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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
3151
Mayport LLC
Massachusetts
$243K -$40.2K -350 -13%
CA
3152
Claris Advisors
Missouri
$242K -$24.6K -214 -8%
CC
3153
Capital Counsel
New York
$242K -$11.5K -100 -4%
TC
3154
Tacita Capital
Ontario, Canada
$242K – – –
IIA
3155
ICW Investment Advisors
Arizona
$242K +$115 +1 +0%
ICM
3156
Intrepid Capital Management
Florida
$242K +$115 +1 +0%
HFS
3157
Heritage Financial Services
Massachusetts
$241K -$22K -192 -8%
NCMW
3158
Northern Capital Management (Washington)
Washington
$241K -$1.15K -10 -0.4%
CFP
3159
Curran Financial Partners
South Carolina
$240K -$12.1K -105 -4%
SWG
3160
Summit Wealth Group
Vermont
$240K -$2.98K -26 -1%
FWM
3161
Forefront Wealth Management
Pennsylvania
$240K +$230 +2 +0.1%
SSW
3162
Smith Shellnut Wilson
Mississippi
$238K – – –
RJTCONH
3163
Raymond James Trust Company of New Hampshire
New Hampshire
$238K +$21.6K +188 +9%
CNWM
3164
Clay Northam Wealth Management
California
$236K – – –
WFA
3165
WMG Financial Advisors
Tennessee
$235K -$9.76K -85 -4%
JSAM
3166
J. Safra Asset Management
New York
$235K – – –
SAM
3167
SP Asset Management
California
$235K +$1.03K +9 +0.4%
BFS
3168
Baskin Financial Services
Ontario, Canada
$234K -$28.2M -245,799 -99%
TDC
3169
Thompson Davis & Co
Virginia
$234K -$68.9K -600 -21%
BBPWM
3170
Blue Bell Private Wealth Management
Pennsylvania
$234K – – –
GCL
3171
Gouws Capital LLC
North Carolina
$233K – – –
WFA
3172
Websterrogers Financial Advisors
South Carolina
$233K +$10.2K +89 +4%
LWP
3173
Legacy Wealth Planning
Nevada
$232K -$350K -3,052 -58%
RI
3174
Ridgewood Investments
New Jersey
$232K +$28.6K +249 +13%
KFS
3175
Kurt F. Somerville
$231K – – –
125 126
127
128 129