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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2701
Greenwood Gearhart
Arkansas
$255K -$5.13K -40 -2%
WAM
2702
Wakefield Asset Management
Colorado
$255K +$234K +1,828 New
PFA
2703
Plotkin Financial Advisors
Maryland
$254K +$233K +1,820 New
ADMI
2704
Albert D. Mason Inc
Massachusetts
$253K -$27.6K -215 -11%
NA
2705
Nottingham Advisors
New York
$253K – – –
LD
2706
Lipe & Dalton
New York
$253K +$16.9K +132 +8%
AFAS
2707
Acorn Financial Advisory Services
Virginia
$253K +$233K +1,814 New
BWM
2708
BCS Wealth Management
Tennessee
$253K +$233K +1,814 New
OBWP
2709
O'Brien Wealth Partners
Massachusetts
$253K +$235K +1,833 New
SWP
2710
Summit Wealth Partners
Florida
$253K +$232K +1,812 New
GAM
2711
Gould Asset Management
California
$252K -$64.1K -500 -22%
PWS
2712
Private Wealth Strategies
Ohio
$252K +$232K +1,806 New
SICM
2713
Sustainable Insight Capital Management
New York
$251K -$12.8K -100 -5%
OHS
2714
Odey Holdings (Switzerland)
Switzerland
$251K – – –
W
2715
WealthStone
Ohio
$250K -$455K -3,550 -67%
GAM
2716
Garrison Asset Management
Arkansas
$250K – – –
ICM
2717
Islay Capital Management
Texas
$250K +$230K +1,791 New
LAM
2718
L2 Asset Management
Massachusetts
$250K +$230K +1,791 New
VFP
2719
Verus Financial Partners
Virginia
$250K +$230K +1,792 New
MAA
2720
Mraz Amerine & Associates
California
$249K – – –
CCP
2721
Clarkston Capital Partners
Michigan
$248K – – –
NA
2722
Navellier & Associates
Nevada
$248K +$228K +1,781 New
MWC
2723
MKD Wealth Coaches
Michigan
$247K – – –
22CM
2724
20/20 Capital Management
California
$247K +$230K +1,792 New
EPA
2725
Element Pointe Advisors
Florida
$245K – – –
107 108
109
110 111