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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3151
Claris Advisors
Missouri
$242K -$24.6K -214 -8%
CC
3152
Capital Counsel
New York
$242K -$11.5K -100 -4%
TC
3153
Tacita Capital
Ontario, Canada
$242K – – –
IIA
3154
ICW Investment Advisors
Arizona
$242K +$115 +1 +0%
ICM
3155
Intrepid Capital Management
Florida
$242K +$115 +1 +0%
HFS
3156
Heritage Financial Services
Massachusetts
$241K -$22K -192 -8%
NCMW
3157
Northern Capital Management (Washington)
Washington
$241K -$1.15K -10 -0.4%
CFP
3158
Curran Financial Partners
South Carolina
$240K -$12.1K -105 -4%
SWG
3159
Summit Wealth Group
Vermont
$240K -$2.98K -26 -1%
FWM
3160
Forefront Wealth Management
Pennsylvania
$240K +$230 +2 +0.1%
SSW
3161
Smith Shellnut Wilson
Mississippi
$238K – – –
RJTCONH
3162
Raymond James Trust Company of New Hampshire
New Hampshire
$238K +$21.6K +188 +9%
CNWM
3163
Clay Northam Wealth Management
California
$236K – – –
WFA
3164
WMG Financial Advisors
Tennessee
$235K -$9.76K -85 -4%
JSAM
3165
J. Safra Asset Management
New York
$235K – – –
SAM
3166
SP Asset Management
California
$235K +$1.03K +9 +0.4%
BFS
3167
Baskin Financial Services
Ontario, Canada
$234K -$28.2M -245,799 -99%
TDC
3168
Thompson Davis & Co
Virginia
$234K -$68.9K -600 -21%
BBPWM
3169
Blue Bell Private Wealth Management
Pennsylvania
$234K – – –
GCL
3170
Gouws Capital LLC
North Carolina
$233K – – –
WFA
3171
Websterrogers Financial Advisors
South Carolina
$233K +$10.2K +89 +4%
LWP
3172
Legacy Wealth Planning
Nevada
$232K -$350K -3,052 -58%
RI
3173
Ridgewood Investments
New Jersey
$232K +$28.6K +249 +13%
KFS
3174
Kurt F. Somerville
$231K – – –
RWM
3175
Raffa Wealth Management
District of Columbia
$230K -$6.54K -57 -3%
125 126
127
128 129