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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2776
TrueWealth Advisors
Alabama
$359K +$291K +2,599 New
DCM
2777
Dimension Capital Management
Florida
$358K -$138K -1,235 -30%
CFA
2778
Cahill Financial Advisors
Minnesota
$358K +$314K +2,813 New
CF
2779
Corrigan Financial
Rhode Island
$356K +$224 +2 +0.1%
SG
2780
Strid Group
Pennsylvania
$356K -$19.4K -174 -6%
IWA
2781
IVC Wealth Advisors
Pennsylvania
$356K +$313K +2,804 New
CIM
2782
Confluence Investment Management
Missouri
$355K -$11.2K -100 -3%
SFG
2783
SageGuard Financial Group
Tennessee
$354K +$311K +2,781 New
LWA
2784
Lenox Wealth Advisors
New York
$353K +$80.8K +723 +35%
CWA
2785
Capital Wealth Alliance
Arizona
$352K -$12K -107 -4%
RC
2786
Rovin Capital
Arizona
$352K -$5.03K -45 -2%
GAM
2787
Gould Asset Management
California
$351K – – –
TA
2788
Trellis Advisors
Washington
$350K +$12.4K +111 +4%
SLWS
2789
Swaine & Leidel Wealth Services
Florida
$350K +$12.9K +115 +4%
FTUS
2790
Flow Traders U.S.
New York
$350K +$308K +2,752 New
VFP
2791
Verus Financial Partners
Virginia
$349K -$2.1M -18,763 -87%
MMHP
2792
Murphy Middleton Hinkle & Parker
Georgia
$348K -$5.59K -50 -2%
CCA
2793
Conestoga Capital Advisors
Pennsylvania
$348K – – –
1W
2794
1776 Wealth
Georgia
$348K +$224 +2 +0.1%
GGI
2795
Godsey & Gibb Inc
Virginia
$347K +$305K +2,731 New
TFA
2796
Teamwork Financial Advisors
Texas
$346K -$42.9K -384 -12%
RC
2797
Reik & Co
New York
$346K – – –
MGWM
2798
Marks Group Wealth Management
Minnesota
$345K – – –
BA
2799
BCM Advisors
Louisiana
$344K – – –
CAG
2800
Curtis Advisory Group
California
$343K – – –
110 111
112
113 114