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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3751
IMZ Advisory
Florida
$251K +$212K +1,402 New
AL
3752
ACAS LLC
California
$251K -$758 -5 -0.3%
LIG
3753
Lokken Investment Group
Delaware
$249K -$4.09K -27 -2%
BWG
3754
Balanced Wealth Group
Ohio
$249K +$222K +1,464 New
AA
3755
AlphaMark Advisors
Kentucky
$249K – – –
FCC
3756
Flower City Capital
New York
$248K -$455 -3 -0.2%
OCG
3757
Opus Capital Group
Ohio
$247K -$61.1K -403 -22%
NEPPG
3758
New England Professional Planning Group
Rhode Island
$247K -$6.82K -45 -3%
EMAM
3759
Encompass More Asset Management
California
$247K +$220K +1,452 New
BCM
3760
Basso Capital Management
Connecticut
$247K – – –
SBCM
3761
Silverberg Bernstein Capital Management
New York
$246K +$220K +1,449 New
PO
3762
Private Ocean
California
$246K +$6.06K +40 +3%
CFS
3763
Cannon Financial Strategists
Georgia
$246K +$219K +1,445 New
KFS
3764
Kelly Financial Services
Massachusetts
$245K +$16.1K +106 +8%
PCMK
3765
Paragon Capital Management (Kansas)
Kansas
$245K – – –
DWMG
3766
DB Wealth Management Group
California
$245K +$152 +1 +0.1%
FWM
3767
FFT Wealth Management
Pennsylvania
$244K +$217K +1,433 New
GC
3768
Gibson Capital
Pennsylvania
$244K +$32.7K +216 +18%
PWA
3769
Peterson Wealth Advisors
Utah
$243K +$1.21K +8 +0.6%
EAM
3770
Empirical Asset Management
Massachusetts
$242K +$606 +4 +0.3%
SWP
3771
Significant Wealth Partners
Illinois
$242K +$216K +1,424 New
AMR
3772
Asset Management Resources
Massachusetts
$242K -$46.7K -308 -18%
DBRC
3773
D.B. Root & Company
Pennsylvania
$241K +$215K +1,419 New
IWN
3774
Independent Wealth Network
Iowa
$241K -$3.33K -22 -2%
LAM
3775
Lountzis Asset Management
Pennsylvania
$241K +$214K +1,415 New
149 150
151
152 153