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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
3801
Boothbay Fund Management
New York
$323K -$832K -3,948 -72%
R
3802
Rebalance
California
$322K -$25.9K -123 -7%
BWM
3803
Boyd Wealth Management
California
$322K – – –
JWM
3804
JFG Wealth Management
Colorado
$321K +$320K +1,521 New
ELM
3805
Elite Life Management
Florida
$320K +$12.2K +58 +4%
YCG
3806
Yeomans Consulting Group
Georgia
$319K -$43.2K -205 -12%
HWMT
3807
Heritage Wealth Management (Texas)
Texas
$319K +$421 +2 +0.1%
TWM
3808
Trevian Wealth Management
Massachusetts
$319K – – –
SFMG
3809
Sage Financial Management Group
Virginia
$318K -$42.1K -200 -12%
RCI
3810
RS Crum Inc
California
$318K -$211 -1 -0.1%
W
3811
WorthPointe
California
$317K +$60.5K +287 +24%
MGWA
3812
Monument Group Wealth Advisors
Massachusetts
$316K -$51.2K -243 -14%
CAG
3813
Curtis Advisory Group
California
$316K – – –
GCL
3814
Gouws Capital LLC
North Carolina
$316K – – –
SWM
3815
Seed Wealth Management
Illinois
$315K – – –
SAM
3816
Seelaus Asset Management
New Jersey
$315K -$10.5K -50 -3%
RFP
3817
Root Financial Partners
California
$315K +$50.3K +239 +19%
FA
3818
Freestate Advisors
Kansas
$315K +$314K +1,492 New
LFASL
3819
Lugano Financial Advisors SA (LFA)
Switzerland
$314K – – –
PFP
3820
Paragon Financial Partners
California
$313K +$211 +1 +0.1%
CFGA
3821
Cambridge Financial Group (Arizona)
Arizona
$313K -$7.37K -35 -2%
TCM
3822
Tuttle Capital Management
Connecticut
$313K +$40.4K +192 +15%
KIA
3823
Kraematon Investment Advisors
Massachusetts
$313K -$201K -954 -39%
CWA
3824
Cascade Wealth Advisors
Washington
$310K – – –
C
3825
Covestor
United Kingdom
$309K +$37.3K +177 +14%
151 152
153
154 155