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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
3401
Intelligence Driven Advisers
California
$597K +$68.5K +325 +13%
AIA
3402
AIMZ Investment Advisors
California
$591K +$87.4K +415 +17%
WWM
3403
Westwood Wealth Management
California
$591K +$3.37K +16 +0.6%
HI
3404
Harrington Investments
California
$591K – – –
PAG
3405
Paladin Advisory Group
Iowa
$591K – – –
KWM
3406
KFG Wealth Management
Indiana
$591K +$254K +1,208 +76%
DA
3407
Detalus Advisors
Missouri
$590K +$30.8K +146 +6%
IFA
3408
Index Fund Advisors
California
$587K – – –
SWM
3409
SFG Wealth Management
Maryland
$587K +$37.5K +178 +7%
SCI
3410
Silver Coast Investments
United States
$586K -$5.48K -26 -0.9%
VCM
3411
Versant Capital Management
Arizona
$584K +$148K +705 +34%
SIC
3412
SJS Investment Consulting
Ohio
$582K +$30.8K +146 +6%
POIA
3413
Pin Oak Investment Advisors
Texas
$582K -$42.8K -203 -7%
GGI
3414
Godsey & Gibb Inc
Virginia
$578K -$6.53K -31 -1%
FWP
3415
Firethorn Wealth Partners
Georgia
$577K -$16.4K -78 -3%
RC
3416
Reik & Co
New York
$576K – – –
HIM
3417
Hanlon Investment Management
New Jersey
$576K +$142K +675 +33%
HGWM
3418
Horst & Graben Wealth Management
Oregon
$575K +$2.74K +13 +0.5%
OPPS
3419
Obsidian Personal Planning Solutions
Maryland
$573K -$632 -3 -0.1%
HB
3420
Horizon Bancorp
Indiana
$572K -$22.3K -106 -4%
LIM
3421
Lathrop Investment Management
Arkansas
$572K +$84.3K +400 +17%
MA
3422
MKT Advisors
California
$572K +$211 +1 +0%
AWA
3423
Aletheian Wealth Advisors
Washington
$569K -$840K -3,987 -60%
GWAG
3424
Garrett Wealth Advisory Group
Texas
$568K +$211 +1 +0%
WFA
3425
WMG Financial Advisors
Tennessee
$567K +$33.1K +157 +6%
135 136
137
138 139