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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
3676
Values Added Financial
District of Columbia
$758K +$65.8K +258 +11%
BW
3677
Basepoint Wealth
Iowa
$756K -$41.3K -162 -6%
CCC
3678
Compass Capital Corp
Massachusetts
$754K +$21.4K +84 +3%
BL
3679
Balentine LLC
Georgia
$754K +$50K +196 +8%
TCM
3680
Tuttle Capital Management
Connecticut
$752K +$85.7K +336 +15%
MAP
3681
Moody Aldrich Partners
Massachusetts
$752K – – –
PHWM
3682
Pine Harbor Wealth Management
Maryland
$752K +$16.1K +63 +2%
HBWM
3683
Hollow Brook Wealth Management
New York
$751K +$1.02K +4 +0.2%
PFG
3684
Prospect Financial Group
Virginia
$749K -$4.85K -19 -0.7%
PDM
3685
Penn Davis McFarland
Texas
$748K – – –
IIA
3686
ICW Investment Advisors
Arizona
$748K +$255 +1 +0%
GWM
3687
Gitterman Wealth Management
New Jersey
$747K +$258K +1,010 +64%
ETS
3688
ESL Trust Services
New York
$746K -$17.1K -67 -3%
C1AG
3689
Client 1st Advisory Group
Florida
$746K +$25.8K +101 +4%
MS
3690
Madden Securities
Texas
$745K -$9.44K -37 -1%
FAFN
3691
First Affirmative Financial Network
Colorado
$745K -$26.8K -105 -4%
BRA
3692
Bender Robert & Associates
California
$745K -$1.02K -4 -0.2%
SDH
3693
Sloy Dahl & Holst
Washington
$743K -$14K -55 -2%
RIP
3694
RAM Investment Partners
Washington
$741K +$254K +994 +64%
PA
3695
Planning Alternatives
Michigan
$740K +$402K +1,575 +161%
OPPS
3696
Obsidian Personal Planning Solutions
Maryland
$736K – – –
DFG
3697
Dupree Financial Group
Kentucky
$736K – – –
AFIA
3698
America First Investment Advisors
Nebraska
$733K -$2.3K -9 -0.4%
SFG
3699
SNS Financial Group
Minnesota
$733K +$5.87K +23 +0.9%
API
3700
Asset Planning Inc
California
$733K -$7.14K -28 -1%
146 147
148
149 150