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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
3476
Walkner Condon Financial Advisors
Wisconsin
$201K +$190K +1,501 New
QCIG
3477
Quad-Cities Investment Group
Iowa
$201K +$190K +1,500 New
TA
3478
Teramo Advisors
Florida
$201K – – –
BLAM
3479
Bourne Lent Asset Management
New York
$201K +$190K +1,500 New
PCM
3480
PAR Capital Management
Massachusetts
$201K +$190K +1,500 New
CCM
3481
Chickasaw Capital Management
Tennessee
$201K -$63.4K -500 -25%
AWA
3482
Aletheian Wealth Advisors
Washington
$201K +$190K +1,498 New
NEPPG
3483
New England Professional Planning Group
Rhode Island
$201K +$190K +1,497 New
SPW
3484
Sonoma Private Wealth
California
$201K +$190K +1,497 New
SWM
3485
Seed Wealth Management
Illinois
$201K +$190K +1,496 New
WAM
3486
WealthTrust Asset Management
Florida
$200K -$83.2K -657 -31%
HC
3487
Hoese & Co
Minnesota
$200K -$4.43K -35 -2%
EI
3488
Ellevest Inc
New York
$199K -$253 -2 -0.1%
AFS
3489
Annapolis Financial Services
Maryland
$198K -$50.6K -399 -21%
AA
3490
AlphaMark Advisors
Kentucky
$196K +$7.6K +60 +4%
BC
3491
BIT Capital
Germany
$194K -$267K -2,108 -59%
TFA
3492
Toth Financial Advisory
Virginia
$193K -$21.9K -173 -11%
DWMG
3493
DB Wealth Management Group
California
$193K +$127 +1 +0.1%
HF
3494
Halpern Financial
Virginia
$192K – – –
VCM
3495
Versant Capital Management
Arizona
$189K – – –
KFP
3496
KB Financial Partners
New Jersey
$189K -$507 -4 -0.3%
CPA
3497
Cowen Prime Advisors
New York
$187K – – –
JWM
3498
Janiczek Wealth Management
Colorado
$186K +$59.7K +471 +55%
GA
3499
GoalVest Advisory
New York
$175K – – –
ACM
3500
Antonetti Capital Management
Florida
$174K -$25.3K -200 -13%
138 139
140
141 142