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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCIM
2726
Chapwood Capital Investment Management
Texas
$243K +$223K +1,740 New
PA
2727
Paragon Advisors
Texas
$241K +$227K +1,771 New
DC
2728
Derby & Company
Massachusetts
$240K – – –
CIA
2729
Compass Ion Advisors
Pennsylvania
$239K +$220K +1,718 New
RCG
2730
Ruane, Cunniff & Goldfarb
New York
$238K – – –
WLIM
2731
White Lighthouse Investment Management
Massachusetts
$238K +$219K +1,709 New
SFPG
2732
Stonebridge Financial Planning Group
Florida
$237K +$218K +1,700 New
MA
2733
Modus Advisors
Minnesota
$236K +$217K +1,690 New
JSC
2734
Jackson Square Capital
California
$236K +$217K +1,694 New
STB
2735
S&T Bank
Pennsylvania
$235K +$216K +1,687 New
MCMT
2736
Moon Capital Management (Tennessee)
Tennessee
$235K +$216K +1,685 New
SL
2737
Summitry LLC
California
$233K +$215K +1,675 New
LF
2738
Lee Financial
Texas
$232K – – –
CCM
2739
Colorado Capital Management
Colorado
$232K +$214K +1,666 New
WWM
2740
WT Wealth Management
Arizona
$231K +$213K +1,659 New
IA
2741
Independence Advisors
Pennsylvania
$230K -$22.1K -172 -9%
HCM
2742
Horrell Capital Management
Arkansas
$230K – – –
PDM
2743
Penn Davis McFarland
Texas
$230K +$212K +1,652 New
IDA
2744
Intelligence Driven Advisers
California
$229K -$13.3K -104 -6%
NC
2745
NewSquare Capital
Pennsylvania
$229K +$63.1K +492 +43%
IWA
2746
Inspirion Wealth Advisors
Illinois
$229K +$211K +1,643 New
FI
2747
Financial Insights
Washington
$229K +$211K +1,644 New
VAS
2748
Vestmark Advisory Solutions
Massachusetts
$226K -$7.79M -60,707 -85%
SHWM
2749
Smith & Howard Wealth Management
Georgia
$226K +$208K +1,619 New
RF
2750
RHS Financial
California
$224K +$206K +1,610 New
108 109
110
111 112