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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3301
Kurt F. Somerville
$234K -$2.81K -19 -1%
FWSM
3302
First Wilshire Securities Management
California
$234K – – –
DPI
3303
Diversified Portfolios Inc
Michigan
$233K – – –
TFP
3304
Triune Financial Partners
Kansas
$232K +$1.62K +11 +0.6%
TFO
3305
Tarbox Family Office
California
$232K -$825K -5,588 -77%
NA
3306
Navellier & Associates
Nevada
$232K -$14.8K -100 -6%
LA
3307
Lakeside Advisors
Washington
$232K – – –
BEW
3308
Burton Enright Welch
California
$232K +$9.74K +66 +4%
MPW
3309
MA Private Wealth
California
$231K +$886 +6 +0.4%
RW
3310
RVW Wealth
California
$231K +$19.2K +130 +8%
SWM
3311
SFG Wealth Management
Maryland
$231K +$25.4K +172 +11%
WA
3312
WESPAC Advisors
California
$230K -$2.23M -15,084 -90%
SA
3313
Shilanski & Associates
Alaska
$229K -$1.18K -8 -0.5%
NEPPG
3314
New England Professional Planning Group
Rhode Island
$227K -$17.6K -119 -7%
PA
3315
Parkside Advisors
California
$227K – – –
SBWIC
3316
Schaper Benz & Wise Investment Counsel
Wisconsin
$227K – – –
IDA
3317
Intelligence Driven Advisers
California
$227K +$886 +6 +0.3%
LFA
3318
Level Financial Advisors
New York
$226K -$18.9K -128 -7%
MFA
3319
Morling Financial Advisors
California
$226K +$1.48K +10 +0.6%
VW
3320
Vance Wealth
California
$226K +$5.17K +35 +2%
CSIA
3321
Charles Schwab Investment Advisory
California
$226K +$7.53K +51 +3%
AFS
3322
Annapolis Financial Services
Maryland
$225K +$44.1K +299 +22%
GSC
3323
Ground Swell Capital
South Carolina
$225K +$244K +1,651 New
TIAM2
3324
Tru Independence Asset Management 2
Oregon
$224K -$69.7K -472 -22%
SWP
3325
ShoreHaven Wealth Partners
New Jersey
$224K +$10.2K +69 +4%
131 132
133
134 135