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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2851
Financial Advisors
Massachusetts
$459K -$24.8K -200 -5%
LFA
2852
Laraway Financial Advisors
Minnesota
$459K -$24.8K -200 -5%
AC
2853
Annandale Capital
Texas
$459K – – –
SFG
2854
Sunburst Financial Group
Alabama
$459K +$2.85K +23 +0.6%
SFG
2855
Sovereign Financial Group
Connecticut
$459K +$21.1K +170 +4%
EAM
2856
Eukles Asset Management
Ohio
$459K +$37K +299 +8%
FRA
2857
Frank Rimerman Advisors
California
$459K -$126K -1,019 -20%
JF
2858
Joule Financial
Kentucky
$457K +$503K +4,061 New
AWM
2859
Aprio Wealth Management
Georgia
$456K +$33.6K +271 +7%
PWS
2860
Private Wealth Strategies
Ohio
$455K -$248 -2 -0%
SPI
2861
Santori & Peters Inc
Pennsylvania
$454K -$96.8K -781 -16%
NG
2862
Northstar Group
New York
$454K – – –
PCMC
2863
Private Capital Management (Colorado)
Colorado
$454K – – –
MC
2864
Machina Capital
France
$454K +$500K +4,035 New
SLG
2865
Stanley-Laman Group
Pennsylvania
$453K -$226K -1,827 -31%
DW
2866
Domani Wealth
Pennsylvania
$452K -$24.8K -200 -5%
MCM
2867
Marathon Capital Management
Maryland
$451K +$496K +4,006 New
SFG
2868
SNS Financial Group
Minnesota
$450K -$3.72K -30 -0.7%
WF
2869
Wayfinding Financial
Washington
$450K +$18K +145 +4%
SAM
2870
S.A. Mason
Michigan
$449K – – –
LWP
2871
Lumature Wealth Partners
Georgia
$446K +$23.7K +191 +5%
LDFR
2872
Lehman & Derafelo Financial Resources
Pennsylvania
$445K -$4.09K -33 -0.8%
HI
2873
Harrington Investments
California
$445K -$2.48K -20 -0.5%
SHFP
2874
Second Half Financial Partners
Florida
$445K – – –
NWA
2875
Navis Wealth Advisors
New York
$444K +$2.35K +19 +0.5%
113 114
115
116 117