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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFIA
3201
America First Investment Advisors
Nebraska
$219K – – –
CFG
3202
Compton Financial Group
Maryland
$219K – – –
FC
3203
FCA Corp
Texas
$219K – – –
GCM
3204
G2 Capital Management
Ohio
$218K – – –
TWM
3205
Triton Wealth Management
Arizona
$218K – – –
CCA
3206
Conestoga Capital Advisors
Pennsylvania
$216K – – –
MSWMA
3207
Market Street Wealth Management Advisors
Indiana
$216K – – –
SAM
3208
Seelaus Asset Management
New Jersey
$216K – – –
RHJA
3209
Rice Hall James & Associates
California
$215K – – –
WCM
3210
Wallace Capital Management
Texas
$215K – – –
NF
3211
Norwood Financial
Pennsylvania
$215K +$23.9K +208 +11%
AIM
3212
Arcadia Investment Management
Michigan
$214K +$1.72K +15 +0.7%
SHWM
3213
Smith & Howard Wealth Management
Georgia
$214K +$235K +2,044 New
SIAG
3214
Safeguard Investment Advisory Group
California
$214K +$235K +2,049 New
RWA
3215
Redmont Wealth Advisors
Illinois
$213K -$108K -940 -32%
BFWA
3216
Benchmark Financial Wealth Advisors
Florida
$213K -$6.2K -54 -3%
CCP
3217
Cassia Capital Partners
North Carolina
$213K +$5.85K +51 +3%
WBCM
3218
Wilson & Boucher Capital Management
California
$212K -$120K -1,047 -34%
EF
3219
Exeter Financial
Arizona
$212K – – –
VBWMG
3220
Von Berge Wealth Management Group
California
$212K – – –
MA
3221
Mezzasalma Advisors
New Jersey
$211K – – –
CCM
3222
Chickasaw Capital Management
Tennessee
$209K – – –
EC
3223
EJF Capital
Virginia
$209K – – –
FA
3224
Fortis Advisors
Pennsylvania
$209K – – –
KC
3225
Knuff & Co
California
$209K – – –
127 128
129
130 131