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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
2476
Landaas & Company
Wisconsin
$235K +$441 +4 +0.2%
MCM
2477
McRae Capital Management
New Jersey
$235K +$11K +100 +5%
KLI
2478
Kelman-Lazarov Inc
Tennessee
$234K – – –
ADMI
2479
Albert D. Mason Inc
Massachusetts
$233K – – –
CAM
2480
Crestone Asset Management
Colorado
$233K – – –
MTC
2481
McDaniel Terry & Co
Texas
$232K -$43.1K -391 -16%
PHAM
2482
Palisades Hudson Asset Management
Florida
$232K – – –
LRIA
2483
Leonard Rickey Investment Advisors
Washington
$232K +$229K +2,077 New
VBFG
2484
Vishria Bird Financial Group
Tennessee
$231K +$228K +2,067 New
BRC
2485
Bell Rock Capital
Delaware
$230K -$2.58M -23,423 -92%
SNBOSCI
2486
Security National Bank of Sioux City Iowa
Iowa
$230K – – –
BWM
2487
Brickley Wealth Management
California
$230K +$227K +2,059 New
CIC
2488
Cutler Investment Counsel
Oregon
$229K +$226K +2,051 New
DCM
2489
Driehaus Capital Management
Illinois
$227K -$44.3K -402 -17%
TFA
2490
TPG Financial Advisors
Oregon
$227K +$222K +2,014 New
EWA
2491
ERTS Wealth Advisors
Michigan
$226K +$110 +1 +0%
JPG
2492
Jordan Park Group
California
$226K +$223K +2,020 New
GIP
2493
Greatmark Investment Partners
Georgia
$225K – – –
NCM
2494
New Capital Management
Texas
$225K +$1.43K +13 +0.7%
RFWA
2495
RPg Family Wealth Advisory
Massachusetts
$224K -$41.9K -380 -16%
ROC
2496
River Oaks Capital
Minnesota
$224K – – –
GC
2497
Garde Capital
Washington
$224K +$221K +2,000 New
MCMT
2498
Moon Capital Management (Tennessee)
Tennessee
$224K -$6.06K -55 -3%
TCM
2499
Tanaka Capital Management
New York
$223K -$2.1K -19 -0.9%
MLFP
2500
MPS Loria Financial Planners
Illinois
$223K +$551 +5 +0.3%
98 99
100
101 102