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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OKSA
2976
O'Keefe Stevens Advisory
New York
$354K +$18K +145 +5%
BWM
2977
BCS Wealth Management
Tennessee
$353K +$389K +3,137 New
PP
2978
Patron Partners
Texas
$352K -$69.3K -559 -15%
GAMC
2979
Garner Asset Management Corp
Texas
$352K +$100K +810 +35%
IIM
2980
InTrack Investment Management
Vermont
$350K -$423K -3,418 -52%
SCM
2981
Stonehearth Capital Management
Massachusetts
$350K -$81.2K -655 -18%
WCM
2982
Washburn Capital Management
Florida
$350K -$6.2K -50 -2%
ACM
2983
Alethea Capital Management
Washington
$349K -$576K -4,649 -60%
Financial Engines Advisors
2984
Financial Engines Advisors
California
$348K +$26.4K +213 +7%
RP
2985
Riverwater Partners
Wisconsin
$348K +$383K +3,094 New
VCP
2986
Vista Capital Partners
Oregon
$347K -$93K -751 -20%
JLBC
2987
J.L. Bainbridge & Co
Florida
$347K +$6.2K +50 +2%
HA
2988
Hofer & Associates
California
$347K +$33K +266 +9%
WBCM
2989
Wilson & Boucher Capital Management
California
$346K -$4.34K -35 -1%
CCMW
2990
Cypress Capital Management (Wyoming)
Wyoming
$346K
BWM
2991
BT Wealth Management
Georgia
$345K -$75.8K -612 -17%
IAG
2992
Investmark Advisory Group
Connecticut
$345K +$1.61K +13 +0.4%
PDM
2993
Penn Davis McFarland
Texas
$345K +$4.96K +40 +1%
HS
2994
Horan Securities
United States
$345K +$30.2K +244 +9%
RPG
2995
Resource Planning Group
Georgia
$344K -$25.2K -203 -6%
KOC
2996
Koss-Olinger Consulting
Florida
$344K +$15.4K +124 +4%
CRIG
2997
Charter Research & Investment Group
Connecticut
$343K -$372 -3 -0.1%
MWP
2998
Meridian Wealth Partners
Pennsylvania
$343K +$182K +1,472 +93%
GWM
2999
Gitterman Wealth Management
New Jersey
$342K -$124K -1,000 -25%
AWM
3000
Aevitas Wealth Management
Massachusetts
$341K -$2.85K -23 -0.8%