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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
T
3476
TNF
Montana
$243K -$47.8K -319 -16%
C
3477
Covestor
United Kingdom
$242K +$60.4K +403 +32%
TWM
3478
Trevian Wealth Management
Massachusetts
$241K +$3K +20 +1%
SF
3479
Safeguard Financial
Wisconsin
$240K +$53.8K +359 +28%
ECAM
3480
East Coast Asset Management
Massachusetts
$240K – – –
AFA
3481
American Financial Advisors
Georgia
$240K +$18.7K +125 +8%
RCA
3482
Riverview Capital Advisers
Massachusetts
$240K – – –
C1AG
3483
Client 1st Advisory Group
Florida
$239K -$2.25K -15 -0.9%
R
3484
Rebalance
California
$239K – – –
IPW
3485
IronBridge Private Wealth
Texas
$239K +$9.74K +65 +4%
MFA
3486
Morling Financial Advisors
California
$239K – – –
MF
3487
Manchester Financial
California
$239K -$79.7K -532 -24%
EC
3488
Elequin Capital
New York
$238K +$246K +1,642 New
MGIA
3489
Matthew Goff Investment Advisor
Texas
$238K -$107K -712 -30%
RCM
3490
Rain Capital Management
Oregon
$238K +$3.9K +26 +2%
DA
3491
Detalus Advisors
Missouri
$237K -$15K -100 -6%
DI
3492
DAGCO Inc
Ohio
$237K -$1.76M -11,735 -85%
KWM
3493
KFG Wealth Management
Indiana
$237K +$13.9K +93 +6%
RLIM
3494
Red Lighthouse Investment Management
New York
$236K +$13.2K +88 +6%
AWM
3495
Avondale Wealth Management
Texas
$236K -$112K -750 -32%
JSA
3496
Jacobson & Schmitt Advisors
Wisconsin
$236K – – –
SWIM
3497
Smallwood Wealth Investment Management
New Jersey
$234K +$242K +1,617 New
PBF
3498
Petix & Botte Financial
California
$234K +$242K +1,616 New
TLA
3499
Tanglewood Legacy Advisors
Texas
$234K – – –
HFRG
3500
Houlihan Financial Resource Group
Virginia
$234K -$14M -93,620 -98%
138 139
140
141 142