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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
2976
Sanford Advisory Services
Michigan
$443K +$17.3K +117 +4%
GFPC
2977
Global Financial Private Client
Florida
$443K +$88.6K +600 +22%
MFGM
2978
Marshall Financial Group (Maryland)
Maryland
$441K -$47.5K -322 -9%
PTC
2979
Provident Trust Company
Wisconsin
$441K – – –
WFM
2980
Wolff Financial Management
Michigan
$441K – – –
PI
2981
Parkside Investments
Illinois
$440K +$1.62K +11 +0.3%
HCM
2982
HM Capital Management
Missouri
$439K -$25.2K -171 -5%
BFAG
2983
Blackston Financial Advisory Group
Florida
$439K -$3.25K -22 -0.8%
WCG
2984
Weaver Consulting Group
California
$439K +$18.7K +127 +4%
BA
2985
Bridge Advisory
California
$438K -$29.7K -201 -6%
OTL
2986
Oak Thistle LLC
New York
$438K +$475K +3,219 New
GCS
2987
Gordian Capital (Singapore)
Singapore
$435K -$98.2K -665 -19%
FSC
2988
Full Sail Capital
Oklahoma
$435K -$86.9K -589 -16%
OFS
2989
Oldfather Financial Services
Nebraska
$434K +$10.5K +71 +2%
MAG
2990
Mayfair Advisory Group
Alabama
$433K +$8.86K +60 +2%
FCM
2991
Fourpath Capital Management
Oklahoma
$433K +$150K +1,016 +47%
LSA
2992
Lansing Street Advisors
Pennsylvania
$432K +$478K +3,236 New
CMI
2993
Clare Market Investments
Texas
$431K +$86.8K +588 +23%
WCM
2994
Washburn Capital Management
Florida
$431K -$165K -1,119 -26%
WIA
2995
World Investment Advisors
California
$431K -$5.17K -35 -1%
AWA
2996
AmeriServ Wealth Advisors
Pennsylvania
$430K – – –
CCA
2997
Cadent Capital Advisors
Oklahoma
$430K +$164K +1,113 +55%
MWM
2998
McNaughton Wealth Management
California
$429K +$72.6K +492 +19%
TF
2999
TRH Financial
Iowa
$428K -$6.2K -42 -1%
JSAM
3000
J. Safra Asset Management
New York
$428K +$443K +3,000 New
118 119
120
121 122