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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
3351
Te Ahumairangi Investment Management
New Zealand
$253K -$213K -1,300 -45%
HCM
3352
Horiko Capital Management
New York
$253K – – –
IDA
3353
Intelligence Driven Advisers
California
$253K +$43.8K +267 +18%
HCC
3354
Hirtle Callaghan & Co
Pennsylvania
$253K +$262K +1,595 New
GFP
3355
Guardian Financial Partners
California
$252K +$261K +1,589 New
FZCM
3356
Flynn Zito Capital Management
New York
$251K +$261K +1,589 New
SWP
3357
ShoreHaven Wealth Partners
New Jersey
$250K -$22K -134 -8%
MGIA
3358
Matthew Goff Investment Advisor
Texas
$250K -$4.27K -26 -2%
CWM
3359
Cherrydale Wealth Management
New Jersey
$248K +$257K +1,563 New
RW
3360
RVW Wealth
California
$248K +$257K +1,564 New
BMD
3361
Better Money Decisions
New Mexico
$247K -$97.5K -594 -28%
MAM
3362
Marquette Asset Management
Minnesota
$247K -$3.94K -24 -2%
RSVP
3363
Ramsay Stattman Vela & Price
Colorado
$247K – – –
AMG
3364
Asset Management Group
Connecticut
$247K +$1.48K +9 +0.6%
CIM
3365
Corbyn Investment Management
Maryland
$247K +$17.6K +107 +7%
CDIA
3366
Capital Directions Investment Advisors
Georgia
$246K +$107K +649 +72%
RA
3367
Rise Advisors
New York
$245K +$254K +1,548 New
FIM
3368
Fernwood Investment Management
Massachusetts
$245K +$19.7K +120 +8%
TA
3369
Tectonic Advisors
Texas
$245K +$36.1K +220 +17%
CFSG
3370
Clark Financial Services Group
Missouri
$245K +$254K +1,546 New
PFP
3371
Paragon Financial Partners
California
$245K +$254K +1,546 New
DOA
3372
D'Orazio & Associates
Virginia
$244K -$18.7K -114 -7%
CC
3373
Claybrook Capital
Massachusetts
$244K +$23.5K +143 +10%
HF
3374
Halpern Financial
Virginia
$244K – – –
DHGWA
3375
Dixon Hughes Goodman Wealth Advisors
North Carolina
$242K +$250K +1,525 New
133 134
135
136 137