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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
2976
Palisades Hudson Asset Management
Florida
$217K +$191K +1,711 New
CIAS
2977
CFS Investment Advisory Services
New Jersey
$216K +$190K +1,697 New
AP
2978
Adero Partners
California
$213K -$45.2K -404 -19%
SC
2979
Solstein Capital
California
$213K +$28.8K +258 +19%
SFG
2980
Sovereign Financial Group
Connecticut
$213K +$187K +1,677 New
SCA
2981
St. Clair Advisors
Ohio
$212K +$187K +1,669 New
SWP
2982
Summit Wealth Partners
Florida
$211K +$186K +1,662 New
ACP
2983
Arcus Capital Partners
Georgia
$210K +$184K +1,649 New
HCM
2984
Horrell Capital Management
Arkansas
$209K – – –
BWM
2985
BCS Wealth Management
Tennessee
$209K +$184K +1,644 New
GB
2986
Goepper Burkhardt
South Carolina
$209K +$184K +1,648 New
RSVP
2987
Ramsay Stattman Vela & Price
Colorado
$206K -$310K -2,775 -63%
MGIA
2988
Matthew Goff Investment Advisor
Texas
$204K +$179K +1,602 New
HGWM
2989
Horst & Graben Wealth Management
Oregon
$203K -$83.2K -744 -32%
EP
2990
Elkhorn Partners
Nebraska
$203K -$73.8K -660 -29%
CC
2991
Colrain Capital
Massachusetts
$203K – – –
SSW
2992
Smith Shellnut Wilson
Mississippi
$202K -$251K -2,246 -59%
VBFP
2993
Valtinson Bruner Financial Planning
Minnesota
$201K +$166K +1,481 New
SCA
2994
Sage Capital Advisors
South Dakota
$200K +$162K +1,447 New
MAM
2995
Marquette Asset Management
Minnesota
$198K – – –
AFS
2996
Annapolis Financial Services
Maryland
$195K +$172K +1,537 New
CWM
2997
Curi Wealth Management
North Carolina
$194K +$171K +1,531 New
TIAM2
2998
Tru Independence Asset Management 2
Oregon
$190K +$167K +1,497 New
SL
2999
Savior LLC
Massachusetts
$188K -$19.2K -172 -10%
FEG
3000
Financial Enhancement Group
Indiana
$185K +$105K +939 +183%
118 119
120
121 122