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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCMW
3301
Northern Capital Management (Washington)
Washington
$329K – – –
HCM
3302
Hutchinson Capital Management
California
$329K +$11.5K +77 +4%
WCWM
3303
Willow Creek Wealth Management
California
$328K -$105K -703 -24%
GA
3304
GoalVest Advisory
New York
$328K -$6K -40 -2%
HAFS
3305
Hapanowicz & Associates Financial Services
Pennsylvania
$328K – – –
IVP
3306
Intrinsic Value Partners
Arizona
$327K – – –
JSAM
3307
J. Safra Asset Management
New York
$327K – – –
PC
3308
Permit Capital
Pennsylvania
$326K – – –
BWP
3309
Bernardo Wealth Planning
Pennsylvania
$325K +$95.9K +640 +40%
CNWM
3310
Clay Northam Wealth Management
California
$325K – – –
LAM
3311
Lakewood Asset Management
Illinois
$325K +$1.05K +7 +0.3%
AWM
3312
Alterna Wealth Management
Texas
$325K +$18.3K +122 +6%
HB
3313
Horizon Bancorp
Indiana
$323K +$172K +1,145 +107%
GCL
3314
Gouws Capital LLC
North Carolina
$323K – – –
CP
3315
Castleview Partners
Texas
$323K -$12.1K -81 -4%
TCMP
3316
Thrive Capital Management (Pennsylvania)
Pennsylvania
$323K +$51.1K +341 +18%
SM
3317
Sensible Money
Arizona
$323K +$450 +3 +0.1%
ACP
3318
Arcus Capital Partners
Georgia
$320K – – –
MFGP
3319
Marshall Financial Group (Pennsylvania)
Pennsylvania
$320K +$2.1K +14 +0.6%
DWP
3320
Destiny Wealth Partners
Florida
$320K +$331K +2,205 New
MWM
3321
Madison Wealth Management
Ohio
$319K -$13K -87 -4%
BCM
3322
Bluefin Capital Management
New York
$319K -$15K -100 -4%
LFA
3323
Level Financial Advisors
New York
$318K – – –
AFAS
3324
Acorn Financial Advisory Services
Virginia
$318K -$30K -200 -8%
SFC
3325
Strategic Financial Concepts
Texas
$318K +$27.7K +185 +9%
131 132
133
134 135