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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3426
Detalus Advisors
Missouri
$252K -$110K -801 -32%
SCM
3427
Sebold Capital Management
Illinois
$252K -$22.4K -163 -9%
HFS
3428
Heritage Financial Services
Massachusetts
$252K -$60.9K -443 -20%
BFG
3429
Baron Financial Group
New Jersey
$252K – – –
OPWM
3430
Oxinas Partners Wealth Management
Indiana
$251K +$238K +1,728 New
AFS
3431
Annapolis Financial Services
Maryland
$251K +$34.8K +253 +17%
FWSM
3432
First Wilshire Securities Management
California
$250K – – –
BFWA
3433
Benchmark Financial Wealth Advisors
Florida
$250K -$27.5K -200 -10%
LA
3434
Lakeside Advisors
Washington
$248K +$138 +1 +0.1%
NA
3435
Navellier & Associates
Nevada
$247K +$234K +1,700 New
CC
3436
Capital Counsel
New York
$246K +$233K +1,694 New
FIC
3437
Family Investment Center
Missouri
$246K – – –
WCM
3438
Washburn Capital Management
Florida
$246K -$111K -805 -32%
AL
3439
ADE LLC
Maryland
$246K – – –
WPWM
3440
Western Pacific Wealth Management
Illinois
$245K – – –
SPW
3441
Sonoma Private Wealth
California
$244K +$231K +1,679 New
AFGAS
3442
Allegiance Financial Group Advisory Services
Virginia
$243K +$275 +2 +0.1%
C1AG
3443
Client 1st Advisory Group
Florida
$242K +$229K +1,665 New
SSC
3444
Syverson Strege & Co
Iowa
$241K +$7.15K +52 +3%
ECAM
3445
East Coast Asset Management
Massachusetts
$241K -$35.1K -255 -13%
LFGO
3446
Legacy Financial Group (Oklahoma)
Oklahoma
$241K +$7.98K +58 +4%
RCA
3447
Riverview Capital Advisers
Massachusetts
$241K +$9.08K +66 +4%
R
3448
Rebalance
California
$240K – – –
CMS
3449
Capital Market Strategies
Florida
$240K +$227K +1,648 New
MFA
3450
Morling Financial Advisors
California
$240K -$13.5K -98 -6%
136 137
138
139 140