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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
3026
Lockerman Financial Group
California
$436K +$16.9K +133 +4%
CQS
3027
Credential Qtrade Securities
$436K -$1.13M -8,879 -73%
SHFP
3028
Second Half Financial Partners
Florida
$435K -$17.5K -138 -4%
BSSFA
3029
Baron Silver Stevens Financial Advisors
Florida
$435K +$6.97K +55 +2%
SCM
3030
Stonehearth Capital Management
Massachusetts
$434K – – –
DAM
3031
Deltec Asset Management
New York
$432K – – –
GAM
3032
Gemmer Asset Management
California
$432K -$2.28K -18 -0.6%
WFM
3033
Wolff Financial Management
Michigan
$431K -$2.15K -17 -0.5%
MWPCG
3034
Measured Wealth Private Client Group
New Hampshire
$430K -$10.3K -81 -2%
MAG
3035
Mayfair Advisory Group
Alabama
$430K -$20.8K -164 -5%
CSWM
3036
Cassady Schiller Wealth Management
Ohio
$429K -$25K -197 -6%
EA
3037
Ellsworth Advisors
Ohio
$429K +$92.2K +728 +30%
CCB
3038
Cutter & Co Brokerage
Missouri
$428K -$20.9K -165 -5%
MIAS
3039
Mason Investment Advisory Services
Virginia
$426K +$95K +750 +31%
SAS
3040
Sanford Advisory Services
Michigan
$426K +$9.25K +73 +2%
MWM
3041
Mascoma Wealth Management
New Hampshire
$426K -$11.4K -90 -3%
AGA
3042
Arkos Global Advisors
Texas
$425K +$83.1K +656 +26%
DWA
3043
Delap Wealth Advisory
Oregon
$425K +$402K +3,169 New
SFS
3044
Solitude Financial Services
Virginia
$424K -$9.25K -73 -2%
B
3045
Barings
North Carolina
$424K +$36.5K +288 +10%
SPWG
3046
Syntegra Private Wealth Group
Missouri
$422K +$399K +3,149 New
GWM
3047
Gitterman Wealth Management
New Jersey
$422K -$3.67K -29 -0.9%
RP
3048
Riverwater Partners
Wisconsin
$422K +$5.96K +47 +2%
JLBC
3049
J.L. Bainbridge & Co
Florida
$420K +$2.91K +23 +0.7%
WPW
3050
Watershed Private Wealth
Illinois
$419K +$396K +3,122 New
120 121
122
123 124