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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
3101
Keystone Financial Planning
Ohio
$220K -$14.6K -93 -6%
MIG
3102
McGuire Investment Group
Rhode Island
$220K -$2.51K -16 -1%
MAM
3103
Morse Asset Management
Connecticut
$219K – – –
AL
3104
ACAS LLC
California
$218K +$3.93K +25 +2%
CPA
3105
Cowen Prime Advisors
New York
$217K – – –
HP
3106
HT Partners
Connecticut
$217K – – –
ACP
3107
Arcus Capital Partners
Georgia
$216K -$32.5K -207 -13%
AWMF
3108
Arbor Wealth Management (Florida)
Florida
$216K +$218K +1,388 New
SFG
3109
Sather Financial Group
Texas
$215K +$217K +1,382 New
SFG
3110
SageGuard Financial Group
Tennessee
$214K -$203K -1,292 -48%
CPWM
3111
Cypress Point Wealth Management
Texas
$214K +$216K +1,377 New
RPGK
3112
Retirement Planning Group (Kansas)
Kansas
$212K -$4.08K -26 -2%
VLC
3113
Van Leeuwen & Company
New Jersey
$212K – – –
EPWM
3114
Essex Private Wealth Management
Massachusetts
$211K – – –
TFA
3115
Toth Financial Advisory
Virginia
$210K +$157 +1 +0.1%
EGM
3116
Engineers Gate Manager
New York
$209K +$211K +1,345 New
PFA
3117
Peak Financial Advisors
Colorado
$208K – – –
NI
3118
NFC Investments
Tennessee
$207K – – –
PG
3119
Prostatis Group
Maryland
$207K -$942 -6 -0.4%
WLIM
3120
White Lighthouse Investment Management
Massachusetts
$206K -$2.36K -15 -1%
RCS
3121
Retirement Capital Strategies
California
$206K +$942 +6 +0.5%
EP
3122
EPIQ Partners
Minnesota
$206K +$208K +1,322 New
TFIPS
3123
Towarzystwo Funduszy Inwestycyjnych PZU SA
$206K -$223K -1,423 -52%
SFA
3124
Seneca Financial Advisors
New York
$206K -$9.74K -62 -4%
MGAM
3125
McGowan Group Asset Management
Texas
$205K -$5.18K -33 -2%
123 124
125
126 127