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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
3776
Independent Wealth Network
Iowa
$241K -$3.33K -22 -2%
LAM
3777
Lountzis Asset Management
Pennsylvania
$241K +$214K +1,415 New
KL
3778
KWMG LLC
Kansas
$240K -$7.73K -51 -3%
VAM
3779
Verity Asset Management
North Carolina
$240K +$213K +1,408 New
WCP
3780
Wick Capital Partners
Pennsylvania
$239K +$213K +1,405 New
MAM
3781
Mainsail Asset Management
Alabama
$237K +$211K +1,394 New
SA
3782
Sicart Associates
New York
$236K – – –
PVAMC
3783
PPS&V Asset Management Consultants
Michigan
$235K +$758 +5 +0.4%
AIFAIM
3784
American Institute for Advanced Investment Management
Arizona
$235K -$22K -145 -9%
CCA
3785
Clearwater Capital Advisors
Illinois
$235K +$209K +1,382 New
BPCA
3786
Bank Pictet & Cie (Asia)
Singapore
$235K – – –
WLIM
3787
White Lighthouse Investment Management
Massachusetts
$234K +$209K +1,378 New
FWSM
3788
First Wilshire Securities Management
California
$234K -$52.3K -345 -20%
VAF
3789
Values Added Financial
District of Columbia
$234K +$208K +1,373 New
KFP
3790
Keystone Financial Planning
Ohio
$232K -$7.12K -47 -3%
MWM
3791
Modern Wealth Management
Kansas
$232K +$207K +1,364 New
ACA
3792
Ascension Capital Advisors
Texas
$232K -$3.94K -26 -2%
WJA
3793
Willis Johnson & Associates
Texas
$232K +$207K +1,363 New
DSN
3794
D. Scott Neal
Kentucky
$231K +$206K +1,360 New
GRA
3795
Golden Road Advisors
Florida
$231K +$206K +1,359 New
BIP
3796
Blue Investment Partners
California
$231K +$206K +1,358 New
FA
3797
Fermata Advisors
California
$231K -$7.12K -47 -3%
WPWM
3798
Western Pacific Wealth Management
Illinois
$231K -$50K -330 -20%
RIG
3799
Renaissance Investment Group
Massachusetts
$230K +$205K +1,355 New
KCM
3800
Kennedy Capital Management
Missouri
$230K +$205K +1,350 New
150 151
152
153 154