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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3201
BIP Wealth
Georgia
$387K +$14.7K +98 +4%
TS
3202
Tamar Securities
California
$387K +$3.75K +25 +0.9%
HHRDM
3203
H&H Retirement Design & Management
Nevada
$386K +$391K +2,609 New
BAM
3204
Bosun Asset Management
Illinois
$386K -$73.8K -492 -16%
ICM
3205
Islay Capital Management
Texas
$386K -$6.75K -45 -2%
BWM
3206
Brown Wealth Management
Illinois
$386K -$125K -835 -24%
CL
3207
COWA LLC
Oklahoma
$386K -$7.5K -50 -2%
HWP
3208
Heritage Wealth Partners
Ohio
$383K +$150 +1 +0%
MPAM
3209
Murphy Pohlad Asset Management
Minnesota
$383K -$120K -800 -23%
HGWM
3210
Horst & Graben Wealth Management
Oregon
$383K +$2.4K +16 +0.6%
AIA
3211
AIMZ Investment Advisors
California
$383K – – –
MAP
3212
Moody Aldrich Partners
Massachusetts
$383K +$396K +2,641 New
OIS
3213
Okabena Investment Services
Minnesota
$382K – – –
MF
3214
Montis Financial
Massachusetts
$381K -$116K -771 -23%
SP
3215
Saranac Partners
$381K – – –
NPPM
3216
North Point Portfolio Managers
Ohio
$381K +$3.45K +23 +0.9%
ESCM
3217
Echo Street Capital Management
New York
$379K +$392K +2,614 New
HCP
3218
Holt Capital Partners
Texas
$379K – – –
WA
3219
Wealth Advisors
California
$379K – – –
MFGM
3220
Marshall Financial Group (Maryland)
Maryland
$378K -$28.6K -191 -7%
SDH
3221
Sloy Dahl & Holst
Washington
$375K – – –
GKIM
3222
GW&K Investment Management
Massachusetts
$374K +$151K +1,010 +64%
ML
3223
Mayport LLC
Massachusetts
$374K – – –
DSAM
3224
Dock Street Asset Management
Florida
$373K -$15K -100 -4%
STB
3225
S&T Bank
Pennsylvania
$372K +$35.5K +237 +10%
127 128
129
130 131