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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
3276
J. Safra Asset Management
New York
$294K – – –
SM
3277
Sensible Money
Arizona
$294K -$1.92K -14 -0.6%
PC
3278
Permit Capital
Pennsylvania
$293K -$34.3K -250 -10%
CAGAS
3279
Capital Advisory Group Advisory Services
Minnesota
$293K +$131K +959 +74%
RPG
3280
Resource Planning Group
Georgia
$293K -$111K -808 -26%
WA
3281
WESPAC Advisors
California
$292K -$944K -6,890 -75%
HFM
3282
Harvest Fund Management
China
$290K +$11.8K +86 +4%
CYG
3283
Clean Yield Group
Vermont
$290K -$18.6K -136 -6%
GCL
3284
Gouws Capital LLC
North Carolina
$290K – – –
LAM
3285
Lakewood Asset Management
Illinois
$290K +$1.1K +8 +0.4%
UC
3286
Unio Capital
New Jersey
$288K – – –
RWM
3287
Ruedi Wealth Management
Illinois
$288K -$9.32K -68 -3%
ACP
3288
Arcus Capital Partners
Georgia
$287K – – –
MWM
3289
Madison Wealth Management
Ohio
$287K – – –
HCM
3290
Hutchinson Capital Management
California
$285K -$186K -1,359 -38%
EWA
3291
Encompass Wealth Advisors
Oregon
$284K -$30.7K -224 -9%
MAM
3292
Morse Asset Management
Connecticut
$284K -$46.6K -340 -14%
SAM
3293
SP Asset Management
California
$284K -$27.8K -203 -9%
SAF
3294
Smith Anglin Financial
Texas
$284K +$17.8K +130 +6%
HFS
3295
Heritage Financial Services
Massachusetts
$284K -$5.34K -39 -2%
SIS
3296
Strategic Investment Solutions
Illinois
$283K -$34.3K -250 -10%
BWCS
3297
Beirne Wealth Consulting Services
Connecticut
$283K +$6.44K +47 +2%
WQ
3298
Wealth Quarterback
New Jersey
$283K -$13K -95 -4%
RWM
3299
Raffa Wealth Management
District of Columbia
$282K +$81.1K +592 +38%
CFG
3300
Compton Financial Group
Maryland
$282K +$9.18K +67 +3%
130 131
132
133 134