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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3451
Trevian Wealth Management
Massachusetts
$239K -$12.1K -88 -5%
RFP
3452
Roth Financial Partners
Texas
$239K – – –
CPA
3453
Capital Performance Advisors
California
$238K -$6.88K -50 -3%
AMG
3454
Asset Management Group
Connecticut
$237K +$1.51K +11 +0.7%
WFA
3455
Wellspring Financial Advisors
Ohio
$237K -$6.74K -49 -3%
CAG
3456
Curtis Advisory Group
California
$236K – – –
JSA
3457
Jacobson & Schmitt Advisors
Wisconsin
$236K – – –
TWM
3458
Triton Wealth Management
Arizona
$236K – – –
CC
3459
Cipher Capital
New York
$236K -$209K -1,516 -48%
HIS
3460
Harvest Investment Services
Illinois
$236K +$223K +1,619 New
TLA
3461
Tanglewood Legacy Advisors
Texas
$235K – – –
RCM
3462
Rain Capital Management
Oregon
$235K -$1.38K -10 -0.6%
BCM
3463
Brooktree Capital Management
Michigan
$235K -$228K -1,661 -51%
JTWM
3464
Jackson Thornton Wealth Management
Alabama
$234K +$222K +1,612 New
BMD
3465
Better Money Decisions
New Mexico
$234K +$4.26K +31 +2%
GCWM
3466
Graham Capital Wealth Management
District of Columbia
$233K – – –
BWP
3467
Bernardo Wealth Planning
Pennsylvania
$233K -$3.03K -22 -1%
WFC
3468
Western Financial Corp
California
$233K -$16.5K -120 -7%
VI
3469
Versor Investments
New York
$233K -$505K -3,674 -70%
KCM
3470
Kendall Capital Management
Maryland
$232K – – –
IPW
3471
IronBridge Private Wealth
Texas
$230K +$1.51K +11 +0.7%
CC
3472
Copperleaf Capital
North Carolina
$229K +$217K +1,577 New
FCM
3473
Family Capital Management
Michigan
$229K +$217K +1,576 New
GKIM
3474
GW&K Investment Management
Massachusetts
$229K +$133K +970 +161%
PFP
3475
Paragon Financial Partners
California
$229K +$138 +1 +0.1%
137 138
139
140 141