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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
3026
Summit Wealth Partners
Florida
$255K +$1.73K +12 +0.7%
ACM
3027
AlphaStar Capital Management
North Carolina
$251K +$7.34K +51 +3%
BFM
3028
Boothbay Fund Management
New York
$250K -$203K -1,409 -46%
WCF
3029
West Coast Financial
California
$249K +$236K +1,638 New
HFM
3030
Harvest Fund Management
China
$248K +$71.2K +495 +44%
NWA
3031
New World Advisors
Massachusetts
$246K -$105K -727 -31%
AF
3032
Apexium Financial
Texas
$246K -$14.4K -100 -6%
KOMWMG
3033
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$246K +$233K +1,617 New
FAG
3034
Financial Advisory Group
Texas
$245K -$68.8K -478 -23%
KC
3035
Kingfisher Capital
North Carolina
$245K +$232K +1,612 New
MGIA
3036
Matthew Goff Investment Advisor
Texas
$244K +$575 +4 +0.2%
SFWC
3037
Strategic Family Wealth Counselors
New Jersey
$244K +$230K +1,600 New
PFA
3038
Pinnacle Family Advisors
Missouri
$243K -$90.6K -630 -28%
ACP
3039
Arcus Capital Partners
Georgia
$243K -$7.48K -52 -3%
ARTA
3040
A.R.T. Advisors
New York
$243K +$229K +1,595 New
LFASL
3041
Lugano Financial Advisors SA (LFA)
Switzerland
$243K +$230K +1,598 New
KFS
3042
Kurt F. Somerville
$243K +$230K +1,601 New
MPW
3043
MA Private Wealth
California
$241K +$227K +1,580 New
HC
3044
Hoese & Co
Minnesota
$241K +$228K +1,583 New
RSVP
3045
Ramsay Stattman Vela & Price
Colorado
$239K -$7.19K -50 -3%
SCA
3046
St. Clair Advisors
Ohio
$239K -$14.4K -100 -6%
DWM
3047
Denver Wealth Management
Colorado
$238K +$252K +1,749 New
SFC
3048
SYM Financial Corp
Indiana
$237K -$88.5K -615 -28%
MAM
3049
Marquette Asset Management
Minnesota
$237K – – –
ZCA
3050
Zeke Capital Advisors
Pennsylvania
$234K -$154K -1,069 -41%
120 121
122
123 124