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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
C
3476
Covestor
United Kingdom
$242K +$60.4K +403 +32%
TWM
3477
Trevian Wealth Management
Massachusetts
$241K +$3K +20 +1%
SF
3478
Safeguard Financial
Wisconsin
$240K +$53.8K +359 +28%
ECAM
3479
East Coast Asset Management
Massachusetts
$240K – – –
AFA
3480
American Financial Advisors
Georgia
$240K +$18.7K +125 +8%
RCA
3481
Riverview Capital Advisers
Massachusetts
$240K – – –
C1AG
3482
Client 1st Advisory Group
Florida
$239K -$2.25K -15 -0.9%
R
3483
Rebalance
California
$239K – – –
IPW
3484
IronBridge Private Wealth
Texas
$239K +$9.74K +65 +4%
MFA
3485
Morling Financial Advisors
California
$239K – – –
MF
3486
Manchester Financial
California
$239K -$79.7K -532 -24%
EC
3487
Elequin Capital
New York
$238K +$246K +1,642 New
MGIA
3488
Matthew Goff Investment Advisor
Texas
$238K -$107K -712 -30%
RCM
3489
Rain Capital Management
Oregon
$238K +$3.9K +26 +2%
DA
3490
Detalus Advisors
Missouri
$237K -$15K -100 -6%
DI
3491
DAGCO Inc
Ohio
$237K -$1.76M -11,735 -85%
KWM
3492
KFG Wealth Management
Indiana
$237K +$13.9K +93 +6%
RLIM
3493
Red Lighthouse Investment Management
New York
$236K +$13.2K +88 +6%
AWM
3494
Avondale Wealth Management
Texas
$236K -$112K -750 -32%
JSA
3495
Jacobson & Schmitt Advisors
Wisconsin
$236K – – –
SWIM
3496
Smallwood Wealth Investment Management
New Jersey
$234K +$242K +1,617 New
PBF
3497
Petix & Botte Financial
California
$234K +$242K +1,616 New
TLA
3498
Tanglewood Legacy Advisors
Texas
$234K – – –
HFRG
3499
Houlihan Financial Resource Group
Virginia
$234K -$14M -93,620 -98%
BMD
3500
Better Money Decisions
New Mexico
$233K – – –
138 139
140
141 142