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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
3351
Peninsula Wealth
California
$452K +$5.91K +39 +1%
HWP
3352
Heritage Wealth Partners
Ohio
$452K +$1.97K +13 +0.5%
GKIM
3353
GW&K Investment Management
Massachusetts
$451K +$10.8K +71 +3%
TIA
3354
Tandem Investment Advisors
South Carolina
$450K -$82K -541 -17%
IWA
3355
IBEX Wealth Advisors
New Jersey
$450K +$230K +1,517 +102%
AFP
3356
Alpha Financial Partners
Kentucky
$449K +$12K +79 +3%
MPAM
3357
Murphy Pohlad Asset Management
Minnesota
$449K – – –
BWM
3358
Brown Wealth Management
Illinois
$447K -$4.85K -32 -1%
SFG
3359
SNS Financial Group
Minnesota
$447K +$28.5K +188 +8%
ICM
3360
Islay Capital Management
Texas
$447K -$5.61K -37 -1%
PC
3361
Permit Capital
Pennsylvania
$447K +$56.8K +375 +17%
IF
3362
Integrity Financial
Wyoming
$446K -$40.6K -268 -9%
IFA
3363
Index Fund Advisors
California
$445K -$104K -689 -21%
HCP
3364
Holt Capital Partners
Texas
$444K – – –
MA
3365
MKT Advisors
California
$444K +$6.06K +40 +2%
PWM
3366
Prosperity Wealth Management
California
$443K -$73.5K -485 -16%
CFS
3367
CGC Financial Services
Oregon
$443K +$314K +2,070 +388%
MBI
3368
May Barnhard Investments
Maryland
$443K +$394K +2,602 New
VC
3369
Veery Capital
Delaware
$442K -$12.3K -81 -3%
FAFN
3370
First Affirmative Financial Network
Colorado
$441K +$12.1K +80 +3%
AIA
3371
AIMZ Investment Advisors
California
$440K -$7.58K -50 -2%
SAG
3372
Spotlight Asset Group
Illinois
$440K – – –
SCA
3373
Southern Capital Advisors
Tennessee
$440K +$7.88K +52 +2%
SP
3374
Saranac Partners
$439K -$6.82K -45 -2%
VPP
3375
Vertex Planning Partners
Illinois
$439K +$108K +711 +38%
133 134
135
136 137