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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JAA
3901
Joel Adams & Associates
North Carolina
$471K +$458K +1,965 New
NWMP
3902
Noble Wealth Management PBC
Colorado
$471K +$457K +1,964 New
GCP
3903
Gill Capital Partners
Colorado
$470K +$75.5K +324 +20%
AFS
3904
Anderson Financial Strategies
Ohio
$470K +$457K +1,962 New
KA
3905
Kearns & Associates
California
$470K – – –
BFM
3906
Boothbay Fund Management
New York
$470K +$99.7K +428 +28%
XPN
3907
XY Planning Network
Montana
$469K +$456K +1,958 New
SSC
3908
Syverson Strege & Co
Iowa
$469K +$129K +555 +40%
RA
3909
Rational Advisors
New York
$469K -$1.37M -5,897 -75%
PC
3910
Permit Capital
Pennsylvania
$469K – – –
CYG
3911
Clean Yield Group
Vermont
$468K +$55K +236 +14%
JGIA
3912
Jackson Grant Investment Advisers
Connecticut
$468K -$135K -578 -23%
PIS
3913
POM Investment Strategies
North Carolina
$468K – – –
KC
3914
Kinloch Capital
Virginia
$468K -$81.5K -350 -15%
ACM
3915
Ascent Capital Management
Oregon
$467K +$454K +1,950 New
LAM
3916
Lewis Asset Management
California
$467K -$25.6K -110 -5%
APW
3917
Axim Planning & Wealth
Ohio
$467K +$1.17K +5 +0.3%
PGF
3918
Plan Group Financial
Oklahoma
$467K +$17.2K +74 +4%
FAN
3919
Financial Advisors Network
California
$466K +$453K +1,946 New
CL
3920
CVFG LLC
Indiana
$466K +$453K +1,944 New
BFG
3921
Birch Financial Group
New Hampshire
$466K +$453K +1,943 New
KFS
3922
Kelly Financial Services
Massachusetts
$466K +$31.4K +135 +7%
SCA
3923
Sage Capital Advisors
South Dakota
$465K +$233 +1 +0.1%
PCM
3924
Pennsylvania Capital Management
Pennsylvania
$465K +$89.2K +383 +25%
CCA
3925
Cadent Capital Advisors
Oklahoma
$462K +$62.4K +268 +16%
155 156
157
158 159