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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3476
ClientFirst Wealth Management
Arkansas
$202K – – –
WCFA
3477
Walkner Condon Financial Advisors
Wisconsin
$201K +$190K +1,501 New
QCIG
3478
Quad-Cities Investment Group
Iowa
$201K +$190K +1,500 New
TA
3479
Teramo Advisors
Florida
$201K – – –
BLAM
3480
Bourne Lent Asset Management
New York
$201K +$190K +1,500 New
PCM
3481
PAR Capital Management
Massachusetts
$201K +$190K +1,500 New
CCM
3482
Chickasaw Capital Management
Tennessee
$201K -$63.4K -500 -25%
AWA
3483
Aletheian Wealth Advisors
Washington
$201K +$190K +1,498 New
NEPPG
3484
New England Professional Planning Group
Rhode Island
$201K +$190K +1,497 New
SPW
3485
Sonoma Private Wealth
California
$201K +$190K +1,497 New
SWM
3486
Seed Wealth Management
Illinois
$201K +$190K +1,496 New
WAM
3487
WealthTrust Asset Management
Florida
$200K -$83.2K -657 -31%
HC
3488
Hoese & Co
Minnesota
$200K -$4.43K -35 -2%
EI
3489
Ellevest Inc
New York
$199K -$253 -2 -0.1%
AFS
3490
Annapolis Financial Services
Maryland
$198K -$50.6K -399 -21%
AA
3491
AlphaMark Advisors
Kentucky
$196K +$7.6K +60 +4%
BC
3492
BIT Capital
Germany
$194K -$267K -2,108 -59%
TFA
3493
Toth Financial Advisory
Virginia
$193K -$21.9K -173 -11%
DWMG
3494
DB Wealth Management Group
California
$193K +$127 +1 +0.1%
HF
3495
Halpern Financial
Virginia
$192K – – –
VCM
3496
Versant Capital Management
Arizona
$189K – – –
KFP
3497
KB Financial Partners
New Jersey
$189K -$507 -4 -0.3%
CPA
3498
Cowen Prime Advisors
New York
$187K – – –
JWM
3499
Janiczek Wealth Management
Colorado
$186K +$59.7K +471 +55%
GA
3500
GoalVest Advisory
New York
$175K – – –
138 139
140
141 142