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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWA
4551
Sarver Vrooman Wealth Advisors
Missouri
$166K +$173K +677 New
MCA
4552
Maryland Capital Advisors
Maryland
$166K – – –
TCM
4553
TD Capital Management
Tennessee
$165K -$28.3K -111 -14%
GWMI
4554
Guardian Wealth Management (Illinois)
Illinois
$164K -$7.39K -29 -4%
VFIC
4555
Valley Forge Investment Consultants
Pennsylvania
$162K – – –
BCM
4556
Basso Capital Management
Connecticut
$160K +$12.7K +50 +8%
RCA
4557
Runnymede Capital Advisors
Ohio
$160K -$53.3K -209 -24%
EA
4558
Evolution Advisers
Virginia
$159K -$1.53K -6 -0.9%
DWM
4559
Darwin Wealth Management
Florida
$158K – – –
WAOTB
4560
Wealth Advisors of Tampa Bay
Florida
$157K +$163K +640 New
MFG
4561
Mendota Financial Group
Wisconsin
$157K -$27.5K -108 -14%
DF
4562
Dunhill Financial
United Kingdom
$153K -$28.3K -111 -15%
DF
4563
DecisionPoint Financial
Arizona
$150K – – –
CCMI
4564
Creative Capital Management Investments
California
$147K – – –
WCM
4565
WealthTrak Capital Management
Virginia
$146K +$6.88K +27 +5%
FNWA
4566
Financial Network Wealth Advisors
Utah
$145K +$74.2K +291 +97%
NMG
4567
New Millennium Group
Utah
$144K -$112K -439 -43%
BHWM
4568
Bay Harbor Wealth Management
Maryland
$143K +$37.7K +148 +34%
SFO
4569
Standard Family Office
South Dakota
$141K -$111K -435 -43%
SAM
4570
Sherman Asset Management
California
$140K -$1.53K -6 -1%
APW
4571
Acima Private Wealth
Virginia
$140K – – –
WFA
4572
West Financial Advisors
Iowa
$139K -$9.43K -37 -6%
HCM
4573
Horrell Capital Management
Arkansas
$134K – – –
DCM
4574
Davis Capital Management
Florida
$130K -$6.37K -25 -5%
CW
4575
Cooksen Wealth
Texas
$129K +$164K +643 New
181 182
183
184 185