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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
3251
Roth Financial Partners
Texas
$305K – – –
VBFG
3252
Vishria Bird Financial Group
Tennessee
$305K +$6.57K +40 +2%
HFM
3253
Harvest Fund Management
China
$305K +$48.8K +297 +18%
GSIS
3254
Global Strategic Investment Solutions
Arizona
$301K -$429K -2,615 -58%
DFA
3255
DHJJ Financial Advisors
Illinois
$301K +$493 +3 +0.2%
AL
3256
ADE LLC
Maryland
$301K +$20.9K +127 +7%
LD
3257
Lipe & Dalton
New York
$301K +$23.8K +145 +8%
PWC
3258
PYA Waltman Capital
Tennessee
$300K – – –
NEPPG
3259
New England Professional Planning Group
Rhode Island
$299K -$30.1K -183 -9%
PSC
3260
Prentiss Smith & Co
Vermont
$299K -$14K -85 -4%
NWA
3261
New World Advisors
Massachusetts
$299K +$164 +1 +0.1%
PS
3262
Planned Solutions
California
$299K +$310K +1,888 New
AMR
3263
Asset Management Resources
Massachusetts
$299K +$310K +1,890 New
WCWM
3264
Willow Creek Wealth Management
California
$297K +$2.3K +14 +0.8%
MWA
3265
Motive Wealth Advisors
Michigan
$297K +$15.6K +95 +5%
LODC
3266
Lanham O'Dell & Company
West Virginia
$297K +$309K +1,879 New
CIAS
3267
CFS Investment Advisory Services
New Jersey
$296K +$27.6K +168 +9%
CANY
3268
Caxton Associates (New York)
New York
$296K +$307K +1,869 New
TS
3269
Tamar Securities
California
$295K -$3.12K -19 -1%
SEEDPG
3270
S.E.E.D. Planning Group
New York
$295K +$3.78K +23 +1%
TCM
3271
Tradewinds Capital Management
Washington
$294K +$9.85K +60 +3%
AAIM
3272
Asset Advisors Investment Management
Georgia
$294K +$18.9K +115 +7%
VFM
3273
Vivid Financial Management
California
$293K – – –
SAM
3274
Synergy Asset Management
Washington
$293K +$86.9K +529 +40%
DC
3275
Defender Capital
North Carolina
$293K +$304K +1,849 New
129 130
131
132 133