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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
4951
Pincus Capital Management
New York
$230K -$27.6K -89 -11%
BWMG
4952
Barnes Wealth Management Group
California
$230K -$36.6K -118 -14%
NECFA
4953
New England Capital Financial Advisors
Connecticut
$230K +$155K +500 +248%
WP
4954
Walleye Partners
Wisconsin
$229K +$218K +701 New
JCM
4955
Jag Capital Management
Missouri
$229K – – –
MJP
4956
Michael J. Puzo
$229K -$236K -760 -52%
FAM
4957
Forte Asset Management
New York
$229K – – –
SPWM
4958
Smith Partners Wealth Management
North Carolina
$229K – – –
BAM
4959
Bayshore Asset Management
Florida
$228K +$217K +698 New
LBC
4960
Lane Brothers & Co
Arizona
$228K -$13.4K -43 -6%
TGIA
4961
Torrey Growth & Income Advisors
California
$228K – – –
PFA
4962
Peak Financial Advisors
Colorado
$227K – – –
SFP
4963
Strategic Financial Partners
Oregon
$227K – – –
GF
4964
Goodman Financial
Texas
$227K -$26.4K -85 -11%
CWM
4965
Cedar Wealth Management
California
$227K – – –
WFA
4966
West Financial Advisors
Iowa
$226K +$38.2K +123 +22%
MFF
4967
Michels Family Financial
Texas
$224K – – –
STCOSD
4968
Sageworth Trust Company of South Dakota
South Dakota
$223K -$182K -587 -46%
SWM
4969
Salvus Wealth Management
New Jersey
$223K – – –
SG
4970
Somerset Group
Minnesota
$222K – – –
FFP
4971
Freedom Financial Partners
Minnesota
$222K +$211K +679 New
MAM
4972
Marquette Asset Management
Minnesota
$222K -$22.7K -73 -10%
AWMI
4973
Aegis Wealth Management (Iowa)
Iowa
$222K +$210K +677 New
PWA
4974
Primoris Wealth Advisors
Florida
$222K +$210K +677 New
BT
4975
Brandywine Trust
Delaware
$221K +$210K +675 New
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199
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