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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VLC
3101
Van Leeuwen & Company
New Jersey
$205K +$194K +1,348 New
T
3102
TOBAM
France
$204K +$36.4K +253 +23%
PFA
3103
Peak Financial Advisors
Colorado
$204K +$192K +1,337 New
WLIM
3104
White Lighthouse Investment Management
Massachusetts
$204K +$193K +1,342 New
PG
3105
Prostatis Group
Maryland
$203K +$192K +1,335 New
BWA
3106
BlueSky Wealth Advisors
North Carolina
$203K +$187K +1,300 New
NI
3107
NFC Investments
Tennessee
$203K +$192K +1,333 New
ESCM
3108
Echo Street Capital Management
New York
$202K +$191K +1,325 New
HSWM
3109
Hubbell Strickland Wealth Management
Louisiana
$202K +$191K +1,327 New
RCS
3110
Retirement Capital Strategies
California
$201K +$190K +1,321 New
LS
3111
Leelyn Smith
Illinois
$199K +$1.58K +11 +0.8%
HIM
3112
Hillsdale Investment Management
Ontario, Canada
$198K – – –
TCM
3113
TD Capital Management
Tennessee
$193K +$3.88K +27 +2%
OWM
3114
Orgel Wealth Management
Wisconsin
$192K +$181K +1,260 New
JPLA
3115
Joseph P. Lucia & Associates
New York
$188K +$2.45K +17 +1%
ATFA
3116
All Terrain Financial Advisors
Minnesota
$188K +$178K +1,235 New
HS
3117
Horan Securities
United States
$186K +$68K +473 +63%
KFP
3118
KB Financial Partners
New Jersey
$186K +$176K +1,223 New
BAMG
3119
Brand Asset Management Group
Missouri
$181K -$187K -1,301 -52%
KFS
3120
Kelly Financial Services
Massachusetts
$178K +$1.87K +13 +1%
FEG
3121
Financial Enhancement Group
Indiana
$172K -$46.6K -324 -22%
SAM
3122
Sycomore Asset Management
France
$168K -$182K -1,265 -53%
SL
3123
Savior LLC
Massachusetts
$168K -$54K -375 -25%
HWM
3124
Holloway Wealth Management
Florida
$167K – – –
SFPG
3125
Stonebridge Financial Planning Group
Florida
$164K – – –
123 124
125
126 127