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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
3801
Builder Investment Group
Georgia
$520K – – –
OA
3802
Oceanside Advisors
South Carolina
$520K +$44.3K +190 +10%
T
3803
Tableaux
Massachusetts
$519K +$505K +2,167 New
SIC
3804
SJS Investment Consulting
Ohio
$519K -$139K -597 -22%
IVP
3805
Intrinsic Value Partners
Arizona
$518K – – –
WA
3806
Waterford Advisors
New York
$517K -$23.3K -100 -4%
WCM
3807
Washburn Capital Management
Florida
$517K +$113K +485 +29%
CM
3808
Columbus Macro
Pennsylvania
$515K +$119K +509 +31%
MAM
3809
Morse Asset Management
Connecticut
$515K -$1.18M -5,077 -70%
HAM
3810
Hickory Asset Management
Ohio
$515K +$500K +2,148 New
CCP
3811
Cushing Capital Partners
Wisconsin
$515K +$500K +2,147 New
LWM
3812
Lionshead Wealth Management
New York
$514K +$500K +2,146 New
BDFN
3813
Bond & Devick Financial Network
Minnesota
$513K – – –
RSF
3814
Rik Saylor Financial
Ohio
$513K +$498K +2,140 New
AWM
3815
Alterna Wealth Management
Texas
$513K +$141K +606 +40%
FPCG
3816
Forum Private Client Group
Indiana
$512K -$10.2K -44 -2%
LIA
3817
Luken Investment Analytics
Tennessee
$511K +$46.6K +200 +10%
IQI
3818
Integrated Quantitative Investments
Washington
$511K +$496K +2,130 New
NWA
3819
New World Advisors
Massachusetts
$509K – – –
PWM
3820
Power Wealth Management
Georgia
$508K -$4.66K -20 -0.9%
BCB
3821
Brian C. Broderick
$506K – – –
KPWG
3822
KFA Private Wealth Group
Virginia
$505K +$34.2K +147 +7%
SFC
3823
Swisher Financial Concepts
Ohio
$505K -$146K -625 -23%
B
3824
Bensler
Washington
$505K +$18.2K +78 +4%
IWP
3825
Insight Wealth Partners
Texas
$505K -$59.9K -257 -11%
151 152
153
154 155