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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
3076
Mayport LLC
Massachusetts
$365K – – –
DSAM
3077
Dock Street Asset Management
Florida
$364K -$6.64K -45 -2%
A
3078
Astrantus
Cyprus
$363K +$393K +2,662 New
MAP
3079
Milestone Advisory Partners
North Carolina
$362K +$392K +2,654 New
AIM
3080
Arcadia Investment Management
Michigan
$361K -$13.9K -94 -3%
FWM
3081
FSA Wealth Management
Massachusetts
$361K – – –
PCM
3082
Pennsylvania Capital Management
Pennsylvania
$361K – – –
FA
3083
Fountainhead AM
New Jersey
$360K -$38.2K -259 -9%
AIA
3084
AIMZ Investment Advisors
California
$360K – – –
CC
3085
Capital Counsel
New York
$359K -$12.1K -82 -3%
AWM
3086
Altus Wealth Management
Kentucky
$358K +$1.03K +7 +0.3%
MWM
3087
Madison Wealth Management
Ohio
$358K +$14.9K +101 +4%
SF
3088
Symphony Financial
Texas
$358K +$144K +975 +55%
UFA
3089
US Financial Advisors
Massachusetts
$357K – – –
PFG
3090
Pinnacle Financial Group
Illinois
$357K +$51.5K +349 +15%
SFG
3091
Snider Financial Group
Washington
$355K -$18.3K -124 -5%
SFWC
3092
Strategic Family Wealth Counselors
New Jersey
$354K – – –
OWA
3093
Opal Wealth Advisors
New York
$354K +$18.7K +127 +5%
BDFN
3094
Bond & Devick Financial Network
Minnesota
$354K +$29.5K +200 +8%
MTIM
3095
Marathon Trading Investment Management
Pennsylvania
$354K +$384K +2,600 New
SLA
3096
Silver Lake Advisory
Utah
$353K -$147K -997 -28%
CNWM
3097
Clay Northam Wealth Management
California
$353K -$3.69K -25 -1%
KCA
3098
Karn Couzens & Associates
Connecticut
$353K – – –
PWS
3099
Paragon Wealth Strategies
Florida
$351K +$4.87K +33 +1%
EWA
3100
Encompass Wealth Advisors
Oregon
$351K +$13.6K +92 +4%
122 123
124
125 126