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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
3076
Essex Private Wealth Management
Massachusetts
$235K +$12.9K +82 +6%
FIM
3077
Fernwood Investment Management
Massachusetts
$234K -$8.47K -54 -4%
DWMG
3078
DB Wealth Management Group
California
$234K – – –
MIG
3079
McGuire Investment Group
Rhode Island
$234K +$2.67K +17 +1%
DBRC
3080
D.B. Root & Company
Pennsylvania
$233K -$91.4K -583 -29%
RWM
3081
Rezny Wealth Management
Florida
$233K -$784 -5 -0.3%
HP
3082
HT Partners
Connecticut
$232K +$3.29K +21 +2%
KFP
3083
Keystone Financial Planning
Ohio
$231K – – –
AL
3084
ACAS LLC
California
$230K – – –
QWM
3085
Quaker Wealth Management
New Jersey
$230K +$220K +1,405 New
CC
3086
Claybrook Capital
Massachusetts
$229K -$6.55M -41,749 -97%
HCM
3087
Horrell Capital Management
Arkansas
$229K -$15.7K -100 -7%
AI
3088
AXS Investments
New York
$228K -$832K -5,305 -79%
CPA
3089
Cowen Prime Advisors
New York
$228K – – –
ACP
3090
Arcus Capital Partners
Georgia
$228K +$627 +4 +0.3%
RPGK
3091
Retirement Planning Group (Kansas)
Kansas
$227K +$3.92K +25 +2%
TFA
3092
Toth Financial Advisory
Virginia
$227K +$5.33K +34 +3%
FAM
3093
Flaharty Asset Management
Florida
$226K -$7.21K -46 -3%
SSC
3094
Syverson Strege & Co
Iowa
$226K +$216K +1,378 New
CPWM
3095
Cypress Point Wealth Management
Texas
$225K – – –
DT
3096
Daniels + Tansey
Delaware
$224K +$784 +5 +0.4%
WFPG
3097
Waller Financial Planning Group
Ohio
$223K +$214K +1,365 New
BBW
3098
Blue Barn Wealth
Utah
$222K +$213K +1,358 New
SFP
3099
Sterling Financial Planning
New Jersey
$221K -$12.5K -80 -6%
AFS
3100
Annapolis Financial Services
Maryland
$221K +$15.4K +98 +8%
122 123
124
125 126