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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
3251
Mark Sheptoff Financial Planning
Connecticut
$182K -$134K -1,169 -40%
LD
3252
Lipe & Dalton
New York
$181K – – –
CYG
3253
Clean Yield Group
Vermont
$179K – – –
SFO
3254
Standard Family Office
South Dakota
$175K – – –
MFA
3255
Morling Financial Advisors
California
$172K – – –
TFA
3256
Toth Financial Advisory
Virginia
$169K +$23.8K +207 +15%
BHWM
3257
Beaird Harris Wealth Management
Texas
$162K -$5.16K -45 -3%
SSC
3258
Syverson Strege & Co
Iowa
$159K +$115 +1 +0.1%
ACM
3259
Antonetti Capital Management
Florida
$157K – – –
RBC
3260
Roble Belko & Company
Pennsylvania
$157K – – –
TA
3261
Teramo Advisors
Florida
$157K – – –
PP
3262
PFS Partners
New Jersey
$157K +$57.5K +501 +50%
EI
3263
Ellevest Inc
New York
$155K -$27.4K -239 -14%
HC
3264
Hoese & Co
Minnesota
$155K – – –
DWMG
3265
DB Wealth Management Group
California
$150K +$115 +1 +0.1%
HF
3266
Halpern Financial
Virginia
$149K -$6.77K -59 -4%
LPP
3267
Life Planning Partners
Florida
$149K – – –
KFP
3268
KB Financial Partners
New Jersey
$148K +$28.2K +246 +21%
AA
3269
AlphaMark Advisors
Kentucky
$147K -$13.2K -115 -8%
VCM
3270
Versant Capital Management
Arizona
$147K +$10.1K +88 +7%
CPA
3271
Cowen Prime Advisors
New York
$146K – – –
WAM
3272
WFA Asset Management
Wisconsin
$141K +$1.38K +12 +0.9%
GA
3273
GoalVest Advisory
New York
$137K -$1.11M -9,678 -88%
HIM
3274
Hillsdale Investment Management
Ontario, Canada
$132K – – –
BCMLT
3275
Beacon Capital Management LLC (Tennessee)
Tennessee
$131K -$4.02K -35 -3%
129 130
131
132 133