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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PVAMC
4176
PPS&V Asset Management Consultants
Michigan
$415K +$5.1K +20 +1%
FA
4177
Fermata Advisors
California
$414K -$406K -1,592 -53%
CCG
4178
Capital CS Group
California
$414K +$365K +1,429 New
YCG
4179
Yeomans Consulting Group
Georgia
$414K -$23.7K -93 -6%
NEPPG
4180
New England Professional Planning Group
Rhode Island
$414K – – –
VPF
4181
Vantage Point Financial
Illinois
$414K +$15.3K +60 +4%
HIS
4182
Horizon Investment Services
Indiana
$414K – – –
SWP
4183
ShoreHaven Wealth Partners
New Jersey
$413K +$65.3K +256 +22%
TCM
4184
Triumph Capital Management
Colorado
$413K -$94.4K -370 -21%
2L
4185
25 LLC
Missouri
$411K +$43.9K +172 +14%
JCM
4186
J2 Capital Management
Michigan
$410K -$157K -615 -30%
JHC
4187
J. Hagan Capital
Kentucky
$410K -$9.95K -39 -3%
IFA
4188
Index Fund Advisors
California
$410K -$24.5K -96 -6%
FAM
4189
Flaharty Asset Management
Florida
$410K -$53.6K -210 -13%
AL
4190
ADE LLC
Maryland
$410K -$114K -445 -24%
RWM
4191
Ruedi Wealth Management
Illinois
$408K -$168K -660 -32%
LC
4192
Lavaca Capital
Texas
$408K – – –
TWM
4193
Triton Wealth Management
Arizona
$407K +$350K +1,372 New
DFP
4194
Defined Financial Planning
California
$407K +$14.5K +57 +4%
BWG
4195
Boomfish Wealth Group
Georgia
$406K +$137K +537 +62%
WCM
4196
Warburton Capital Management
Oklahoma
$406K +$65.1K +255 +23%
CCM
4197
Chiron Capital Management
Florida
$405K – – –
SIM
4198
Sterling Investment Management
Arizona
$405K – – –
BDPWM
4199
Barnes Dennig Private Wealth Management
Ohio
$405K +$112K +439 +46%
MPW
4200
MGO Private Wealth
California
$404K -$2.55K -10 -0.7%
166 167
168
169 170