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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
2951
JMG Financial Group
Illinois
$233K +$205K +1,835 New
SBWIC
2952
Schaper Benz & Wise Investment Counsel
Wisconsin
$230K +$202K +1,809 New
SLF
2953
Sun Life Financial
Ontario, Canada
$229K -$2.46K -22 -1%
HA
2954
Harborview Advisors
Maine
$229K +$202K +1,804 New
TCM
2955
Tradewinds Capital Management
Washington
$228K – – –
SWP
2956
ShoreHaven Wealth Partners
New Jersey
$228K +$201K +1,796 New
HIM
2957
Hanlon Investment Management
New Jersey
$227K +$200K +1,787 New
BSSFA
2958
Baron Silver Stevens Financial Advisors
Florida
$227K +$200K +1,790 New
FDS
2959
Freedom Day Solutions
Texas
$226K -$233K -2,086 -54%
CYG
2960
Clean Yield Group
Vermont
$225K +$7.04K +63 +4%
NWA
2961
New World Advisors
Massachusetts
$225K +$27.9K +250 +12%
ACM
2962
AlphaStar Capital Management
North Carolina
$224K +$178K +1,596 New
CWA
2963
Clarus Wealth Advisors
Arizona
$224K +$181K +1,621 New
SAF
2964
Smith Anglin Financial
Texas
$224K +$197K +1,761 New
WCM
2965
Wallace Capital Management
Texas
$223K +$196K +1,754 New
PA
2966
Parkside Advisors
California
$223K +$196K +1,756 New
PC
2967
Prairiewood Capital
North Dakota
$222K +$195K +1,748 New
ICM
2968
Intrepid Capital Management
Florida
$221K +$194K +1,736 New
TWM
2969
TMD Wealth Management
Arizona
$221K +$195K +1,741 New
PCTC
2970
Perkins Coie Trust Company
Washington
$219K -$27.5K -246 -13%
LFS
2971
Legacy Financial Strategies
Kansas
$219K +$192K +1,720 New
AF
2972
Apexium Financial
Texas
$218K +$192K +1,714 New
HI
2973
Humankind Investments
New York
$218K +$192K +1,715 New
LFG
2974
Lazard Frères Gestion
France
$218K +$194K +1,739 New
AA
2975
Advisory Alpha
Michigan
$217K +$15.4K +138 +9%
117 118
119
120 121