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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3376
Basepoint Wealth
Iowa
$619K -$92K -437 -13%
HCA
3377
Heck Capital Advisors
Wisconsin
$618K -$16.6K -79 -3%
SP
3378
Successful Portfolios
Florida
$618K +$421 +2 +0.1%
BCMLT
3379
Beacon Capital Management LLC (Tennessee)
Tennessee
$617K +$115K +544 +23%
AIA
3380
Arbor Investment Advisors
North Carolina
$616K – – –
IWA
3381
Inspirion Wealth Advisors
Illinois
$614K -$36.9K -175 -6%
PIM
3382
Pullen Investment Management
Florida
$614K -$14.1K -67 -2%
DSAM
3383
Dock Street Asset Management
Florida
$614K -$36K -171 -6%
SOW
3384
State of Wyoming
Wyoming
$612K -$29.9K -142 -5%
FFL
3385
Financial Freedom LLC
Ohio
$612K +$1.26K +6 +0.2%
DFA
3386
DHK Financial Advisors
New Hampshire
$612K +$2.53K +12 +0.4%
MWM
3387
Merriman Wealth Management
Washington
$612K +$45.9K +218 +8%
WFPG
3388
Waller Financial Planning Group
Ohio
$611K +$10.3K +49 +2%
BGAI
3389
Bruce G. Allen Investments
Colorado
$607K -$56.4K -268 -9%
CFP
3390
Cascade Financial Partners
California
$607K -$19.6K -93 -3%
AWP
3391
Abacus Wealth Partners
California
$607K +$65.1K +309 +12%
CSWM
3392
Cassady Schiller Wealth Management
Ohio
$606K -$56K -266 -8%
SIAG
3393
Safeguard Investment Advisory Group
California
$606K +$134K +634 +28%
CA
3394
CapWealth Advisors
Tennessee
$605K +$119K +567 +25%
WAOI
3395
Wealth Advisors of Iowa
Iowa
$605K -$6.11K -29 -1%
ST
3396
Sageworth Trust
Pennsylvania
$603K +$166K +786 +38%
FSA
3397
Financial Security Advisor
Virginia
$602K +$77.9K +370 +15%
MF
3398
Montis Financial
Massachusetts
$602K +$68.5K +325 +13%
MS
3399
Madden Securities
Texas
$601K – – –
BRA
3400
Bender Robert & Associates
California
$601K +$600K +2,848 New
134 135
136
137 138