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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3401
Adams Wealth Management
Utah
$277K -$3K -20 -1%
TAM
3402
TCP Asset Management
Ohio
$276K -$2.55K -17 -0.9%
LSIA
3403
LaSalle St. Investment Advisors
Illinois
$276K -$117K -782 -29%
RPG
3404
Resource Planning Group
Georgia
$276K -$58.9K -393 -17%
CM
3405
Columbus Macro
Pennsylvania
$276K -$8.84K -59 -3%
KPWG
3406
KFA Private Wealth Group
Virginia
$276K +$15K +100 +6%
RJTCONH
3407
Raymond James Trust Company of New Hampshire
New Hampshire
$274K -$7.2K -48 -2%
SHWM
3408
Smith & Howard Wealth Management
Georgia
$274K +$11.4K +76 +4%
TWA
3409
Tandem Wealth Advisors
Arizona
$273K -$4.2K -28 -1%
WCM
3410
Wallace Capital Management
Texas
$272K – – –
MCM
3411
McDonough Capital Management
Florida
$272K – – –
DFA
3412
DHJJ Financial Advisors
Illinois
$271K -$750 -5 -0.3%
VPP
3413
Vertex Planning Partners
Illinois
$271K -$19.5K -130 -7%
BEW
3414
Burton Enright Welch
California
$271K – – –
APS
3415
American Planning Services
Florida
$271K – – –
PSC
3416
Prentiss Smith & Co
Vermont
$271K -$13K -87 -4%
DWM
3417
Denver Wealth Management
Colorado
$271K +$17.5K +117 +7%
CA
3418
Calton & Associates
Florida
$270K -$1.3M -8,686 -82%
TWM
3419
TMD Wealth Management
Arizona
$270K – – –
DC
3420
Defender Capital
North Carolina
$269K – – –
OCG
3421
Opus Capital Group
Ohio
$269K -$1.35K -9 -0.5%
HWM
3422
HFR Wealth Management
New York
$268K – – –
KC
3423
Kinloch Capital
Virginia
$268K -$60K -400 -18%
SC
3424
Schiavi & Co
Delaware
$268K – – –
E
3425
ETFidea
New York
$266K – – –
135 136
137
138 139