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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
3276
Caption Management
Oklahoma
$196K +$215K +1,738 New
BFG
3277
Baron Financial Group
New Jersey
$195K – – –
LD
3278
Lipe & Dalton
New York
$195K – – –
EI
3279
Ellevest Inc
New York
$194K -$11.5K -93 -5%
CYG
3280
Clean Yield Group
Vermont
$193K +$34.4K +278 +19%
SFO
3281
Standard Family Office
South Dakota
$188K +$207K +1,671 New
AFS
3282
Annapolis Financial Services
Maryland
$187K +$619 +5 +0.3%
MFA
3283
Morling Financial Advisors
California
$186K -$991 -8 -0.5%
TAIM
3284
Te Ahumairangi Investment Management
New Zealand
$180K – – –
BHWM
3285
Beaird Harris Wealth Management
Texas
$180K +$29.2K +236 +17%
MAM
3286
Marquette Asset Management
Minnesota
$175K – – –
CFN
3287
Cordasco Financial Network
Florida
$173K +$86.7K +700 +84%
AA
3288
AlphaMark Advisors
Kentucky
$171K -$619 -5 -0.3%
SSC
3289
Syverson Strege & Co
Iowa
$171K +$124 +1 +0.1%
RBC
3290
Roble Belko & Company
Pennsylvania
$169K -$41.5K -335 -18%
ACM
3291
Antonetti Capital Management
Florida
$169K – – –
TA
3292
Teramo Advisors
Florida
$169K +$186K +1,500 New
GKIM
3293
GW&K Investment Management
Massachusetts
$168K +$68.1K +550 +58%
HF
3294
Halpern Financial
Virginia
$168K +$18.6K +150 +11%
BMD
3295
Better Money Decisions
New Mexico
$167K -$9.17K -74 -5%
HC
3296
Hoese & Co
Minnesota
$167K +$116K +938 +172%
BCMLT
3297
Beacon Capital Management LLC (Tennessee)
Tennessee
$165K – – –
DWMG
3298
DB Wealth Management Group
California
$162K – – –
LPP
3299
Life Planning Partners
Florida
$161K – – –
TFA
3300
Toth Financial Advisory
Virginia
$158K +$2.6K +21 +2%
130 131
132
133 134