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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
4226
Sebold Capital Management
Illinois
$309K -$34.5K -148 -10%
FWA
4227
FOCUS Wealth Advisors
Texas
$308K – – –
IPA
4228
Investment Planning Advisors
Georgia
$308K +$299K +1,285 New
WH
4229
Whitcomb & Hess
Ohio
$308K -$14.4K -62 -5%
WCP
4230
Wick Capital Partners
Pennsylvania
$308K -$28.2K -121 -9%
CWM
4231
CarsonAllaria Wealth Management
Illinois
$307K -$59.2K -254 -17%
SCM
4232
Sage Capital Management
New Jersey
$306K -$122K -525 -29%
WWM
4233
Wiser Wealth Management
Georgia
$306K +$36.6K +157 +14%
MA
4234
Mezzasalma Advisors
New Jersey
$306K +$297K +1,277 New
MFS
4235
Madrona Financial Services
Washington
$306K -$11.2K -48 -4%
PSC
4236
Prentiss Smith & Co
Vermont
$304K – – –
OPWM
4237
Oregon Pacific Wealth Management
Oregon
$302K +$293K +1,259 New
AV
4238
Aspiring Ventures
Ohio
$302K +$271K +1,164 New
SBCM
4239
Silverberg Bernstein Capital Management
New York
$301K – – –
MLFP
4240
MPS Loria Financial Planners
Illinois
$300K +$233 +1 +0.1%
CIAS
4241
CBIZ Investment Advisory Services
Ohio
$300K -$17K -73 -6%
WN
4242
Williams & Novak
California
$300K -$270K -1,159 -48%
TLFA
4243
True Link Financial Advisors
California
$299K +$11.6K +50 +4%
GCM
4244
G2 Capital Management
Ohio
$299K – – –
OAJ
4245
Ogorek Anthony Joseph
New York
$298K +$1.17K +5 +0.4%
PIA
4246
Panoramic Investment Advisors
Colorado
$298K +$290K +1,243 New
HSWM
4247
Hubbell Strickland Wealth Management
Louisiana
$298K +$699 +3 +0.2%
FWM
4248
FMB Wealth Management
California
$297K +$932 +4 +0.3%
PRRFG
4249
Paul R. Ried Financial Group
Washington
$297K +$289K +1,239 New
CMP
4250
Coston McIsaac & Partners
Maine
$296K – – –
168 169
170
171 172