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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
3176
Paragon Wealth Strategies
Florida
$244K -$50.3K -406 -16%
LFA
3177
Level Financial Advisors
New York
$243K +$61.9K +500 +30%
NC
3178
NovaPoint Capital
Georgia
$242K -$32.2K -260 -11%
WAM
3179
WealthTrust Asset Management
Florida
$241K -$1.7M -13,693 -86%
WFA
3180
Websterrogers Financial Advisors
South Carolina
$241K -$6.57K -53 -2%
MWA
3181
Motive Wealth Advisors
Michigan
$241K -$248 -2 -0.1%
SFC
3182
SYM Financial Corp
Indiana
$240K -$30.7K -248 -10%
SNBOSCI
3183
Security National Bank of Sioux City Iowa
Iowa
$240K – – –
RA
3184
Rise Advisors
New York
$240K +$23.5K +190 +10%
AG
3185
Advocate Group
Minnesota
$240K +$264K +2,134 New
WCM
3186
Wallace Capital Management
Texas
$239K – – –
GB
3187
Goepper Burkhardt
South Carolina
$239K +$24.8K +200 +10%
SC
3188
Sepio Capital
Utah
$237K +$260K +2,101 New
AFIA
3189
America First Investment Advisors
Nebraska
$236K – – –
CFG
3190
Compton Financial Group
Maryland
$236K – – –
FC
3191
FCA Corp
Texas
$236K – – –
ACP
3192
Arcus Capital Partners
Georgia
$236K +$34.2K +276 +15%
BFWA
3193
Benchmark Financial Wealth Advisors
Florida
$236K +$259K +2,094 New
RJTCONH
3194
Raymond James Trust Company of New Hampshire
New Hampshire
$235K -$991 -8 -0.4%
GCM
3195
G2 Capital Management
Ohio
$235K – – –
APS
3196
American Planning Services
Florida
$234K +$31K +250 +14%
MSWMA
3197
Market Street Wealth Management Advisors
Indiana
$233K -$25.6K -207 -9%
CCA
3198
Conestoga Capital Advisors
Pennsylvania
$233K – – –
DOA
3199
D'Orazio & Associates
Virginia
$233K +$57.6K +465 +29%
SAM
3200
Seelaus Asset Management
New Jersey
$232K -$379K -3,055 -60%
126 127
128
129 130