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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2976
CFS Investment Advisory Services
New Jersey
$216K +$190K +1,697 New
AP
2977
Adero Partners
California
$213K -$45.2K -404 -19%
SC
2978
Solstein Capital
California
$213K +$28.8K +258 +19%
SFG
2979
Sovereign Financial Group
Connecticut
$213K +$187K +1,677 New
SCA
2980
St. Clair Advisors
Ohio
$212K +$187K +1,669 New
SWP
2981
Summit Wealth Partners
Florida
$211K +$186K +1,662 New
ACP
2982
Arcus Capital Partners
Georgia
$210K +$184K +1,649 New
HCM
2983
Horrell Capital Management
Arkansas
$209K – – –
BWM
2984
BCS Wealth Management
Tennessee
$209K +$184K +1,644 New
GB
2985
Goepper Burkhardt
South Carolina
$209K +$184K +1,648 New
RSVP
2986
Ramsay Stattman Vela & Price
Colorado
$206K -$310K -2,775 -63%
MGIA
2987
Matthew Goff Investment Advisor
Texas
$204K +$179K +1,602 New
HGWM
2988
Horst & Graben Wealth Management
Oregon
$203K -$83.2K -744 -32%
EP
2989
Elkhorn Partners
Nebraska
$203K -$73.8K -660 -29%
CC
2990
Colrain Capital
Massachusetts
$203K – – –
SSW
2991
Smith Shellnut Wilson
Mississippi
$202K -$251K -2,246 -59%
VBFP
2992
Valtinson Bruner Financial Planning
Minnesota
$201K +$166K +1,481 New
SCA
2993
Sage Capital Advisors
South Dakota
$200K +$162K +1,447 New
MAM
2994
Marquette Asset Management
Minnesota
$198K – – –
AFS
2995
Annapolis Financial Services
Maryland
$195K +$172K +1,537 New
CWM
2996
Curi Wealth Management
North Carolina
$194K +$171K +1,531 New
TIAM2
2997
Tru Independence Asset Management 2
Oregon
$190K +$167K +1,497 New
SL
2998
Savior LLC
Massachusetts
$188K -$19.2K -172 -10%
FEG
2999
Financial Enhancement Group
Indiana
$185K +$105K +939 +183%
DWMG
3000
DB Wealth Management Group
California
$185K +$162K +1,453 New
118 119
120
121 122