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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
3201
Crown Wealth Group
North Carolina
$232K -$37.2K -300 -13%
PCTC
3202
Perkins Coie Trust Company
Washington
$232K -$2.48K -20 -1%
RHJA
3203
Rice Hall James & Associates
California
$232K – – –
AIM
3204
Arcadia Investment Management
Michigan
$229K -$76.2K -615 -23%
EF
3205
Exeter Financial
Arizona
$228K – – –
CAG
3206
Curtis Advisory Group
California
$228K +$3.59K +29 +1%
XS
3207
XR Securities
Illinois
$228K +$251K +2,025 New
MA
3208
Mezzasalma Advisors
New Jersey
$227K – – –
PG
3209
Prostatis Group
Maryland
$227K -$1.11M -8,999 -82%
VBWMG
3210
Von Berge Wealth Management Group
California
$226K -$61.9K -500 -20%
KC
3211
Kinloch Capital
Virginia
$226K -$619 -5 -0.2%
JTWM
3212
Jackson Thornton Wealth Management
Alabama
$226K +$248K +2,005 New
FA
3213
Fortis Advisors
Pennsylvania
$225K -$105K -847 -30%
CCM
3214
Chickasaw Capital Management
Tennessee
$225K – – –
KC
3215
Knuff & Co
California
$225K – – –
TWM
3216
Tanager Wealth Management
United Kingdom
$225K – – –
AMR
3217
Asset Management Resources
Massachusetts
$225K +$4.83K +39 +2%
EC
3218
EJF Capital
Virginia
$225K +$248K +2,000 New
C
3219
Covestor
United Kingdom
$224K -$69.3K -559 -22%
CCP
3220
Cassia Capital Partners
North Carolina
$224K +$13K +105 +6%
MLFP
3221
MPS Loria Financial Planners
Illinois
$223K – – –
HI
3222
Hoey Investments
Pennsylvania
$222K -$6.14M -49,544 -96%
AWM
3223
Adams Wealth Management
Utah
$222K +$11.3K +91 +5%
RI
3224
Ridgewood Investments
New Jersey
$222K +$244K +1,971 New
CCM
3225
Cribstone Capital Management
Maine
$221K -$911K -7,356 -79%
127 128
129
130 131