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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
3376
Safeguard Investment Advisory Group
California
$543K -$35K -194 -7%
PGWM
3377
Pitti Group Wealth Management
New York
$543K -$10.8K -60 -2%
IP
3378
Isthmus Partners
Wisconsin
$542K -$58.8K -326 -11%
T
3379
TCWP
Ohio
$542K – – –
JWM
3380
Janiczek Wealth Management
Colorado
$541K +$42.6K +236 +10%
FAFN
3381
First Affirmative Financial Network
Colorado
$540K +$18K +100 +4%
APM
3382
Advanced Portfolio Management
New York
$538K +$485K +2,688 New
ML
3383
Mayport LLC
Massachusetts
$537K +$18.9K +105 +4%
MECA
3384
Miller Equity Capital Advisors
Texas
$536K – – –
VIM
3385
VELA Investment Management
Ohio
$536K -$180K -1,000 -27%
HGWM
3386
Horst & Graben Wealth Management
Oregon
$536K +$2.89K +16 +0.6%
MWM
3387
Merriman Wealth Management
Washington
$535K -$5.96K -33 -1%
LWMG
3388
Levy Wealth Management Group
Pennsylvania
$533K – – –
TS
3389
Tamar Securities
California
$533K -$15K -83 -3%
PW
3390
Peninsula Wealth
California
$531K -$541 -3 -0.1%
HCP
3391
Holt Capital Partners
Texas
$531K +$6.86K +38 +1%
BFWA
3392
Benchmark Financial Wealth Advisors
Florida
$530K +$68.6K +380 +17%
ACA
3393
American Capital Advisory
Idaho
$529K -$121K -668 -14%
MCM
3394
Mattern Capital Management
Colorado
$529K +$477K +2,642 New
DSAM
3395
Dock Street Asset Management
Florida
$528K +$12.3K +68 +3%
VC
3396
Veery Capital
Delaware
$528K +$6.68K +37 +1%
BWM
3397
Brown Wealth Management
Illinois
$527K – – –
PC
3398
Permit Capital
Pennsylvania
$526K – – –
DWM
3399
Dogwood Wealth Management
Kansas
$524K +$33K +183 +8%
HFS
3400
Heritage Financial Services
Massachusetts
$524K -$9.74K -54 -2%
134 135
136
137 138