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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
3501
C.M. Bidwell & Associates
Hawaii
$460K -$196 -1 -0%
KC
3502
Kinloch Capital
Virginia
$459K +$53.8K +275 +14%
RAS
3503
RPS Advisory Solutions
Kentucky
$458K +$443K +2,266 New
GSCM
3504
Greenfield Seitz Capital Management
Texas
$457K -$29.3K -150 -6%
IVP
3505
Intrinsic Value Partners
Arizona
$457K – – –
CNWM
3506
Clay Northam Wealth Management
California
$457K – – –
WA
3507
Waterford Advisors
New York
$457K +$19.6K +100 +5%
KDA
3508
Kraft Davis & Associates
Missouri
$456K +$420K +2,148 New
MFGP
3509
Marshall Financial Group (Pennsylvania)
Pennsylvania
$455K +$2.54K +13 +0.6%
WCWM
3510
Willow Creek Wealth Management
California
$454K +$587 +3 +0.1%
SIAG
3511
Safeguard Investment Advisory Group
California
$453K -$92.7K -474 -17%
GFL
3512
Granite FO LLC
New Hampshire
$453K – – –
AWAU
3513
Alliance Wealth Advisors (Utah)
Utah
$452K -$12.5K -64 -3%
PCM
3514
Pennsylvania Capital Management
Pennsylvania
$451K -$196 -1 -0%
OAS
3515
Optivise Advisory Services
Tennessee
$450K +$435K +2,227 New
ADMI
3516
Albert D. Mason Inc
Massachusetts
$450K -$5.67K -29 -1%
GF
3517
Gimbal Financial
Indiana
$450K +$75.1K +384 +22%
PFS
3518
Prospect Financial Services
New York
$450K +$391 +2 +0.1%
EWM
3519
Echo Wealth Management
Minnesota
$449K +$434K +2,222 New
MGAM
3520
McGowan Group Asset Management
Texas
$449K -$16.4K -84 -4%
SWG
3521
Summit Wealth Group
Vermont
$448K +$4.69K +24 +1%
SM
3522
Sensible Money
Arizona
$447K – – –
TFIPS
3523
Towarzystwo Funduszy Inwestycyjnych PZU SA
$447K – – –
RIA
3524
Richwood Investment Advisors
Ohio
$447K +$7.82K +40 +2%
KWAG
3525
Kiely Wealth Advisory Group
North Carolina
$445K +$22.7K +116 +6%
139 140
141
142 143