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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
4101
Lutz Financial Services
Nebraska
$375K -$11K -43 -3%
ACA
4102
Ascension Capital Advisors
Texas
$373K – – –
YCG
4103
Yeomans Consulting Group
Georgia
$372K +$13.3K +52 +4%
BFS
4104
Baskin Financial Services
Ontario, Canada
$372K -$34.7K -136 -8%
ACM
4105
Avalon Capital Management
California
$372K – – –
HGA
4106
Hobbs Group Advisors
South Carolina
$371K -$1.53K -6 -0.4%
IFA
4107
Index Fund Advisors
California
$371K -$349K -1,368 -48%
B
4108
Barings
North Carolina
$371K -$81.1K -318 -17%
SFMG
4109
Sage Financial Management Group
Virginia
$370K – – –
MWA
4110
Muirfield Wealth Advisors
North Carolina
$370K +$3.57K +14 +0.9%
CWM
4111
ClientFirst Wealth Management
Arkansas
$369K – – –
RCI
4112
RS Crum Inc
California
$369K -$765 -3 -0.2%
MGIA
4113
Matthew Goff Investment Advisor
Texas
$369K -$34.9K -137 -8%
HC
4114
Hendley & Co
Ohio
$368K +$382K +1,500 New
CC
4115
Colrain Capital
Massachusetts
$368K – – –
HP
4116
Highlander Partners
Texas
$368K – – –
MGWA
4117
Monument Group Wealth Advisors
Massachusetts
$368K – – –
BWM
4118
Boyd Wealth Management
California
$367K – – –
MAM
4119
Mainsail Asset Management
Alabama
$367K +$26.5K +104 +7%
SWM
4120
Seed Wealth Management
Illinois
$367K – – –
PRI
4121
Prepared Retirement Institute
Pennsylvania
$367K -$104K -409 -21%
KIA
4122
Kraematon Investment Advisors
Massachusetts
$365K -$765 -3 -0.2%
CFGA
4123
Cambridge Financial Group (Arizona)
Arizona
$364K – – –
APM
4124
Advanced Portfolio Management
New York
$363K +$377K +1,478 New
JCM
4125
Jag Capital Management
Missouri
$362K – – –
163 164
165
166 167