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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
3301
GenWealth Group
New Jersey
$1.16M +$121K +474 +13%
WDA
3302
Wendell David Associates
New Hampshire
$1.16M – – –
SIAG
3303
Safeguard Investment Advisory Group
California
$1.16M -$65.3K -256 -6%
NIA
3304
NBZ Investment Advisors
Tennessee
$1.16M -$165K -645 -14%
SDAM
3305
Shulman DeMeo Asset Management
New York
$1.16M -$129K -506 -11%
PAS
3306
Parsonex Advisory Services
Colorado
$1.16M +$1.02M +3,995 New
HG
3307
Harbor Group
New Hampshire
$1.16M +$510 +2 +0.1%
ACM
3308
Ardent Capital Management
Ohio
$1.16M – – –
SGWM
3309
Sterling Group Wealth Management
California
$1.16M +$510 +2 +0.1%
MAG
3310
M3 Advisory Group
Massachusetts
$1.15M +$61.8K +242 +6%
FFG
3311
Fiduciary Financial Group
California
$1.15M +$39.8K +156 +4%
TCM
3312
Tributary Capital Management
Nebraska
$1.15M -$12.8K -50 -1%
TFGT
3313
TS Financial Group (TSFG)
Illinois
$1.15M +$17.6K +69 +2%
AT
3314
Avalon Trust
New Mexico
$1.15M -$107K -419 -10%
NRI
3315
NFP Retirement Inc
California
$1.15M -$72K -282 -7%
GF
3316
GGM Financials
Ohio
$1.15M +$3.83K +15 +0.4%
AFW
3317
Avantra Family Wealth
Pennsylvania
$1.15M +$16.1K +63 +2%
ODIJL
3318
One Day In July LLC
Vermont
$1.15M +$218K +853 +28%
NP
3319
Ninepoint Partners
Ontario, Canada
$1.14M +$22.5K +88 +2%
TSS
3320
Thomas Story & Son
Indiana
$1.14M – – –
RTC
3321
Riverview Trust Company
Washington
$1.14M -$1M -3,922 -50%
BOM
3322
Bank of Marin
California
$1.14M -$46.4K -182 -4%
WA1
3323
Wimmer Associates 1
California
$1.14M – – –
HCP
3324
Hardin Capital Partners
South Carolina
$1.14M -$50.5K -198 -5%
TIM
3325
Total Investment Management
Arizona
$1.14M -$2.04K -8 -0.2%
131 132
133
134 135