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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
3801
Lountzis Asset Management
Pennsylvania
$283K – – –
NI
3802
NDVR Inc
Massachusetts
$282K +$23.5K +130 +10%
VAM
3803
Verity Asset Management
North Carolina
$282K +$180 +1 +0.1%
AFS
3804
Annapolis Financial Services
Maryland
$282K -$53.6K -297 -17%
PCMK
3805
Paragon Capital Management (Kansas)
Kansas
$282K -$6.5K -36 -2%
ELM
3806
Elite Life Management
Florida
$281K +$10.6K +59 +4%
IA
3807
IMZ Advisory
Florida
$281K – – –
NCMW
3808
Northern Capital Management (Washington)
Washington
$280K +$20.2K +112 +9%
SIM
3809
Sterling Investment Management
Arizona
$280K +$12.3K +68 +5%
MAM
3810
Mainsail Asset Management
Alabama
$279K – – –
RK
3811
Rather & Kittrell
Tennessee
$278K +$11.4K +63 +5%
PVAMC
3812
PPS&V Asset Management Consultants
Michigan
$278K +$722 +4 +0.3%
YWM
3813
Yoder Wealth Management
California
$278K -$30.7K -170 -11%
SA
3814
Sicart Associates
New York
$277K – – –
B
3815
Bensler
Washington
$277K +$20.9K +116 +9%
NMM
3816
Naples Money Management
Florida
$277K -$2.44M -13,500 -91%
BPCA
3817
Bank Pictet & Cie (Asia)
Singapore
$276K – – –
QCIG
3818
Quad-Cities Investment Group
Iowa
$276K -$19.1K -106 -7%
WLIM
3819
White Lighthouse Investment Management
Massachusetts
$276K – – –
MBI
3820
May Barnhard Investments
Maryland
$275K -$221K -1,227 -47%
AWM
3821
Avondale Wealth Management
Texas
$275K -$45.1K -250 -15%
SF
3822
Safeguard Financial
Wisconsin
$275K -$139K -772 -36%
VAF
3823
Values Added Financial
District of Columbia
$275K – – –
AAS
3824
Asset Allocation Strategies
Michigan
$274K +$9.56K +53 +4%
FCC
3825
Flower City Capital
New York
$273K -$16.8K -93 -6%
151 152
153
154 155