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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3526
Petra Financial Advisors
Colorado
$1.2M +$82.7K +267 +8%
GWAG
3527
Garrett Wealth Advisory Group
Texas
$1.2M -$100K -323 -8%
TA
3528
TFB Advisors
Kansas
$1.2M -$7.43K -24 -0.6%
MWS
3529
MFA Wealth Services
California
$1.2M -$113K -366 -9%
CIA
3530
Compass Ion Advisors
Pennsylvania
$1.2M -$1.86K -6 -0.2%
VDC
3531
Van Diest Capital
Iowa
$1.2M +$1.15M +3,712 New
LAM
3532
Lewis Asset Management
California
$1.19M +$43.7K +141 +4%
SPI
3533
Santori & Peters Inc
Pennsylvania
$1.19M +$2.48K +8 +0.2%
EI
3534
Ecofi Investissements
France
$1.19M – – –
WS
3535
Wilian Securities
Minnesota
$1.19M +$1.15M +3,700 New
TFA
3536
Tranquilli Financial Advisor
New Jersey
$1.19M -$4.33K -14 -0.4%
DEM
3537
Disciplined Equity Management
Florida
$1.19M -$21.7K -70 -2%
BA
3538
BCM Advisors
Louisiana
$1.19M -$92.6K -299 -7%
DWA
3539
Dougherty Wealth Advisers
Minnesota
$1.19M – – –
PCI
3540
Planning Center Inc
Illinois
$1.19M +$1.55K +5 +0.1%
FEM
3541
Fulcrum Equity Management
Texas
$1.18M +$673K +2,175 +145%
WLIM
3542
White Lighthouse Investment Management
Massachusetts
$1.18M +$612K +1,977 +117%
SSA
3543
Schonfeld Strategic Advisors
New York
$1.18M -$527K -1,702 -32%
TCM
3544
Tributary Capital Management
Nebraska
$1.18M -$31K -100 -3%
CIS
3545
Custom Index Systems
New York
$1.18M -$199K -644 -15%
PHIC
3546
Pine Haven Investment Counsel
Massachusetts
$1.18M -$46.4K -150 -4%
VBA
3547
von Borstel & Associates
Oregon
$1.18M -$1.38M -4,464 -55%
LA
3548
Lifeworks Advisors
Michigan
$1.18M +$80.2K +259 +8%
AWM
3549
Abound Wealth Management
Tennessee
$1.18M +$28.8K +93 +3%
RA
3550
Rise Advisors
New York
$1.18M -$46.8K -151 -4%
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