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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
3501
MPS Loria Financial Planners
Illinois
$220K -$28.2K -205 -12%
FAM
3502
Family Asset Management
South Carolina
$220K +$208K +1,510 New
TFA
3503
Toth Financial Advisory
Virginia
$220K -$6.05K -44 -3%
LIG
3504
Lokken Investment Group
Delaware
$219K +$208K +1,509 New
ACA
3505
Ascension Capital Advisors
Texas
$219K +$207K +1,507 New
WAM
3506
WealthTrust Asset Management
Florida
$219K -$5.91K -43 -3%
RBC
3507
Roble Belko & Company
Pennsylvania
$219K – – –
AL
3508
ACAS LLC
California
$219K -$13.5K -98 -6%
LFS
3509
Lutz Financial Services
Nebraska
$218K -$14.6K -106 -7%
BLAM
3510
Bourne Lent Asset Management
New York
$218K +$206K +1,500 New
CCM
3511
Chickasaw Capital Management
Tennessee
$218K +$206K +1,500 New
EL
3512
EWA LLC
Pennsylvania
$218K – – –
NEPPG
3513
New England Professional Planning Group
Rhode Island
$218K +$206K +1,497 New
SWM
3514
Seed Wealth Management
Illinois
$218K +$206K +1,496 New
UC
3515
Unio Capital
New Jersey
$216K -$100K -728 -33%
PA
3516
Parkside Advisors
California
$215K -$50.6K -368 -20%
ONSWM
3517
Old North State Wealth Management
North Carolina
$215K +$203K +1,477 New
RA
3518
Riversedge Advisors
Delaware
$215K +$203K +1,475 New
SFP
3519
Sterling Financial Planning
New Jersey
$214K +$203K +1,474 New
BFS
3520
Baskin Financial Services
Ontario, Canada
$213K -$19.7K -143 -9%
AA
3521
AlphaMark Advisors
Kentucky
$213K – – –
KL
3522
KWMG LLC
Kansas
$213K -$49.9K -363 -20%
FCC
3523
Flower City Capital
New York
$212K +$201K +1,461 New
EIP
3524
Ellis Investment Partners
Pennsylvania
$212K -$14.4K -105 -7%
CFC
3525
Coyle Financial Counsel
Illinois
$211K +$200K +1,454 New
139 140
141
142 143