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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
3276
Beaird Harris Wealth Management
Texas
$180K +$29.2K +236 +17%
MAM
3277
Marquette Asset Management
Minnesota
$175K – – –
CFN
3278
Cordasco Financial Network
Florida
$173K +$86.7K +700 +84%
AA
3279
AlphaMark Advisors
Kentucky
$171K -$619 -5 -0.3%
SSC
3280
Syverson Strege & Co
Iowa
$171K +$124 +1 +0.1%
RBC
3281
Roble Belko & Company
Pennsylvania
$169K -$41.5K -335 -18%
ACM
3282
Antonetti Capital Management
Florida
$169K – – –
TA
3283
Teramo Advisors
Florida
$169K +$186K +1,500 New
GKIM
3284
GW&K Investment Management
Massachusetts
$168K +$68.1K +550 +58%
HF
3285
Halpern Financial
Virginia
$168K +$18.6K +150 +11%
BMD
3286
Better Money Decisions
New Mexico
$167K -$9.17K -74 -5%
HC
3287
Hoese & Co
Minnesota
$167K +$116K +938 +172%
BCMLT
3288
Beacon Capital Management LLC (Tennessee)
Tennessee
$165K – – –
DWMG
3289
DB Wealth Management Group
California
$162K – – –
LPP
3290
Life Planning Partners
Florida
$161K – – –
TFA
3291
Toth Financial Advisory
Virginia
$158K +$2.6K +21 +2%
PP
3292
PrairieView Partners
Minnesota
$158K +$49.6K +400 +40%
CPA
3293
Cowen Prime Advisors
New York
$157K – – –
HFA
3294
HC Financial Advisors
California
$154K +$52.2K +421 +45%
WAM
3295
WFA Asset Management
Wisconsin
$151K +$1.36K +11 +0.8%
VCM
3296
Versant Capital Management
Arizona
$149K -$2.23K -18 -1%
LS
3297
Leelyn Smith
Illinois
$145K – – –
HIM
3298
Hillsdale Investment Management
Ontario, Canada
$142K -$20.8K -168 -12%
WAM
3299
Worth Asset Management
Texas
$140K – – –
OBWP
3300
O'Brien Wealth Partners
Massachusetts
$136K -$45.1K -364 -23%
130 131
132
133 134