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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
4501
Fortis Capital Management
Washington
$211K +$219K +860 New
LAM
4502
Lummis Asset Management
Texas
$210K +$172K +676 +371%
BFS
4503
Beacon Financial Strategies
North Carolina
$210K -$1.53K -6 -0.7%
WIP
4504
WealthCare Investment Partners
Rhode Island
$210K +$1.02K +4 +0.4%
CCMIC
4505
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$210K -$1.12M -4,380 -84%
AI
4506
Auour Investments
Massachusetts
$209K – – –
PFC
4507
Phocas Financial Corp
California
$209K +$217K +851 New
HAFS
4508
Hapanowicz & Associates Financial Services
Pennsylvania
$209K -$5.61K -22 -3%
MJP
4509
Michael J. Puzo
$209K – – –
ES
4510
ETF Store
Kansas
$208K -$25.7K -101 -11%
GCM
4511
Gallacher Capital Management
Colorado
$208K +$216K +849 New
MAMG
4512
Milestone Asset Management Group
Connecticut
$208K +$255 +1 +0.1%
CIM
4513
Confluence Investment Management
Missouri
$208K -$765 -3 -0.4%
RA
4514
Rodgers & Associates
Pennsylvania
$208K – – –
CCMT
4515
CMT Capital Markets Trading
Germany
$208K +$216K +849 New
EWA
4516
Elevate Wealth Advisory
Georgia
$207K +$215K +845 New
EWM
4517
Endowment Wealth Management
Wisconsin
$207K +$215K +843 New
PI
4518
Pachira Investments
California
$207K +$217K +852 New
RC
4519
Rahlfs Capital
Texas
$206K – – –
EIA
4520
Eastover Investment Advisors
North Carolina
$205K -$7.14K -28 -3%
BCWM
4521
Ball & Co Wealth Management
Tennessee
$204K +$1.02K +4 +0.5%
GK
4522
Graney & King
New York
$204K +$15K +59 +8%
SWA
4523
ShankerValleau Wealth Advisors
Illinois
$204K +$212K +831 New
FWM
4524
Fonville Wealth Management
Virginia
$204K +$212K +831 New
ACM
4525
Alamar Capital Management
California
$204K -$48.4K -190 -19%
179 180
181
182 183