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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JA
3751
JVL Associates
Michigan
$559K +$71.7K +308 +15%
SIA
3752
Sovereign Investment Advisors
Arizona
$558K +$542K +2,328 New
VPP
3753
Vertex Planning Partners
Illinois
$558K +$10.7K +46 +2%
TS
3754
Tamar Securities
California
$556K -$4.66K -20 -0.9%
KC
3755
Knuff & Co
California
$555K +$26.3K +113 +5%
MAM
3756
Marotta Asset Management
Virginia
$553K -$63.8K -274 -11%
BWM
3757
Brown Wealth Management
Illinois
$553K -$51.9K -223 -9%
SC
3758
Saturna Capital
Washington
$552K +$162K +695 +43%
LAMNM
3759
Longview Asset Management (New Mexico)
New Mexico
$552K +$536K +2,302 New
SWMG
3760
Signature Wealth Management Group
Georgia
$551K +$96.7K +415 +22%
CNBOF
3761
City National Bank of Florida
Florida
$550K +$535K +2,296 New
GB
3762
Goepper Burkhardt
South Carolina
$549K -$35.2K -151 -6%
HBWM
3763
Hollow Brook Wealth Management
New York
$548K -$1.73M -7,444 -76%
FIC
3764
Family Investment Center
Missouri
$548K -$31K -133 -5%
RBC
3765
Roble Belko & Company
Pennsylvania
$548K +$116K +500 +28%
SFC
3766
Strategic Financial Concepts
Texas
$548K +$291K +1,248 +120%
LSA
3767
Lansing Street Advisors
Pennsylvania
$547K +$20K +86 +4%
MWM
3768
Mascoma Wealth Management
New Hampshire
$547K +$36.6K +157 +7%
BWP
3769
Bernardo Wealth Planning
Pennsylvania
$546K +$6.06K +26 +1%
OFP
3770
OLIO Financial Planning
Virginia
$545K +$530K +2,274 New
DHC
3771
Drum Hill Capital
Connecticut
$542K +$527K +2,262 New
ARMT
3772
Amica Retiree Medical Trust
Rhode Island
$541K -$45.9K -197 -8%
TAM
3773
TCP Asset Management
Ohio
$540K -$6.29K -27 -1%
GFL
3774
Granite FO LLC
New Hampshire
$536K – – –
GSCM
3775
Greenfield Seitz Capital Management
Texas
$535K -$6.99K -30 -1%
149 150
151
152 153