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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
4576
Brighton Securities
New York
$228K -$226K -760 -51%
PFM
4577
Peak Financial Management
Massachusetts
$228K +$215K +722 New
GPW
4578
Gray Private Wealth
Massachusetts
$227K – – –
SB
4579
Semitam Bonam
New York
$226K – – –
FH
4580
Financial Harvest
Florida
$225K +$213K +715 New
SFA
4581
Seneca Financial Advisors
New York
$225K – – –
TSW
4582
Three Seasons Wealth
Utah
$225K +$212K +712 New
AWMNY
4583
Arcadia Wealth Management (New York)
New York
$224K +$211K +711 New
WAM
4584
WFA Asset Management
Wisconsin
$223K +$1.49K +5 +0.5%
CWA
4585
Cornerstone Wealth Advisors
Minnesota
$223K – – –
FCMC
4586
Founders Capital Management (Connecticut)
Connecticut
$223K -$32.7K -110 -13%
MFS
4587
Miller Financial Services
Michigan
$223K -$4.76K -16 -2%
RIG
4588
Renaissance Investment Group
Massachusetts
$223K -$2.97K -10 -1%
SCA
4589
Stuart Chaussee & Associates
California
$222K – – –
PFA
4590
Pettinga Financial Advisors
Indiana
$222K – – –
TWM
4591
TSA Wealth Management
Texas
$221K +$209K +702 New
PD
4592
Planning Directions
Pennsylvania
$221K +$892 +3 +0.4%
FAM
4593
Forte Asset Management
New York
$221K – – –
VFG
4594
V2 Financial group
Illinois
$221K – – –
VWA
4595
Valued Wealth Advisors
Utah
$220K +$6.25K +21 +3%
LAM
4596
Lingohr Asset Management
Germany
$220K -$320K -1,076 -61%
PFA
4597
Peak Financial Advisors
Colorado
$219K – – –
AAMC
4598
Asset Allocation & Management Company
Illinois
$219K – – –
FTA
4599
Financial & Tax Architects
Missouri
$219K +$206K +694 New
HOWA
4600
Heritage Oak Wealth Advisors
Florida
$219K +$206K +694 New
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184
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