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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DHGWA
3376
Dixon Hughes Goodman Wealth Advisors
North Carolina
$242K +$250K +1,525 New
SWM
3377
SFG Wealth Management
Maryland
$242K +$251K +1,526 New
HC
3378
Hoese & Co
Minnesota
$241K -$15.6K -95 -6%
WAOTB
3379
Wealth Advisors of Tampa Bay
Florida
$241K +$250K +1,522 New
OTPPB
3380
Ontario Teachers' Pension Plan Board
Ontario, Canada
$241K +$250K +1,525 New
MGAM
3381
McGowan Group Asset Management
Texas
$239K -$16.3K -99 -6%
GAM
3382
Garrison Asset Management
Arkansas
$239K – – –
SSC
3383
Syverson Strege & Co
Iowa
$239K +$21.3K +130 +9%
CPA
3384
Capital Performance Advisors
California
$239K +$270K +1,646 New
BLAM
3385
Bourne Lent Asset Management
New York
$238K – – –
CISOA
3386
Capital Investment Services of America
Wisconsin
$238K – – –
RIG
3387
RiverFront Investment Group
Virginia
$238K – – –
MAM
3388
Morse Asset Management
Connecticut
$237K -$315K -1,917 -56%
CC
3389
Colrain Capital
Massachusetts
$237K – – –
KL
3390
KWMG LLC
Kansas
$237K +$1.97K +12 +0.8%
WFA
3391
Woodward Financial Advisors
North Carolina
$235K +$244K +1,486 New
TCM
3392
Tanaka Capital Management
New York
$235K -$55.5K -338 -19%
ACA
3393
Ascension Capital Advisors
Texas
$235K – – –
AFA
3394
American Financial Advisors
Georgia
$234K +$985 +6 +0.4%
WWG
3395
West Wealth Group
California
$233K +$242K +1,471 New
WRM
3396
Weybosset Research & Management
Rhode Island
$232K -$26.3K -160 -10%
BCA
3397
Biltmore Capital Advisors
New Jersey
$231K -$16.4K -100 -6%
HP
3398
HT Partners
Connecticut
$231K +$6.73K +41 +3%
NWM
3399
Nauset Wealth Management
Connecticut
$230K +$238K +1,452 New
AF
3400
Apexium Financial
Texas
$228K -$120K -729 -34%
134 135
136
137 138