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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWM
3626
Bright Futures Wealth Management
New York
$682K -$80.3K -315 -10%
BBPWM
3627
Blue Bell Private Wealth Management
Pennsylvania
$682K +$47.7K +187 +7%
HIS
3628
Harvest Investment Services
Illinois
$682K +$24.7K +97 +4%
ASG
3629
Ariston Services Group
California
$681K -$40.3K -158 -5%
RA
3630
Rational Advisors
New York
$681K +$209K +820 +42%
BW
3631
Basepoint Wealth
Iowa
$680K +$3.06K +12 +0.4%
HCWM
3632
Hidden Cove Wealth Management
Washington
$677K +$28.6K +112 +4%
FF
3633
Francis Financial
$676K -$244K -958 -26%
FCM
3634
Fourpath Capital Management
Oklahoma
$676K -$27.5K -108 -4%
VC
3635
Veery Capital
Delaware
$676K +$19.9K +78 +3%
LCM
3636
Landscape Capital Management
New Jersey
$676K -$2.45M -9,619 -78%
SPW
3637
Sonoma Private Wealth
California
$674K +$257K +1,010 +58%
HBFP
3638
Henderson Brothers Financial Partners
Pennsylvania
$673K +$533K +2,090 New
MWM
3639
Melfa Wealth Management
Massachusetts
$672K – – –
DFA
3640
Davies Financial Advisors
California
$672K -$1.27K -5 -0.2%
HGWM
3641
Horst & Graben Wealth Management
Oregon
$672K +$33.1K +130 +5%
SFC
3642
Swisher Financial Concepts
Ohio
$671K +$160K +627 +30%
KAM
3643
KEB Asset Management
Illinois
$670K -$227K -890 -25%
RC
3644
Reik & Co
New York
$670K – – –
JFGLC
3645
Johnson Financial Group LLC (Colorado)
Colorado
$669K +$696K +2,729 New
IRC
3646
Investors Research Corp
Georgia
$668K -$339K -1,331 -33%
CF
3647
Cyr Financial
Illinois
$667K +$30.3K +119 +5%
HCP
3648
Holt Capital Partners
Texas
$665K +$25.5K +100 +4%
LIA
3649
Lynx Investment Advisory
District of Columbia
$664K +$15.6K +61 +2%
CW
3650
Code Waechter
Florida
$659K -$69.6K -273 -9%
144 145
146
147 148