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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
3301
First Wilshire Securities Management
California
$234K – – –
DPI
3302
Diversified Portfolios Inc
Michigan
$233K – – –
TFP
3303
Triune Financial Partners
Kansas
$232K +$1.62K +11 +0.6%
TFO
3304
Tarbox Family Office
California
$232K -$825K -5,588 -77%
NA
3305
Navellier & Associates
Nevada
$232K -$14.8K -100 -6%
LA
3306
Lakeside Advisors
Washington
$232K – – –
BEW
3307
Burton Enright Welch
California
$232K +$9.74K +66 +4%
MPW
3308
MA Private Wealth
California
$231K +$886 +6 +0.4%
RW
3309
RVW Wealth
California
$231K +$19.2K +130 +8%
SWM
3310
SFG Wealth Management
Maryland
$231K +$25.4K +172 +11%
WA
3311
WESPAC Advisors
California
$230K -$2.23M -15,084 -90%
SA
3312
Shilanski & Associates
Alaska
$229K -$1.18K -8 -0.5%
NEPPG
3313
New England Professional Planning Group
Rhode Island
$227K -$17.6K -119 -7%
PA
3314
Parkside Advisors
California
$227K – – –
SBWIC
3315
Schaper Benz & Wise Investment Counsel
Wisconsin
$227K – – –
IDA
3316
Intelligence Driven Advisers
California
$227K +$886 +6 +0.3%
LFA
3317
Level Financial Advisors
New York
$226K -$18.9K -128 -7%
MFA
3318
Morling Financial Advisors
California
$226K +$1.48K +10 +0.6%
VW
3319
Vance Wealth
California
$226K +$5.17K +35 +2%
CSIA
3320
Charles Schwab Investment Advisory
California
$226K +$7.53K +51 +3%
AFS
3321
Annapolis Financial Services
Maryland
$225K +$44.1K +299 +22%
GSC
3322
Ground Swell Capital
South Carolina
$225K +$244K +1,651 New
TIAM2
3323
Tru Independence Asset Management 2
Oregon
$224K -$69.7K -472 -22%
SWP
3324
ShoreHaven Wealth Partners
New Jersey
$224K +$10.2K +69 +4%
WFA
3325
WestHill Financial Advisors
California
$224K +$52K +352 +27%
131 132
133
134 135