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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
4301
Omni 360 Wealth
New Jersey
$286K -$11.5K -45 -4%
AAS
4302
Asset Allocation Strategies
Michigan
$286K -$14.3K -56 -5%
SWP
4303
Significant Wealth Partners
Illinois
$286K +$510 +2 +0.2%
SAM
4304
Satovsky Asset Management
New York
$286K +$2.55K +10 +0.9%
GFP
4305
Guardian Financial Partners
California
$285K -$9.69K -38 -3%
ZRP
4306
Zynergy Retirement Planning
New Jersey
$285K – – –
STCOSD
4307
Sageworth Trust Company of South Dakota
South Dakota
$285K +$296K +1,160 New
HC
4308
Hoese & Co
Minnesota
$285K – – –
MFG
4309
MTM Financial Group
Pennsylvania
$284K – – –
SPA
4310
Sherbrooke Park Advisers
New York
$282K +$293K +1,151 New
PCMK
4311
Paragon Capital Management (Kansas)
Kansas
$282K -$82.6K -324 -22%
FW
4312
Fidato Wealth
Ohio
$282K – – –
DCM
4313
DGS Capital Management
New Jersey
$282K +$28.6K +112 +11%
WFA
4314
Websterrogers Financial Advisors
South Carolina
$282K – – –
OWM
4315
Opes Wealth Management
California
$280K +$21.4K +84 +8%
HI
4316
Human Investing
Oregon
$279K +$23.2K +91 +9%
CIA
4317
Caerus Investment Advisors
Texas
$278K – – –
QP
4318
Quartz Partners
New York
$277K +$50K +196 +21%
JWM
4319
JDH Wealth Management
California
$277K – – –
AWM
4320
Act Wealth Management
Texas
$276K -$14.8K -58 -5%
VI
4321
VanderPol Investments
Michigan
$275K +$2.55K +10 +0.9%
HFF
4322
Halter Ferguson Financial
Indiana
$274K -$51.5K -202 -15%
OWM
4323
Orgel Wealth Management
Wisconsin
$274K -$5.61K -22 -2%
AAM
4324
Auxier Asset Management
Oregon
$274K – – –
SA
4325
Skyline Advisors
Washington
$273K -$76.2K -299 -21%
171 172
173
174 175