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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
4176
Live Oak Investment Partners
Texas
$416K +$34.5K +135 +10%
PWM
4177
Penobscot Wealth Management
Maine
$415K -$1.53K -6 -0.4%
PVAMC
4178
PPS&V Asset Management Consultants
Michigan
$415K +$5.1K +20 +1%
FA
4179
Fermata Advisors
California
$414K -$406K -1,592 -53%
CCG
4180
Capital CS Group
California
$414K +$365K +1,429 New
YCG
4181
Yeomans Consulting Group
Georgia
$414K -$23.7K -93 -6%
NEPPG
4182
New England Professional Planning Group
Rhode Island
$414K – – –
VPF
4183
Vantage Point Financial
Illinois
$414K +$15.3K +60 +4%
HIS
4184
Horizon Investment Services
Indiana
$414K – – –
SWP
4185
ShoreHaven Wealth Partners
New Jersey
$413K +$65.3K +256 +22%
TCM
4186
Triumph Capital Management
Colorado
$413K -$94.4K -370 -21%
2L
4187
25 LLC
Missouri
$411K +$43.9K +172 +14%
JCM
4188
J2 Capital Management
Michigan
$410K -$157K -615 -30%
JHC
4189
J. Hagan Capital
Kentucky
$410K -$9.95K -39 -3%
IFA
4190
Index Fund Advisors
California
$410K -$24.5K -96 -6%
FAM
4191
Flaharty Asset Management
Florida
$410K -$53.6K -210 -13%
AL
4192
ADE LLC
Maryland
$410K -$114K -445 -24%
RWM
4193
Ruedi Wealth Management
Illinois
$408K -$168K -660 -32%
LC
4194
Lavaca Capital
Texas
$408K – – –
TWM
4195
Triton Wealth Management
Arizona
$407K +$350K +1,372 New
DFP
4196
Defined Financial Planning
California
$407K +$14.5K +57 +4%
BWG
4197
Boomfish Wealth Group
Georgia
$406K +$137K +537 +62%
WCM
4198
Warburton Capital Management
Oklahoma
$406K +$65.1K +255 +23%
CCM
4199
Chiron Capital Management
Florida
$405K – – –
SIM
4200
Sterling Investment Management
Arizona
$405K – – –
166 167
168
169 170