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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
3051
Apexium Financial
Texas
$249K -$2.2K -14 -0.9%
MGIA
3052
Matthew Goff Investment Advisor
Texas
$249K -$628 -4 -0.2%
LFASL
3053
Lugano Financial Advisors SA (LFA)
Switzerland
$249K – – –
SFWC
3054
Strategic Family Wealth Counselors
New Jersey
$249K – – –
AG
3055
Algert Global
California
$248K -$74K -471 -23%
TCCM
3056
Timber Creek Capital Management
Massachusetts
$248K -$55K -350 -18%
MPW
3057
MA Private Wealth
California
$247K +$942 +6 +0.4%
FEM
3058
Fulcrum Equity Management
Texas
$246K +$248K +1,580 New
OBWP
3059
O'Brien Wealth Partners
Massachusetts
$243K -$92.3K -588 -27%
RSVP
3060
Ramsay Stattman Vela & Price
Colorado
$243K -$1.57K -10 -0.6%
BCA
3061
Biltmore Capital Advisors
New Jersey
$243K +$8.79K +56 +4%
VAM
3062
Verity Asset Management
North Carolina
$243K +$10.8K +69 +5%
JSA
3063
Jacobson & Schmitt Advisors
Wisconsin
$243K +$30.6K +195 +14%
SSWG
3064
Seven Springs Wealth Group
Tennessee
$243K +$190K +1,207 +338%
MAM
3065
Marquette Asset Management
Minnesota
$242K – – –
SFC
3066
SYM Financial Corp
Indiana
$242K – – –
LIG
3067
Lokken Investment Group
Delaware
$241K +$243K +1,549 New
ACM
3068
Alamar Capital Management
California
$239K – – –
DI
3069
Disciplined Investments
Oklahoma
$239K – – –
SF
3070
Symphony Financial
Texas
$238K -$28.1K -179 -10%
CCP
3071
Clarkston Capital Partners
Michigan
$237K -$25.9K -165 -10%
TIAM2
3072
Tru Independence Asset Management 2
Oregon
$236K -$3.61K -23 -1%
GAM
3073
Garrison Asset Management
Arkansas
$235K – – –
PDM
3074
Penn Davis McFarland
Texas
$235K – – –
MWA
3075
Motive Wealth Advisors
Michigan
$235K +$238K +1,513 New
121 122
123
124 125