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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
E
3401
ETFidea
New York
$227K +$215K +1,693 New
AL
3402
ADE LLC
Maryland
$227K +$214K +1,691 New
DBRC
3403
D.B. Root & Company
Pennsylvania
$227K +$214K +1,691 New
JFG
3404
JMG Financial Group
Illinois
$226K +$214K +1,688 New
CCA
3405
Clearwater Capital Advisors
Illinois
$226K +$214K +1,685 New
LD
3406
Lipe & Dalton
New York
$225K -$6.33K -50 -3%
NRW
3407
Nova R Wealth
Kansas
$224K +$212K +1,674 New
HSG
3408
Helen Stephens Group
Texas
$224K +$212K +1,672 New
SA
3409
Shilanski & Associates
Alaska
$224K -$291K -2,294 -58%
AFGAS
3410
Allegiance Financial Group Advisory Services
Virginia
$224K +$211K +1,668 New
MLFP
3411
MPS Loria Financial Planners
Illinois
$222K +$210K +1,656 New
RFP
3412
Roth Financial Partners
Texas
$222K -$24.1K -190 -10%
AWP
3413
Abacus Wealth Partners
California
$222K -$35.6K -281 -15%
CWA
3414
Consilio Wealth Advisors
Washington
$221K +$209K +1,650 New
R
3415
Rebalance
California
$221K +$209K +1,650 New
MFA
3416
Morling Financial Advisors
California
$221K – – –
JPLA
3417
Joseph P. Lucia & Associates
New York
$220K +$208K +1,642 New
AFAS
3418
Acorn Financial Advisory Services
Virginia
$220K +$208K +1,641 New
MGIA
3419
Matthew Goff Investment Advisor
Texas
$220K +$208K +1,640 New
SWM
3420
SFG Wealth Management
Maryland
$220K +$208K +1,638 New
SAM
3421
Seelaus Asset Management
New Jersey
$219K -$54.5K -430 -21%
KCM
3422
Kendall Capital Management
Maryland
$218K +$206K +1,622 New
FZCM
3423
Flynn Zito Capital Management
New York
$218K +$206K +1,625 New
SWP
3424
ShoreHaven Wealth Partners
New Jersey
$217K +$206K +1,622 New
JTWM
3425
Jackson Thornton Wealth Management
Alabama
$217K +$205K +1,619 New
135 136
137
138 139