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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
4151
Trevian Wealth Management
Massachusetts
$350K -$21.2K -83 -5%
HIS
4152
Horizon Investment Services
Indiana
$350K -$6.37K -25 -2%
HWMT
4153
Heritage Wealth Management (Texas)
Texas
$349K +$255 +1 +0.1%
CWA
4154
Clarus Wealth Advisors
Arizona
$348K +$127K +498 +50%
KAM
4155
Knightsbridge Asset Management
California
$347K +$361K +1,416 New
JHC
4156
J. Hagan Capital
Kentucky
$347K +$369K +1,449 New
CFSG
4157
Clark Financial Services Group
Missouri
$347K +$48.9K +192 +16%
VBFP
4158
Valtinson Bruner Financial Planning
Minnesota
$347K -$16.8K -66 -4%
LA
4159
Lakeside Advisors
Washington
$347K -$11.5K -45 -3%
PVAMC
4160
PPS&V Asset Management Consultants
Michigan
$346K +$5.35K +21 +2%
PFG
4161
Pinnacle Financial Group
Illinois
$346K +$3.57K +14 +1%
LC
4162
Lavaca Capital
Texas
$345K -$48.4K -190 -12%
BOSSRA
4163
B.O.S.S. Retirement Advisors
Utah
$345K -$3.57K -14 -1%
MPW
4164
MGO Private Wealth
California
$344K – – –
CCM
4165
Chiron Capital Management
Florida
$343K – – –
SIM
4166
Sterling Investment Management
Arizona
$343K – – –
CWA
4167
Cascade Wealth Advisors
Washington
$342K – – –
AL
4168
ACAS LLC
California
$342K +$26.8K +105 +8%
CCC
4169
Chelsea Counsel Company
California
$341K – – –
AWM
4170
Able Wealth Management
New Jersey
$341K +$510 +2 +0.1%
BIM
4171
Bullseye Investment Management
Ohio
$341K +$354K +1,388 New
NCMW
4172
Northern Capital Management (Washington)
Washington
$340K – – –
SA
4173
Sicart Associates
New York
$340K – – –
OPWM
4174
Oregon Pacific Wealth Management
Oregon
$339K +$30.8K +121 +10%
FFC
4175
Frederick Financial Consultants
Maryland
$338K +$66K +259 +23%
165 166
167
168 169