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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
3526
Intelligence Driven Advisers
California
$430K +$3.97K +22 +1%
EA
3527
Echo45 Advisors
California
$430K +$3.07K +17 +0.8%
TWM
3528
TMD Wealth Management
Arizona
$430K +$51.2K +284 +15%
CPW
3529
Catalyst Private Wealth
California
$429K +$8.84K +49 +2%
RCA
3530
Riverview Capital Advisers
Massachusetts
$428K +$5.77K +32 +2%
AFA
3531
American Financial Advisors
Georgia
$428K +$84.4K +468 +28%
T
3532
TOBAM
France
$427K +$77.8K +431 +25%
MPW
3533
MGO Private Wealth
California
$425K -$11.7K -65 -3%
BCB
3534
Brian C. Broderick
$423K +$381K +2,110 New
EF
3535
Exeter Financial
Arizona
$422K – – –
LODC
3536
Lanham O'Dell & Company
West Virginia
$422K -$75.4K -418 -17%
EMAM
3537
Encompass More Asset Management
California
$422K +$118K +654 +45%
VA
3538
Verdad Advisers
Massachusetts
$421K +$379K +2,103 New
IA
3539
Inspire Advisors
Idaho
$421K +$9.74K +54 +3%
CCC
3540
Chelsea Counsel Company
California
$419K +$13.2K +73 +4%
HCM
3541
Hutchinson Capital Management
California
$419K -$20.9K -116 -5%
SIMC
3542
Squire Investment Management Company
Utah
$418K -$5.05K -28 -1%
BEW
3543
Burton Enright Welch
California
$418K -$1.26K -7 -0.3%
SFC
3544
Sprinkle Financial Consultants
Colorado
$418K +$541 +3 +0.1%
RCM
3545
Requisite Capital Management
Texas
$417K – – –
4WM
3546
49 Wealth Management
Texas
$417K +$378K +2,094 New
WAM
3547
Worth Asset Management
Texas
$416K +$84.4K +468 +29%
PCM
3548
Presidio Capital Management
California
$416K +$375K +2,079 New
MA
3549
Mezzasalma Advisors
New Jersey
$416K -$1.8K -10 -0.5%
FDS
3550
Freedom Day Solutions
Texas
$416K -$15.9K -88 -4%
140 141
142
143 144