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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3151
TrueWealth Advisors
Alabama
$1.41M -$13K -51 -1%
HCM
3152
Hutchinson Capital Management
California
$1.41M – – –
PC
3153
PhiloSmith Capital
Connecticut
$1.41M – – –
VAMG
3154
Voisard Asset Management Group
Michigan
$1.4M +$21.4K +84 +2%
GC
3155
GatePass Capital
Ohio
$1.4M -$168K -657 -12%
KWM
3156
Keebeck Wealth Management
Illinois
$1.4M +$166K +649 +16%
MCM
3157
McDonough Capital Management
Florida
$1.4M +$121K +476 +11%
MAG
3158
MRA Advisory Group
New Jersey
$1.4M +$385K +1,507 +45%
PPW
3159
Pasadena Private Wealth
California
$1.4M +$5.36K +21 +0.4%
AAG
3160
Armstrong Advisory Group
Massachusetts
$1.39M +$41.6K +163 +4%
SPP
3161
Single Point Partners
Massachusetts
$1.39M -$34.7K -136 -3%
HSG
3162
Helen Stephens Group
Texas
$1.39M +$52.3K +205 +4%
RWI
3163
Red Wave Investments
Pennsylvania
$1.39M +$4.59K +18 +0.4%
LIM
3164
Longfellow Investment Management
Massachusetts
$1.39M -$280K -1,097 -19%
NED
3165
Nancy E. Dempze
$1.38M -$58.7K -230 -5%
WJA
3166
Willis Johnson & Associates
Texas
$1.38M +$419K +1,641 +53%
WWMSC
3167
Wagner Wealth Management (South Carolina)
South Carolina
$1.37M +$14K +55 +1%
EA
3168
Enclave Advisors
Texas
$1.37M -$5.61K -22 -0.5%
RW
3169
RVW Wealth
California
$1.37M +$186K +727 +18%
RPCONE
3170
Retirement Planning Company of New England
Rhode Island
$1.36M +$13.8K +54 +1%
FP
3171
Fiduciary Planning
Florida
$1.36M -$14.3K -56 -1%
LRIA
3172
Leonard Rickey Investment Advisors
Washington
$1.36M -$16.6K -65 -1%
MF
3173
Manchester Financial
California
$1.36M +$424K +1,661 +55%
BW
3174
Blalock Williams
Alabama
$1.36M +$113K +442 +10%
GSF
3175
Grove Street Fiduciary
New Hampshire
$1.35M – – –
125 126
127
128 129