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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3476
Tacita Capital
Ontario, Canada
$467K – – –
IAP
3477
Indie Asset Partners
Indiana
$467K -$8.48K -47 -2%
MGAM
3478
McGowan Group Asset Management
Texas
$462K -$8.84K -49 -2%
SSG
3479
Summit Securities Group
New York
$461K +$289K +1,600 +229%
CPRC
3480
Consolidated Portfolio Review Corp
New York
$461K -$1.29M -7,165 -76%
AWAU
3481
Alliance Wealth Advisors (Utah)
Utah
$460K -$95.6K -530 -19%
1WM
3482
1858 Wealth Management
Ohio
$457K – – –
AIA
3483
Arbor Investment Advisors
North Carolina
$457K +$37.4K +207 +10%
CMBA
3484
C.M. Bidwell & Associates
Hawaii
$455K -$5.96K -33 -1%
SNBOSCI
3485
Security National Bank of Sioux City Iowa
Iowa
$455K – – –
SP
3486
Saranac Partners
$455K -$55.9K -310 -12%
ITFISA
3487
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$455K -$16.4K -91 -4%
APS
3488
American Planning Services
Florida
$455K +$36.1K +200 +10%
BBWP
3489
Beacon Bridge Wealth Partners
Pennsylvania
$454K +$2.17K +12 +0.5%
MC
3490
Maverick Capital
Texas
$453K -$237K -1,312 -37%
JCM
3491
Jag Capital Management
Missouri
$452K -$125K -691 -23%
IVP
3492
Intrinsic Value Partners
Arizona
$452K – – –
CNWM
3493
Clay Northam Wealth Management
California
$452K – – –
ADMI
3494
Albert D. Mason Inc
Massachusetts
$452K -$213K -1,182 -34%
HWP
3495
Heritage Wealth Partners
Ohio
$452K – – –
CA
3496
CapWealth Advisors
Tennessee
$451K – – –
FEG
3497
Financial Enhancement Group
Indiana
$451K +$9.38K +52 +2%
WCWM
3498
Willow Creek Wealth Management
California
$449K +$17.1K +95 +4%
MFGP
3499
Marshall Financial Group (Pennsylvania)
Pennsylvania
$448K +$2.35K +13 +0.6%
PCM
3500
Pennsylvania Capital Management
Pennsylvania
$447K +$14.1K +78 +4%
138 139
140
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