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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
3826
McNamara Financial Services
Massachusetts
$535K +$556K +2,181 New
BFAG
3827
Blackston Financial Advisory Group
Florida
$534K -$537K -2,105 -49%
FWM
3828
FSA Wealth Management
Massachusetts
$534K +$33.1K +130 +6%
MSWM
3829
Mowery & Schoenfeld Wealth Management
Illinois
$533K +$146K +572 +36%
SIC
3830
SJS Investment Consulting
Ohio
$533K +$2.04K +8 +0.4%
TAM
3831
TCP Asset Management
Ohio
$532K -$20.9K -82 -4%
BIG
3832
Builder Investment Group
Georgia
$532K – – –
IVP
3833
Intrinsic Value Partners
Arizona
$532K +$1.78K +7 +0.3%
T
3834
Tableaux
Massachusetts
$532K – – –
SWM
3835
SFG Wealth Management
Maryland
$531K -$130K -510 -19%
GPW
3836
Genesis Private Wealth
Virginia
$531K -$12.2K -48 -2%
LIG
3837
Lokken Investment Group
Delaware
$531K +$112K +438 +25%
AFS
3838
Anderson Financial Strategies
Ohio
$530K +$51K +200 +10%
WA
3839
Waterford Advisors
New York
$529K – – –
MMCM
3840
Murphy & Mullick Capital Management
New York
$528K +$34.2K +134 +7%
GSCM
3841
Greenfield Seitz Capital Management
Texas
$527K -$20.6K -81 -4%
M
3842
MATAURO
New York
$527K +$73.2K +287 +15%
RSF
3843
Rik Saylor Financial
Ohio
$526K +$1.53K +6 +0.3%
NSG
3844
Nalls Sherbakoff Group
Tennessee
$525K +$546K +2,141 New
SFP
3845
Sterling Financial Planning
New Jersey
$525K +$18.1K +71 +3%
CCP
3846
Clarkston Capital Partners
Michigan
$524K +$93.1K +365 +21%
WBCM
3847
Wilson & Boucher Capital Management
California
$524K -$52.3K -205 -9%
IQI
3848
Integrated Quantitative Investments
Washington
$522K – – –
FPCG
3849
Forum Private Client Group
Indiana
$521K -$2.55K -10 -0.5%
ICM
3850
Intrepid Capital Management
Florida
$521K +$203K +797 +60%
152 153
154
155 156