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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
3351
Successful Portfolios
Florida
$592K -$77K -394 -12%
SWM
3352
Selective Wealth Management
Virginia
$592K -$6.26K -32 -1%
AC
3353
Avenir Corporation
Virginia
$591K – – –
AIA
3354
Arbor Investment Advisors
North Carolina
$591K +$125K +639 +28%
WAOI
3355
Wealth Advisors of Iowa
Iowa
$586K -$7.63K -39 -1%
FFL
3356
Financial Freedom LLC
Ohio
$586K +$28.2K +144 +5%
DFA
3357
DHK Financial Advisors
New Hampshire
$585K +$565K +2,890 New
IPW
3358
Intergy Private Wealth
Colorado
$583K +$26.8K +137 +5%
SCM
3359
Shapiro Capital Management
Georgia
$583K – – –
CWM
3360
Cahaba Wealth Management
Georgia
$580K -$71.7K -367 -11%
AWM
3361
Alterna Wealth Management
Texas
$579K -$95.8K -490 -15%
WFPG
3362
Waller Financial Planning Group
Ohio
$577K +$209K +1,071 +60%
MS
3363
Madden Securities
Texas
$576K – – –
PAG
3364
Paladin Advisory Group
Iowa
$576K – – –
BL
3365
Balentine LLC
Georgia
$575K -$1.88M -9,632 -77%
ICM
3366
Islay Capital Management
Texas
$574K -$31.9K -163 -5%
EC
3367
EdgeRock Capital
Colorado
$574K +$97.8K +500 +21%
MMHP
3368
Murphy Middleton Hinkle & Parker
Georgia
$574K – – –
PPWM
3369
Paragon Private Wealth Management
Kentucky
$574K +$91.1K +466 +20%
BMD
3370
Better Money Decisions
New Mexico
$573K -$42K -215 -7%
MA
3371
MKT Advisors
California
$573K +$35.2K +180 +7%
JWM
3372
Janiczek Wealth Management
Colorado
$572K +$24.8K +127 +5%
HB
3373
Horizon Bancorp
Indiana
$570K +$90.7K +464 +20%
FWP
3374
Firethorn Wealth Partners
Georgia
$569K -$4.89K -25 -0.9%
SCI
3375
Silver Coast Investments
United States
$568K +$44K +225 +9%
133 134
135
136 137