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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGP
3476
Marshall Financial Group (Pennsylvania)
Pennsylvania
$378K +$2.58K +17 +0.8%
GWM
3477
Gitterman Wealth Management
New Jersey
$376K -$136K -897 -29%
SM
3478
Sensible Money
Arizona
$376K -$2.12K -14 -0.6%
HCM
3479
Hutchinson Capital Management
California
$375K -$9.09K -60 -3%
KC
3480
Knuff & Co
California
$375K +$30.3K +200 +10%
CC
3481
Cultivar Capital
Texas
$374K +$333K +2,200 New
ORAM
3482
One River Asset Management
Connecticut
$374K -$4.98M -32,842 -94%
CFG
3483
Compton Financial Group
Maryland
$373K +$4.55K +30 +1%
DWM
3484
Darwin Wealth Management
Florida
$373K -$19.7K -130 -6%
SWG
3485
Summit Wealth Group
Vermont
$373K -$26.4K -174 -7%
NWA
3486
New World Advisors
Massachusetts
$373K +$2.58K +17 +0.8%
MPW
3487
MGO Private Wealth
California
$372K +$6.21K +41 +2%
GSIS
3488
Global Strategic Investment Solutions
Arizona
$372K +$20K +132 +6%
HIM
3489
Hillsdale Investment Management
Ontario, Canada
$371K +$60.6K +400 +22%
IDA
3490
Intelligence Driven Advisers
California
$371K +$19.1K +126 +6%
ICP
3491
Interchange Capital Partners
Pennsylvania
$370K -$105K -696 -24%
DFG
3492
Dupree Financial Group
Kentucky
$370K +$329K +2,173 New
AWM
3493
Act Wealth Management
Texas
$370K -$1.67K -11 -0.5%
SW
3494
Simplicity Wealth
New Jersey
$369K +$329K +2,172 New
WA
3495
Waterford Advisors
New York
$369K +$7.58K +50 +2%
EF
3496
Exeter Financial
Arizona
$368K +$19.7K +130 +6%
MAM
3497
Morse Asset Management
Connecticut
$368K +$107K +707 +49%
FDS
3498
Freedom Day Solutions
Texas
$368K +$22.7K +150 +7%
PCM
3499
Pennsylvania Capital Management
Pennsylvania
$366K -$89.6K -591 -22%
BFM
3500
Boothbay Fund Management
New York
$365K +$326K +2,148 New
138 139
140
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