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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3201
Seelaus Asset Management
New Jersey
$232K -$379K -3,055 -60%
CWG
3202
Crown Wealth Group
North Carolina
$232K -$37.2K -300 -13%
PCTC
3203
Perkins Coie Trust Company
Washington
$232K -$2.48K -20 -1%
RHJA
3204
Rice Hall James & Associates
California
$232K – – –
AIM
3205
Arcadia Investment Management
Michigan
$229K -$76.2K -615 -23%
EF
3206
Exeter Financial
Arizona
$228K – – –
CAG
3207
Curtis Advisory Group
California
$228K +$3.59K +29 +1%
XS
3208
XR Securities
Illinois
$228K +$251K +2,025 New
MA
3209
Mezzasalma Advisors
New Jersey
$227K – – –
PG
3210
Prostatis Group
Maryland
$227K -$1.11M -8,999 -82%
VBWMG
3211
Von Berge Wealth Management Group
California
$226K -$61.9K -500 -20%
KC
3212
Kinloch Capital
Virginia
$226K -$619 -5 -0.2%
JTWM
3213
Jackson Thornton Wealth Management
Alabama
$226K +$248K +2,005 New
FA
3214
Fortis Advisors
Pennsylvania
$225K -$105K -847 -30%
CCM
3215
Chickasaw Capital Management
Tennessee
$225K – – –
KC
3216
Knuff & Co
California
$225K – – –
TWM
3217
Tanager Wealth Management
United Kingdom
$225K – – –
AMR
3218
Asset Management Resources
Massachusetts
$225K +$4.83K +39 +2%
EC
3219
EJF Capital
Virginia
$225K +$248K +2,000 New
C
3220
Covestor
United Kingdom
$224K -$69.3K -559 -22%
CCP
3221
Cassia Capital Partners
North Carolina
$224K +$13K +105 +6%
MLFP
3222
MPS Loria Financial Planners
Illinois
$223K – – –
HI
3223
Hoey Investments
Pennsylvania
$222K -$6.14M -49,544 -96%
AWM
3224
Adams Wealth Management
Utah
$222K +$11.3K +91 +5%
RI
3225
Ridgewood Investments
New Jersey
$222K +$244K +1,971 New
127 128
129
130 131