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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2726
Crewe Advisors
Utah
$728K -$54.9K -401 -7%
MFWP
2727
Mosaic Family Wealth Partners
Missouri
$727K -$5.48K -40 -0.7%
MWP
2728
Moller Wealth Partners
$727K – – –
EBA
2729
Eagle Bay Advisors
New York
$726K -$96.3K -703 -11%
HI
2730
Hoey Investments
Pennsylvania
$726K +$354K +2,587 +87%
SIS
2731
Sound Income Strategies
Florida
$724K -$7.67K -56 -1%
GPWA
2732
Great Point Wealth Advisors
Massachusetts
$723K – – –
AFO
2733
Allie Family Office
Florida
$722K – – –
TCOO
2734
Trust Company of Oklahoma
Oklahoma
$721K +$13.4K +98 +2%
BRG
2735
Bay Rivers Group
Virginia
$720K +$49.3K +360 +7%
CQS
2736
Credential Qtrade Securities
$718K +$310K +2,265 +70%
BAM
2737
Bellevue Asset Management
Washington
$717K -$9.87K -72 -1%
FC
2738
Financial Consulate
Maryland
$717K +$45.8K +334 +6%
TCM
2739
Triumph Capital Management
Colorado
$716K +$156K +1,142 +26%
EFM
2740
E Fund Management
China
$712K -$29.5K -215 -4%
FCM
2741
Firestone Capital Management
Florida
$712K +$274K +2,000 +58%
KC
2742
Kingfisher Capital
North Carolina
$711K +$4.52K +33 +0.6%
GSAM
2743
Grant Street Asset Management
Pennsylvania
$710K – – –
HFA
2744
High Falls Advisors
New York
$709K +$12.3K +90 +2%
WRPWM
2745
Werba Rubin Papier Wealth Management
California
$708K +$36.6K +267 +5%
ICP
2746
Interchange Capital Partners
Pennsylvania
$708K +$750K +5,477 New
CA
2747
Crumly & Associates
Illinois
$708K +$90.7K +662 +14%
IHL
2748
Investment House LLC
California
$707K +$33K +241 +5%
ES
2749
Eagle Strategies
New York
$706K +$8.49K +62 +1%
PC
2750
Port Capital
Illinois
$704K -$153K -1,119 -17%
108 109
110
111 112