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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2626
SP Asset Management
California
$268K +$22.7K +239 +9%
CWM
2627
Cranbrook Wealth Management
Michigan
$267K – – –
LA
2628
Legacy Advisors
Pennsylvania
$266K -$586K -6,173 -69%
HWA
2629
Heartwood Wealth Advisors
Virginia
$266K – – –
CPC
2630
Consolidated Planning Corp
Georgia
$264K -$7.5K -79 -3%
AAM
2631
AMI Asset Management
California
$264K -$3.04K -32 -1%
CF
2632
Corrigan Financial
Rhode Island
$263K +$285 +3 +0.1%
BFIC
2633
Bedell Frazier Investment Counselling
California
$263K – – –
PFG
2634
PAX Financial Group
Texas
$263K +$266K +2,800 New
MMHP
2635
Murphy Middleton Hinkle & Parker
Georgia
$262K – – –
WAM
2636
Wolverine Asset Management
Illinois
$262K +$265K +2,790 New
POIA
2637
Pin Oak Investment Advisors
Texas
$261K – – –
MGWM
2638
Marks Group Wealth Management
Minnesota
$260K -$501K -5,280 -66%
FWCM
2639
First Western Capital Management
California
$260K – – –
HIS
2640
Harvest Investment Services
Illinois
$259K +$8.54K +90 +3%
CCA
2641
Conestoga Capital Advisors
Pennsylvania
$258K – – –
DA
2642
Detalus Advisors
Missouri
$258K – – –
TFGT
2643
TS Financial Group (TSFG)
Illinois
$258K +$23K +242 +10%
LWM
2644
Liberty Wealth Management
California
$257K -$6.64K -70 -2%
DI
2645
Diligent Investors
California
$257K +$259K +2,729 New
RC
2646
Reik & Co
New York
$256K – – –
SFC
2647
SYM Financial Corp
Indiana
$256K – – –
LRIA
2648
Leonard Rickey Investment Advisors
Washington
$256K +$20.6K +217 +9%
PWM
2649
Praetorian Wealth Management
California
$256K +$258K +2,724 New
CCA
2650
Clearwater Capital Advisors
Illinois
$255K -$31.3K -330 -11%
104 105
106
107 108