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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
3401
Beam Wealth Advisors
Louisiana
$227K +$215K +1,694 New
E
3402
ETFidea
New York
$227K +$215K +1,693 New
AL
3403
ADE LLC
Maryland
$227K +$214K +1,691 New
DBRC
3404
D.B. Root & Company
Pennsylvania
$227K +$214K +1,691 New
JFG
3405
JMG Financial Group
Illinois
$226K +$214K +1,688 New
CCA
3406
Clearwater Capital Advisors
Illinois
$226K +$214K +1,685 New
LD
3407
Lipe & Dalton
New York
$225K -$6.33K -50 -3%
NRW
3408
Nova R Wealth
Kansas
$224K +$212K +1,674 New
HSG
3409
Helen Stephens Group
Texas
$224K +$212K +1,672 New
SA
3410
Shilanski & Associates
Alaska
$224K -$291K -2,294 -58%
AFGAS
3411
Allegiance Financial Group Advisory Services
Virginia
$224K +$211K +1,668 New
MLFP
3412
MPS Loria Financial Planners
Illinois
$222K +$210K +1,656 New
RFP
3413
Roth Financial Partners
Texas
$222K -$24.1K -190 -10%
AWP
3414
Abacus Wealth Partners
California
$222K -$35.6K -281 -15%
CWA
3415
Consilio Wealth Advisors
Washington
$221K +$209K +1,650 New
R
3416
Rebalance
California
$221K +$209K +1,650 New
MFA
3417
Morling Financial Advisors
California
$221K – – –
JPLA
3418
Joseph P. Lucia & Associates
New York
$220K +$208K +1,642 New
AFAS
3419
Acorn Financial Advisory Services
Virginia
$220K +$208K +1,641 New
MGIA
3420
Matthew Goff Investment Advisor
Texas
$220K +$208K +1,640 New
SWM
3421
SFG Wealth Management
Maryland
$220K +$208K +1,638 New
SAM
3422
Seelaus Asset Management
New Jersey
$219K -$54.5K -430 -21%
KCM
3423
Kendall Capital Management
Maryland
$218K +$206K +1,622 New
FZCM
3424
Flynn Zito Capital Management
New York
$218K +$206K +1,625 New
SWP
3425
ShoreHaven Wealth Partners
New Jersey
$217K +$206K +1,622 New
135 136
137
138 139