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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RBCM
3051
Raub Brock Capital Management
California
$440K -$55.4K -404 -11%
OWA
3052
Opal Wealth Advisors
New York
$439K +$50.8K +371 +12%
M1FG
3053
Mach-1 Financial Group
Arkansas
$439K +$39.2K +286 +9%
MTIM
3054
Marathon Trading Investment Management
Pennsylvania
$438K -$223K -1,625 -33%
SWM
3055
Shelton Wealth Management
Texas
$437K -$18.6K -136 -4%
TPW
3056
Tiller Private Wealth
Pennsylvania
$435K +$274 +2 +0.1%
CM
3057
Columbus Macro
Pennsylvania
$434K +$24.8K +181 +6%
HAS
3058
Holland Advisory Services
Florida
$433K – – –
VCP
3059
Vista Capital Partners
Oregon
$432K +$274 +2 +0.1%
PHIC
3060
Pine Haven Investment Counsel
Massachusetts
$431K – – –
MIA
3061
Milestone Investment Advisors
Wisconsin
$431K +$453K +3,308 New
IWA
3062
Inspirion Wealth Advisors
Illinois
$431K +$34.5K +252 +8%
LFG
3063
Lockerman Financial Group
California
$430K +$5.75K +42 +1%
WAM
3064
WNY Asset Management
New York
$429K -$46.7K -341 -9%
WA
3065
Wealthstream Advisors
New York
$429K -$5.21K -38 -1%
DCM
3066
Dimension Capital Management
Florida
$428K -$95.5K -697 -18%
FSC
3067
Full Sail Capital
Oklahoma
$427K -$18.1K -132 -4%
MAG
3068
Mayfair Advisory Group
Alabama
$427K -$6.85K -50 -2%
BCM
3069
Brooktree Capital Management
Michigan
$427K -$774K -5,648 -63%
AA
3070
Advisory Alpha
Michigan
$425K +$68.6K +501 +18%
HPM
3071
Hoxton Planning & Management
West Virginia
$425K -$10.4K -76 -2%
WFAG
3072
Wescott Financial Advisory Group
Pennsylvania
$425K +$193K +1,409 +76%
GAM
3073
Gemmer Asset Management
California
$424K +$4.8K +35 +1%
IGGA
3074
Iron Gate Global Advisors
Utah
$424K -$14.7K -107 -3%
RMCM
3075
Reynders McVeigh Capital Management
Massachusetts
$422K -$340K -2,479 -43%
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123
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