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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3276
Truvestments Capital
Florida
$333K +$25.7K +187 +9%
WFA
3277
Websterrogers Financial Advisors
South Carolina
$332K +$2.06K +15 +0.7%
GB
3278
Goepper Burkhardt
South Carolina
$331K +$2.48K +18 +0.8%
SNBOSCI
3279
Security National Bank of Sioux City Iowa
Iowa
$331K +$313K +2,273 New
NCMW
3280
Northern Capital Management (Washington)
Washington
$330K – – –
NSG
3281
Nalls Sherbakoff Group
Tennessee
$329K -$6.19K -45 -2%
HAFS
3282
Hapanowicz & Associates Financial Services
Pennsylvania
$329K – – –
PW
3283
Peninsula Wealth
California
$329K +$46.4K +337 +18%
IVP
3284
Intrinsic Value Partners
Arizona
$328K – – –
JSAM
3285
J. Safra Asset Management
New York
$328K – – –
PC
3286
Permit Capital
Pennsylvania
$327K – – –
KC
3287
Kinloch Capital
Virginia
$327K -$21.9K -159 -7%
CHP
3288
Cable Hill Partners
Oregon
$327K -$9.49K -69 -3%
CNWM
3289
Clay Northam Wealth Management
California
$326K -$2.75K -20 -0.9%
WP
3290
Wealthspan Partners
Iowa
$325K -$10.2K -74 -3%
RIA
3291
Richwood Investment Advisors
Ohio
$325K -$85.5K -622 -22%
LAM
3292
Lakewood Asset Management
Illinois
$324K +$1.24K +9 +0.4%
VFP
3293
Verus Financial Partners
Virginia
$324K -$32.3K -235 -10%
TC
3294
TAGStone Capital
North Carolina
$324K -$12.8K -93 -4%
CWM
3295
Campbell Wealth Management
Virginia
$324K +$13.8K +100 +5%
CRG
3296
Cornerstone Retirement Group
Nevada
$324K +$24.6K +179 +9%
CYG
3297
Clean Yield Group
Vermont
$324K – – –
GCL
3298
Gouws Capital LLC
North Carolina
$324K – – –
SM
3299
Sensible Money
Arizona
$323K -$4.81K -35 -2%
SIC
3300
SJS Investment Consulting
Ohio
$323K -$8.8K -64 -3%
130 131
132
133 134