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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3301
Sterling Financial Planning
New Jersey
$277K +$65.7K +400 +30%
NF
3302
Norwood Financial
Pennsylvania
$277K +$287K +1,750 New
TWM
3303
TMD Wealth Management
Arizona
$276K – – –
SAF
3304
Smith Anglin Financial
Texas
$276K +$1.64K +10 +0.6%
MKA
3305
M. Kulyk & Associates
Georgia
$276K +$67.2K +409 +31%
KFS
3306
Kurt F. Somerville
$275K +$49.3K +300 +21%
BFG
3307
Baron Financial Group
New Jersey
$275K – – –
LFS
3308
Legacy Financial Strategies
Kansas
$274K – – –
FWSM
3309
First Wilshire Securities Management
California
$272K – – –
CFAM
3310
Coury Firm Asset Management
Pennsylvania
$272K +$282K +1,716 New
CCA
3311
Clearwater Capital Advisors
Illinois
$271K -$56.5K -344 -17%
DPI
3312
Diversified Portfolios Inc
Michigan
$271K -$52.4K -319 -16%
RBC
3313
Roble Belko & Company
Pennsylvania
$270K +$32.8K +200 +13%
RPGK
3314
Retirement Planning Group (Kansas)
Kansas
$270K +$51.9K +316 +23%
CIA
3315
Caerus Investment Advisors
Texas
$269K +$279K +1,696 New
LA
3316
Lakeside Advisors
Washington
$269K +$279K +1,699 New
TFP
3317
Triune Financial Partners
Kansas
$268K +$278K +1,693 New
RIA
3318
Richwood Investment Advisors
Ohio
$268K +$278K +1,691 New
TC
3319
Tatro Capital
Kentucky
$267K -$3.28K -20 -1%
SA
3320
Shilanski & Associates
Alaska
$267K -$1.81K -11 -0.6%
MPW
3321
MA Private Wealth
California
$267K +$15.9K +97 +6%
BFA
3322
Buttonwood Financial Advisors
Maryland
$267K +$277K +1,688 New
DP
3323
Denver PWM
Colorado
$266K +$66.3K +404 +33%
HW
3324
Hamilton Wealth
California
$266K +$275K +1,677 New
KC
3325
Kenfarb & Co
Kentucky
$266K +$276K +1,682 New
131 132
133
134 135