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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
3526
Kinloch Capital
Virginia
$485K +$7.16K +34 +1%
SSG
3527
Summit Securities Group
New York
$485K +$232K +1,100 +92%
PGWM
3528
Pitti Group Wealth Management
New York
$483K – – –
C1AG
3529
Client 1st Advisory Group
Florida
$481K +$133K +632 +38%
TCOO
3530
Trust Company of Oklahoma
Oklahoma
$481K -$7.79K -37 -2%
VPP
3531
Vertex Planning Partners
Illinois
$481K +$211 +1 +0%
TAM
3532
TCP Asset Management
Ohio
$481K +$33.9K +161 +8%
BBP
3533
Banco BTG Pactual
Brazil
$480K -$3.03M -14,369 -86%
STB
3534
S&T Bank
Pennsylvania
$480K -$9.48K -45 -2%
GSCM
3535
Greenfield Seitz Capital Management
Texas
$477K – – –
CNWM
3536
Clay Northam Wealth Management
California
$476K – – –
WA
3537
Waterford Advisors
New York
$476K – – –
KDA
3538
Kraft Davis & Associates
Missouri
$475K -$2.32K -11 -0.5%
CAM
3539
Clark Asset Management
New Hampshire
$475K +$131K +621 +38%
CMBA
3540
C.M. Bidwell & Associates
Hawaii
$474K -$4.84K -23 -1%
PSA
3541
Plum Street Advisors
Louisiana
$474K +$473K +2,247 New
GFL
3542
Granite FO LLC
New Hampshire
$472K – – –
WCM
3543
Wallace Capital Management
Texas
$471K +$21.5K +102 +5%
MFS
3544
McNamara Financial Services
Massachusetts
$471K +$470K +2,232 New
FWM
3545
FSA Wealth Management
Massachusetts
$468K +$468K +2,221 New
RAS
3546
RPS Advisory Solutions
Kentucky
$468K -$9.69K -46 -2%
SM
3547
Sensible Money
Arizona
$468K +$2.11K +10 +0.5%
SWG
3548
Summit Wealth Group
Vermont
$467K – – –
ONGA
3549
O'Neil Global Advisors
California
$466K +$150K +710 +47%
SC
3550
Sepio Capital
Utah
$465K +$10.3K +49 +2%
140 141
142
143 144