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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
3676
American Financial Advisors
Georgia
$390K -$20.9K -99 -5%
DWM
3677
Denver Wealth Management
Colorado
$390K +$1.69K +8 +0.4%
PCMC
3678
Planning Capital Management Corporation
Pennsylvania
$389K -$229K -1,086 -37%
HWM
3679
HFR Wealth Management
New York
$389K – – –
HFRG
3680
Houlihan Financial Resource Group
Virginia
$389K +$39K +185 +11%
SC
3681
Schiavi & Co
Delaware
$387K +$421 +2 +0.1%
SA
3682
Skyline Advisors
Washington
$387K +$5.9K +28 +2%
SSW
3683
Smith Shellnut Wilson
Mississippi
$386K – – –
CCM
3684
Chickasaw Capital Management
Tennessee
$385K – – –
EA
3685
Echo45 Advisors
California
$383K -$25.9K -123 -6%
BFS
3686
Baskin Financial Services
Ontario, Canada
$382K -$30.3K -144 -7%
MBI
3687
May Barnhard Investments
Maryland
$381K +$51.8K +246 +16%
KFS
3688
Kelly Financial Services
Massachusetts
$381K +$51K +242 +15%
PWA
3689
Peterson Wealth Advisors
Utah
$380K +$65.5K +311 +21%
SCM
3690
Sage Capital Management
New Jersey
$380K +$1.47K +7 +0.4%
LD
3691
Lipe & Dalton
New York
$380K – – –
GA
3692
Gordian Advisors
Arizona
$380K +$380K +1,802 New
AA
3693
AlphaCentric Advisors
Puerto Rico
$380K -$17.7K -84 -4%
TFP
3694
Traction Financial Partners
Wyoming
$379K -$632 -3 -0.2%
RIM
3695
Rockbridge Investment Management
New York
$379K -$4.84K -23 -1%
AL
3696
ADE LLC
Maryland
$379K – – –
WLIM
3697
White Lighthouse Investment Management
Massachusetts
$378K +$1.69K +8 +0.4%
PCMK
3698
Paragon Capital Management (Kansas)
Kansas
$378K +$66.8K +317 +22%
RBC
3699
Roble Belko & Company
Pennsylvania
$377K – – –
APWM
3700
Argonautica Private Wealth Management
Massachusetts
$376K +$2.32K +11 +0.6%
146 147
148
149 150