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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSF
4501
Mustard Seed Financial
Arkansas
$379K +$7.28K +24 +2%
MCM
4502
MontVue Capital Management
Virginia
$378K -$60.7K -200 -13%
HA
4503
Heartland Advisors
Wisconsin
$378K +$294K +969 +307%
GC
4504
Gibson Capital
Pennsylvania
$377K +$8.5K +28 +2%
CPA
4505
Cathy Pareto & Associates
Florida
$377K +$1.82K +6 +0.5%
BNA
4506
BankChampaign National Association
Illinois
$376K -$65.2K -215 -14%
AAS
4507
AdviceOne Advisory Services
Connecticut
$376K +$6.07K +20 +2%
ZWA
4508
Zinnia Wealth Advisory
Florida
$375K -$29.7K -98 -7%
HI
4509
Human Investing
Oregon
$375K +$36.1K +119 +10%
AFS
4510
Axiom Financial Strategies
Indiana
$374K – – –
STCOSD
4511
Sageworth Trust Company of South Dakota
South Dakota
$373K +$385K +1,269 New
CWMA
4512
Capstone Wealth Management (Alabama)
Alabama
$373K +$607 +2 +0.2%
LA
4513
Lakeside Advisors
Washington
$373K – – –
HWMT
4514
Heritage Wealth Management (Texas)
Texas
$372K -$63.4K -209 -14%
W
4515
WPWealth
Texas
$372K -$11.2K -37 -3%
MLFP
4516
MPS Loria Financial Planners
Illinois
$372K +$607 +2 +0.2%
ORI
4517
Oak Ridge Investments
Illinois
$372K -$35.2K -116 -8%
AWA
4518
AmeriServ Wealth Advisors
Pennsylvania
$372K – – –
BA
4519
Ballew Advisors
Mississippi
$371K +$607 +2 +0.2%
RWA
4520
Reicon Wealth Advisors
Georgia
$371K +$84.1K +277 +28%
CH
4521
CDKV Holdings
Colorado
$371K – – –
CCM
4522
Colorado Capital Management
Colorado
$371K – – –
LAM
4523
Lifestyle Asset Management
Texas
$368K +$75K +247 +25%
WA
4524
Winter & Associates
Minnesota
$368K -$12.1K -40 -3%
SHJ
4525
Sharkey, Howes & Javer
Colorado
$367K -$163K -536 -30%
179 180
181
182 183