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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSCI
2726
Security National Bank of Sioux City Iowa
Iowa
$202K +$204K +2,153 New
MWM
2727
MinichMacGregor Wealth Management
New York
$202K +$205K +2,157 New
HWA
2728
Hilltop Wealth Advisors
North Carolina
$201K -$85.7K -903 -30%
SFWC
2729
Strategic Family Wealth Counselors
New Jersey
$200K +$202K +2,126 New
GC
2730
Garde Capital
Washington
$200K +$202K +2,128 New
DBRC
2731
D.B. Root & Company
Pennsylvania
$200K +$203K +2,135 New
ICM
2732
Islay Capital Management
Texas
$196K -$1.33K -14 -0.7%
MWP
2733
Meridian Wealth Partners
Pennsylvania
$192K +$11.5K +121 +6%
ACA
2734
Atlas Capital Advisors
Wyoming
$192K -$388K -4,094 -67%
AC
2735
AlphaCore Capital
California
$191K +$16.3K +172 +9%
MLFP
2736
MPS Loria Financial Planners
Illinois
$191K +$192K +2,026 New
FWM
2737
FSA Wealth Management
Massachusetts
$190K -$11.7K -123 -6%
TCCM
2738
Timber Creek Capital Management
Massachusetts
$189K -$9.49K -100 -5%
HGWM
2739
Harvest Group Wealth Management
Massachusetts
$189K +$51.9K +547 +37%
CC
2740
Colrain Capital
Massachusetts
$188K -$190K -2,000 -50%
TCM
2741
Tradewinds Capital Management
Washington
$188K -$1.14K -12 -0.6%
TCM
2742
Tanaka Capital Management
New York
$181K -$1.14K -12 -0.6%
LD
2743
Lipe & Dalton
New York
$180K +$9.49K +100 +6%
SLF
2744
Sun Life Financial
Ontario, Canada
$176K -$759 -8 -0.4%
LF
2745
Lee Financial
Texas
$174K +$66.4K +700 +61%
DI
2746
Disciplined Investments
Oklahoma
$173K -$17.7K -187 -9%
CWM
2747
Campbell Wealth Management
Virginia
$162K +$163K +1,718 New
RPAM
2748
Rhenman & Partners Asset Management
Sweden
$162K +$163K +1,723 New
SFPG
2749
Stonebridge Financial Planning Group
Florida
$158K -$9.3K -98 -5%
SIS
2750
Sound Income Strategies
Florida
$158K +$15.6K +164 +11%
108 109
110
111 112