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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3851
Sterling Investment Management
Arizona
$295K – – –
YWM
3852
Yoder Wealth Management
California
$295K +$5.9K +28 +2%
ORI
3853
Oak Ridge Investments
Illinois
$294K +$11.8K +56 +4%
CWM
3854
CCG Wealth Management
California
$294K +$28.9K +137 +11%
MAM
3855
Mainsail Asset Management
Alabama
$294K – – –
CCC
3856
Chelsea Counsel Company
California
$294K -$147K -700 -33%
CFP
3857
Cypress Financial Planning
New Jersey
$294K +$69.5K +330 +31%
SC
3858
Sykon Capital
New York
$293K -$90.6K -430 -24%
PVAMC
3859
PPS&V Asset Management Consultants
Michigan
$293K +$211 +1 +0.1%
UWM
3860
USAdvisors Wealth Management
Minnesota
$293K -$29.5K -140 -9%
GCA
3861
Genesee Capital Advisors
New York
$292K +$292K +1,386 New
SA
3862
Sicart Associates
New York
$292K – – –
AWC
3863
Adamsbrown Wealth Consultants
Kansas
$292K +$5.27K +25 +2%
PWM
3864
Penobscot Wealth Management
Maine
$291K +$78.6K +373 +37%
TW
3865
Towerpoint Wealth
California
$291K – – –
DP
3866
DDD Partners
Washington
$291K +$76K +361 +35%
AA
3867
Acorns Advisers
California
$290K +$42.5K +202 +17%
AWM
3868
Avondale Wealth Management
Texas
$290K – – –
HFF
3869
Halter Ferguson Financial
Indiana
$289K +$2.53K +12 +0.9%
LAM
3870
Lountzis Asset Management
Pennsylvania
$288K -$10.1K -48 -3%
ACA
3871
Ascension Capital Advisors
Texas
$287K – – –
MCIA
3872
Mountain Capital Investment Advisors
Colorado
$287K -$10.1K -48 -4%
MIM
3873
Meridiem Investment Management
United Kingdom
$287K +$227K +1,080 +386%
CA
3874
Cumberland Advisors
Florida
$285K -$33.7K -160 -11%
WH
3875
Whitcomb & Hess
Ohio
$284K -$22.1K -105 -7%
153 154
155
156 157