 +0.2%
CCG
2458
Catalina Capital Group
California
$1.89M +$1.03M +5,692 +153%
CCT
2459
Capital City Trust
Florida
$1.89M +$79.9K +443 +5%
PIA
2460
Pinion Investment Advisors
Kansas
$1.89M +$142K +786 +9%
SIA
2461
Schear Investment Advisers
Ohio
$1.89M +$394K +2,184 +30%
KLWA
2462
Kelly Lawrence W & Associates
California
$1.88M -$444K -2,458 -21%
NL
2463
Navalign LLC
California
$1.88M -$29.2K -162 -2%
EFM
2464
Eley Financial Management
Vermont
$1.88M -$31.8K -176 -2%
TRIA
2465
Trail Ridge Investment Advisors
Colorado
$1.87M -$538K -2,980 -24%
WFI
2466
West Family Investments
California
$1.87M +$29.8K +165 +2%
AC
2467
Allstate Corporation
Illinois
$1.87M +$7.04K +39 +0.4%
FWA
2468
FSM Wealth Advisors
Ohio
$1.86M +$31.4K +174 +2%
CAM
2469
Cozad Asset Management
Illinois
$1.86M – – –
FAG
2470
Fortitude Advisory Group
Washington
$1.86M -$201K -1,113 -11%
SRA
2471
Secured Retirement Advisors
Minnesota
$1.86M +$41.7K +231 +3%
NEWAS
2472
N.E.W. Advisory Services
Wisconsin
$1.85M -$90K -499 -5%
WA
2473
Wambolt & Associates
Colorado
$1.85M -$844K -4,677 -33%
SAW
2474
Signal Advisors Wealth
Michigan
$1.85M +$1.28M +7,090 +334%
HWM
2475
Hemington Wealth Management
Virginia
$1.84M -$237K -1,316 -13%
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99
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