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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3326
Kurt F. Somerville
$265K – – –
TAM
3327
Tucker Asset Management
Colorado
$264K +$14.3K +104 +5%
BCMLT
3328
Beacon Capital Management LLC (Tennessee)
Tennessee
$264K +$39.3K +287 +17%
HKIMG
3329
Hutchens & Kramer Investment Management Group
Indiana
$263K +$60.8K +444 +28%
MA
3330
Mezzasalma Advisors
New Jersey
$263K – – –
CCC
3331
Chelsea Counsel Company
California
$263K – – –
GAM
3332
Garrison Asset Management
Arkansas
$262K +$69.2K +505 +33%
MCM
3333
Monument Capital Management
Virginia
$262K +$275K +2,007 New
NRW
3334
Nova R Wealth
Kansas
$261K +$45.2K +330 +20%
SBWIC
3335
Schaper Benz & Wise Investment Counsel
Wisconsin
$261K -$26.7K -195 -9%
KC
3336
Knuff & Co
California
$261K – – –
FA
3337
Fortis Advisors
Pennsylvania
$261K – – –
NWA
3338
New World Advisors
Massachusetts
$260K +$14K +102 +5%
EF
3339
Exeter Financial
Arizona
$259K – – –
SAM
3340
Shikiar Asset Management
New York
$259K +$273K +1,990 New
GCM
3341
Goldstream Capital Management
Hong Kong
$258K +$271K +1,981 New
TAM
3342
TCP Asset Management
Ohio
$258K +$271K +1,980 New
AFG
3343
Affinia Financial Group
Massachusetts
$258K +$251K +1,830 New
LA
3344
Lifeworks Advisors
Michigan
$256K +$50.6K +369 +23%
CCP
3345
Clarkston Capital Partners
Michigan
$256K +$3.42K +25 +1%
OCG
3346
Opus Capital Group
Ohio
$256K +$3.15K +23 +1%
MWM
3347
Moran Wealth Management
Florida
$256K +$56.3K +411 +26%
KA
3348
Kearns & Associates
California
$255K – – –
DP
3349
Denver PWM
Colorado
$255K -$47.8K -349 -16%
CFGSD
3350
Compass Financial Group (South Dakota)
South Dakota
$254K +$822 +6 +0.3%
132 133
134
135 136