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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
3351
Defender Capital
North Carolina
$248K +$234K +1,849 New
PA
3352
Parkside Advisors
California
$248K +$234K +1,849 New
RIG
3353
RiverFront Investment Group
Virginia
$247K +$234K +1,845 New
HWM
3354
HFR Wealth Management
New York
$247K +$234K +1,845 New
PCTC
3355
Perkins Coie Trust Company
Washington
$247K -$16.2K -128 -7%
SCM
3356
Sebold Capital Management
Illinois
$246K +$233K +1,838 New
SFG
3357
Snider Financial Group
Washington
$246K -$62.2K -491 -21%
APWA
3358
Atlas Private Wealth Advisors
New Jersey
$246K +$233K +1,835 New
CAG
3359
Curtis Advisory Group
California
$245K +$232K +1,829 New
PFG
3360
Pinnacle Financial Group
Illinois
$245K -$46.6K -368 -17%
MGAM
3361
McGowan Group Asset Management
Texas
$245K +$232K +1,828 New
HFRG
3362
Houlihan Financial Resource Group
Virginia
$245K – – –
BA
3363
Bluesphere Advisors
Pennsylvania
$245K +$231K +1,825 New
RIM
3364
Rockbridge Investment Management
New York
$244K +$230K +1,818 New
KPWG
3365
KFA Private Wealth Group
Virginia
$244K +$230K +1,818 New
SWMG
3366
Sanchez Wealth Management Group
Florida
$243K +$230K +1,815 New
HPWA
3367
Hall Private Wealth Advisors
North Carolina
$243K +$230K +1,813 New
VAM
3368
Verity Asset Management
North Carolina
$243K -$20.8K -164 -8%
EA
3369
Echo45 Advisors
California
$243K -$22.7K -179 -9%
EIP
3370
Ellis Investment Partners
Pennsylvania
$242K +$1.65K +13 +0.7%
CRG
3371
Cornerstone Retirement Group
Nevada
$241K +$228K +1,800 New
HCPC
3372
Hamilton Capital Partners (Canada)
$241K +$228K +1,800 New
PSC
3373
Prentiss Smith & Co
Vermont
$241K +$228K +1,798 New
CPC
3374
Cookson Peirce & Co
Pennsylvania
$241K +$228K +1,797 New
PW
3375
Peninsula Wealth
California
$240K +$227K +1,792 New
133 134
135
136 137