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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
3401
Islay Capital Management
Texas
$599K – – –
MMHP
3402
Murphy Middleton Hinkle & Parker
Georgia
$598K – – –
IDA
3403
Intelligence Driven Advisers
California
$597K +$68.5K +325 +13%
AIA
3404
AIMZ Investment Advisors
California
$591K +$87.4K +415 +17%
WWM
3405
Westwood Wealth Management
California
$591K +$3.37K +16 +0.6%
HI
3406
Harrington Investments
California
$591K – – –
PAG
3407
Paladin Advisory Group
Iowa
$591K – – –
KWM
3408
KFG Wealth Management
Indiana
$591K +$254K +1,208 +76%
DA
3409
Detalus Advisors
Missouri
$590K +$30.8K +146 +6%
IFA
3410
Index Fund Advisors
California
$587K – – –
SWM
3411
SFG Wealth Management
Maryland
$587K +$37.5K +178 +7%
SCI
3412
Silver Coast Investments
United States
$586K -$5.48K -26 -0.9%
VCM
3413
Versant Capital Management
Arizona
$584K +$148K +705 +34%
SIC
3414
SJS Investment Consulting
Ohio
$582K +$30.8K +146 +6%
POIA
3415
Pin Oak Investment Advisors
Texas
$582K -$42.8K -203 -7%
GGI
3416
Godsey & Gibb Inc
Virginia
$578K -$6.53K -31 -1%
FWP
3417
Firethorn Wealth Partners
Georgia
$577K -$16.4K -78 -3%
RC
3418
Reik & Co
New York
$576K – – –
HIM
3419
Hanlon Investment Management
New Jersey
$576K +$142K +675 +33%
HGWM
3420
Horst & Graben Wealth Management
Oregon
$575K +$2.74K +13 +0.5%
OPPS
3421
Obsidian Personal Planning Solutions
Maryland
$573K -$632 -3 -0.1%
HB
3422
Horizon Bancorp
Indiana
$572K -$22.3K -106 -4%
LIM
3423
Lathrop Investment Management
Arkansas
$572K +$84.3K +400 +17%
MA
3424
MKT Advisors
California
$572K +$211 +1 +0%
AWA
3425
Aletheian Wealth Advisors
Washington
$569K -$840K -3,987 -60%
135 136
137
138 139