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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
4301
ShoreHaven Wealth Partners
New Jersey
$287K +$18.6K +73 +7%
MSWA
4302
Marshall & Sterling Wealth Advisors
New York
$287K +$37.2K +146 +14%
PWA
4303
Prairie Wealth Advisors
Nebraska
$286K +$255 +1 +0.1%
O3W
4304
Omni 360 Wealth
New Jersey
$286K -$11.5K -45 -4%
AAS
4305
Asset Allocation Strategies
Michigan
$286K -$14.3K -56 -5%
SWP
4306
Significant Wealth Partners
Illinois
$286K +$510 +2 +0.2%
SAM
4307
Satovsky Asset Management
New York
$286K +$2.55K +10 +0.9%
GFP
4308
Guardian Financial Partners
California
$285K -$9.69K -38 -3%
ZRP
4309
Zynergy Retirement Planning
New Jersey
$285K – – –
STCOSD
4310
Sageworth Trust Company of South Dakota
South Dakota
$285K +$296K +1,160 New
HC
4311
Hoese & Co
Minnesota
$285K – – –
MFG
4312
MTM Financial Group
Pennsylvania
$284K – – –
SPA
4313
Sherbrooke Park Advisers
New York
$282K +$293K +1,151 New
PCMK
4314
Paragon Capital Management (Kansas)
Kansas
$282K -$82.6K -324 -22%
FW
4315
Fidato Wealth
Ohio
$282K – – –
DCM
4316
DGS Capital Management
New Jersey
$282K +$28.6K +112 +11%
WFA
4317
Websterrogers Financial Advisors
South Carolina
$282K – – –
OWM
4318
Opes Wealth Management
California
$280K +$21.4K +84 +8%
HI
4319
Human Investing
Oregon
$279K +$23.2K +91 +9%
CIA
4320
Caerus Investment Advisors
Texas
$278K – – –
QP
4321
Quartz Partners
New York
$277K +$50K +196 +21%
JWM
4322
JDH Wealth Management
California
$277K – – –
AWM
4323
Act Wealth Management
Texas
$276K -$14.8K -58 -5%
VI
4324
VanderPol Investments
Michigan
$275K +$2.55K +10 +0.9%
HFF
4325
Halter Ferguson Financial
Indiana
$274K -$51.5K -202 -15%
171 172
173
174 175