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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2576
SYM Financial Corp
Indiana
$245K +$331K +2,726 New
HFRG
2577
Houlihan Financial Resource Group
Virginia
$244K +$243 +2 +0.1%
BCM
2578
Bayesian Capital Management
New York
$243K -$134K -1,100 -29%
CAG
2579
Curtis Advisory Group
California
$243K – – –
BWA
2580
Beam Wealth Advisors
Louisiana
$242K -$7.05K -58 -2%
IFO
2581
Independent Family Office
New York
$241K – – –
HIS
2582
Harvest Investment Services
Illinois
$240K -$158K -1,298 -33%
GHA
2583
GW Henssler & Associates
Georgia
$239K +$322K +2,653 New
FRM
2584
Fox Run Management
Connecticut
$238K +$321K +2,645 New
NPPM
2585
North Point Portfolio Managers
Ohio
$237K – – –
CWC
2586
Carolinas Wealth Consulting
North Carolina
$237K +$320K +2,635 New
MAM
2587
Marotta Asset Management
Virginia
$237K – – –
JC
2588
Jacobs & Co
California
$236K +$21.3K +175 +7%
HCA
2589
Heck Capital Advisors
Wisconsin
$236K -$9.84K -81 -3%
CP
2590
Camelot Portfolios
Ohio
$235K -$74.6K -614 -19%
SAM
2591
SP Asset Management
California
$235K +$91.1K +750 +40%
DSAM
2592
Dock Street Asset Management
Florida
$234K -$158K -1,300 -33%
RBCM
2593
Raub Brock Capital Management
California
$234K +$24.3K +200 +8%
I
2594
INVST
Indiana
$234K +$27.8K +229 +9%
AFAS
2595
Acorn Financial Advisory Services
Virginia
$232K +$94.4K +777 +43%
FAM
2596
Flaharty Asset Management
Florida
$229K -$17.3K -142 -5%
RWM
2597
Reston Wealth Management
Virginia
$228K -$24.4K -201 -7%
IP
2598
Isthmus Partners
Wisconsin
$228K -$13.8K -114 -4%
W
2599
WealthOne
New York
$228K +$28.4K +234 +10%
AA
2600
AlphaMark Advisors
Kentucky
$228K +$49.3K +406 +19%
102 103
104
105 106