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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
3201
Charles Schwab Investment Advisory
California
$222K +$22.1K +193 +10%
AFIA
3202
America First Investment Advisors
Nebraska
$219K – – –
CFG
3203
Compton Financial Group
Maryland
$219K – – –
FC
3204
FCA Corp
Texas
$219K – – –
GCM
3205
G2 Capital Management
Ohio
$218K – – –
TWM
3206
Triton Wealth Management
Arizona
$218K – – –
CCA
3207
Conestoga Capital Advisors
Pennsylvania
$216K – – –
MSWMA
3208
Market Street Wealth Management Advisors
Indiana
$216K – – –
SAM
3209
Seelaus Asset Management
New Jersey
$216K – – –
RHJA
3210
Rice Hall James & Associates
California
$215K – – –
WCM
3211
Wallace Capital Management
Texas
$215K – – –
NF
3212
Norwood Financial
Pennsylvania
$215K +$23.9K +208 +11%
AIM
3213
Arcadia Investment Management
Michigan
$214K +$1.72K +15 +0.7%
SHWM
3214
Smith & Howard Wealth Management
Georgia
$214K +$235K +2,044 New
SIAG
3215
Safeguard Investment Advisory Group
California
$214K +$235K +2,049 New
RWA
3216
Redmont Wealth Advisors
Illinois
$213K -$108K -940 -32%
BFWA
3217
Benchmark Financial Wealth Advisors
Florida
$213K -$6.2K -54 -3%
CCP
3218
Cassia Capital Partners
North Carolina
$213K +$5.85K +51 +3%
WBCM
3219
Wilson & Boucher Capital Management
California
$212K -$120K -1,047 -34%
EF
3220
Exeter Financial
Arizona
$212K – – –
VBWMG
3221
Von Berge Wealth Management Group
California
$212K – – –
MA
3222
Mezzasalma Advisors
New Jersey
$211K – – –
CCM
3223
Chickasaw Capital Management
Tennessee
$209K – – –
EC
3224
EJF Capital
Virginia
$209K – – –
FA
3225
Fortis Advisors
Pennsylvania
$209K – – –
127 128
129
130 131