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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
3326
Summitry LLC
California
$470K +$6.37K +42 +2%
CHA
3327
Cooper/Haims Advisors
New York
$470K -$11.1K -73 -3%
SC
3328
Sepio Capital
Utah
$468K +$55.2K +364 +15%
FFL
3329
Financial Freedom LLC
Ohio
$467K +$1.67K +11 +0.4%
TCMP
3330
Thrive Capital Management (Pennsylvania)
Pennsylvania
$467K +$79K +521 +23%
TS
3331
Tamar Securities
California
$466K +$11.2K +74 +3%
RC
3332
Reik & Co
New York
$465K – – –
UFF
3333
USA Financial Formulas
Michigan
$464K +$408K +2,694 +8,164%
AR
3334
Apeiron RIA
Texas
$462K +$48.8K +322 +13%
T
3335
TCWP
Ohio
$460K -$1.88M -12,393 -82%
MWM
3336
Merriman Wealth Management
Washington
$460K -$78.5K -518 -16%
KNW
3337
Kesler Norman & Wride
Utah
$460K +$409K +2,702 New
WFAG
3338
Wescott Financial Advisory Group
Pennsylvania
$460K -$758 -5 -0.2%
LA
3339
Lane & Associates
New Jersey
$459K -$63.3K -418 -13%
ACM
3340
Aljian Capital Management
Nevada
$459K – – –
WF
3341
Whelan Financial
California
$458K -$10.6K -70 -3%
1WM
3342
1858 Wealth Management
Ohio
$457K +$408K +2,689 New
SAF
3343
Smith Anglin Financial
Texas
$456K -$3.18K -21 -0.8%
SCI
3344
Silver Coast Investments
United States
$456K +$406K +2,679 New
FSA
3345
Financial Security Advisor
Virginia
$455K +$22K +145 +6%
MECA
3346
Miller Equity Capital Advisors
Texas
$455K – – –
HFS
3347
Heritage Financial Services
Massachusetts
$454K +$48.5K +320 +14%
BA
3348
Brightwater Advisory
Florida
$453K +$403K +2,661 New
HGWM
3349
Horst & Graben Wealth Management
Oregon
$452K +$2.88K +19 +0.7%
CIM
3350
Contravisory Investment Management
Massachusetts
$452K -$4.39K -29 -1%
132 133
134
135 136