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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3526
Sykon Capital
New York
$352K -$7.27K -48 -2%
APS
3527
American Planning Services
Florida
$352K +$30.3K +200 +11%
BIA
3528
Bell Investment Advisors
California
$352K – – –
CCA
3529
Conestoga Capital Advisors
Pennsylvania
$351K – – –
RHJA
3530
Rice Hall James & Associates
California
$350K – – –
SA
3531
Skyline Advisors
Washington
$350K +$311K +2,055 New
FPF
3532
First Pacific Financial
Washington
$349K – – –
IA
3533
Inspire Advisors
Idaho
$348K -$15.6K -103 -5%
NF
3534
Norwood Financial
Pennsylvania
$348K -$3.79K -25 -1%
EWA
3535
Encompass Wealth Advisors
Oregon
$347K +$8.03K +53 +3%
TBWA
3536
Three Bridge Wealth Advisors
California
$347K – – –
EC
3537
Elequin Capital
New York
$347K +$60.3K +398 +24%
SAM
3538
Shikiar Asset Management
New York
$347K -$3.49K -23 -1%
W
3539
WorthPointe
California
$347K -$98.2K -648 -24%
AIM
3540
Arcadia Investment Management
Michigan
$344K -$758 -5 -0.2%
CCC
3541
Chelsea Counsel Company
California
$343K – – –
EGWAG
3542
Elwood & Goetz Wealth Advisory Group
Georgia
$343K +$3.33K +22 +1%
LAM
3543
Lakewood Asset Management
Illinois
$342K -$34.2K -226 -10%
SDWMA
3544
Schneider Downs Wealth Management Advisors
Pennsylvania
$341K +$304K +2,005 New
SCM
3545
Sollinda Capital Management
Florida
$341K +$304K +2,004 New
ACM
3546
Alethea Capital Management
Washington
$340K -$75.8K -500 -20%
OPPS
3547
Obsidian Personal Planning Solutions
Maryland
$339K – – –
PAWA
3548
Palo Alto Wealth Advisors
California
$337K +$2.88K +19 +1%
RA
3549
Riversedge Advisors
Delaware
$337K +$42.7K +282 +17%
CFGSD
3550
Compass Financial Group (South Dakota)
South Dakota
$336K +$1.06K +7 +0.4%
140 141
142
143 144