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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
3051
Tru Independence Asset Management 2
Oregon
$234K +$6.19K +43 +3%
DI
3052
Disciplined Investments
Oklahoma
$234K +$50.1K +348 +29%
ACM
3053
Alamar Capital Management
California
$234K +$221K +1,536 New
CWM
3054
Cahaba Wealth Management
Georgia
$230K -$80.3K -558 -27%
BCA
3055
Biltmore Capital Advisors
New Jersey
$230K +$217K +1,508 New
GAM
3056
Garrison Asset Management
Arkansas
$230K +$217K +1,509 New
PDM
3057
Penn Davis McFarland
Texas
$230K +$217K +1,509 New
KFP
3058
Keystone Financial Planning
Ohio
$229K -$108K -748 -33%
CWA
3059
Clarus Wealth Advisors
Arizona
$229K -$22.3K -155 -10%
LFG
3060
Lazard Frères Gestion
France
$229K – – –
RBC
3061
Roble Belko & Company
Pennsylvania
$229K +$169K +1,173 +354%
TWP
3062
Treybourne Wealth Planners
Indiana
$229K +$217K +1,506 New
HCM
3063
Horrell Capital Management
Arkansas
$228K -$21.6K -150 -9%
CC
3064
Colrain Capital
Massachusetts
$228K -$14.4K -100 -6%
BLAM
3065
Bourne Lent Asset Management
New York
$228K +$216K +1,500 New
CC
3066
Codex Capital
New York
$228K +$216K +1,500 New
CISOA
3067
Capital Investment Services of America
Wisconsin
$228K +$216K +1,501 New
MS
3068
Mizuho Securities
Japan
$227K +$80.4K +559 +60%
FAM
3069
Flaharty Asset Management
Florida
$227K +$215K +1,492 New
VAM
3070
Verity Asset Management
North Carolina
$227K +$215K +1,493 New
ST
3071
Sageworth Trust
Pennsylvania
$224K -$70.4K -489 -25%
VBFP
3072
Valtinson Bruner Financial Planning
Minnesota
$224K -$1.73K -12 -0.8%
SCA
3073
Sage Capital Advisors
South Dakota
$224K +$3.6K +25 +2%
RF
3074
RHS Financial
California
$224K +$211K +1,469 New
AFA
3075
American Financial Advisors
Georgia
$222K +$210K +1,460 New
121 122
123
124 125