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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
3326
Smith Anglin Financial
Texas
$609K -$11.9K -61 -2%
FAFN
3327
First Affirmative Financial Network
Colorado
$607K +$59.8K +306 +11%
TAM
3328
Tucker Asset Management
Colorado
$604K -$11.1K -57 -2%
SWM
3329
SilverOak Wealth Management
Minnesota
$604K +$121K +620 +26%
AFP
3330
Alpha Financial Partners
Kentucky
$604K +$50.2K +257 +9%
VWM
3331
VCI Wealth Management
Missouri
$604K -$43.2K -221 -7%
BFWA
3332
Benchmark Financial Wealth Advisors
Florida
$603K +$65.5K +335 +13%
OWA
3333
Opal Wealth Advisors
New York
$603K -$237K -1,210 -29%
PIM
3334
Pullen Investment Management
Florida
$603K +$36.4K +186 +7%
CRIG
3335
Charter Research & Investment Group
Connecticut
$602K – – –
HPM
3336
Hoxton Planning & Management
West Virginia
$601K -$2.54K -13 -0.4%
CFS
3337
Coordinated Financial Services
Colorado
$601K -$71.6K -366 -11%
POIA
3338
Pin Oak Investment Advisors
Texas
$600K -$16.2K -83 -3%
ICA
3339
Infrastructure Capital Advisors
New York
$600K -$1.38M -7,035 -70%
LA
3340
Lane & Associates
New Jersey
$598K +$35.6K +182 +7%
FCM
3341
Fourpath Capital Management
Oklahoma
$598K -$12.1K -62 -2%
SG
3342
Strid Group
Pennsylvania
$597K +$25.2K +129 +5%
PI
3343
Parkside Investments
Illinois
$596K +$33.2K +170 +6%
BBPWM
3344
Blue Bell Private Wealth Management
Pennsylvania
$595K -$6.45K -33 -1%
MPCL
3345
My Personal CFO LLC
Washington
$595K -$15.1K -77 -3%
STA
3346
Smith Thornton Advisors
Alabama
$594K +$574K +2,936 New
MCM
3347
McDonough Capital Management
Florida
$593K +$143K +729 +33%
TPW
3348
Tiller Private Wealth
Pennsylvania
$593K +$196 +1 +0%
PCMC
3349
Planning Capital Management Corporation
Pennsylvania
$593K – – –
MSWMA
3350
Market Street Wealth Management Advisors
Indiana
$592K -$39.7K -203 -6%
132 133
134
135 136