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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2501
Driehaus Capital Management
Illinois
$227K -$44.3K -402 -17%
TFA
2502
TPG Financial Advisors
Oregon
$227K +$222K +2,014 New
EWA
2503
ERTS Wealth Advisors
Michigan
$226K +$110 +1 +0%
JPG
2504
Jordan Park Group
California
$226K +$223K +2,020 New
GIP
2505
Greatmark Investment Partners
Georgia
$225K – – –
NCM
2506
New Capital Management
Texas
$225K +$1.43K +13 +0.7%
RFWA
2507
RPg Family Wealth Advisory
Massachusetts
$224K -$41.9K -380 -16%
ROC
2508
River Oaks Capital
Minnesota
$224K – – –
GC
2509
Garde Capital
Washington
$224K +$221K +2,000 New
MCMT
2510
Moon Capital Management (Tennessee)
Tennessee
$224K -$6.06K -55 -3%
TCM
2511
Tanaka Capital Management
New York
$223K -$2.1K -19 -0.9%
MLFP
2512
MPS Loria Financial Planners
Illinois
$223K +$551 +5 +0.3%
TFA
2513
Transamerica Financial Advisors
Florida
$222K +$219K +1,986 New
SWMG
2514
Strategic Wealth Management Group
Maryland
$221K -$11.4K -103 -5%
PCMK
2515
Paragon Capital Management (Kansas)
Kansas
$221K +$12.9K +117 +6%
FPGK
2516
Financial Partners Group (Kansas)
Kansas
$220K +$217K +1,964 New
AC
2517
Avenir Corporation
Virginia
$220K +$217K +1,970 New
DIP
2518
DT Investment Partners
Pennsylvania
$219K +$216K +1,961 New
MAA
2519
Mraz Amerine & Associates
California
$217K -$6.73K -61 -3%
GAM
2520
Garrison Asset Management
Arkansas
$217K +$214K +1,944 New
AIFS
2521
A&I Financial Services
Colorado
$216K +$213K +1,935 New
DWA
2522
Divergent Wealth Advisors
Utah
$216K +$213K +1,935 New
MWM
2523
MinichMacGregor Wealth Management
New York
$214K +$208K +1,887 New
IA
2524
Independence Advisors
Pennsylvania
$214K +$211K +1,910 New
OWM
2525
Orgel Wealth Management
Wisconsin
$213K +$210K +1,907 New
99 100
101
102 103