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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
3551
TCP Asset Management
Ohio
$429K +$21.5K +110 +5%
CPW
3552
Catalyst Private Wealth
California
$428K -$4.89K -25 -1%
LSA
3553
Lansing Street Advisors
Pennsylvania
$427K +$27.8K +142 +7%
BCB
3554
Brian C. Broderick
$427K – – –
SIMC
3555
Squire Investment Management Company
Utah
$426K +$3.32K +17 +0.8%
BHWM
3556
Beaird Harris Wealth Management
Texas
$426K +$85.6K +438 +26%
MPW
3557
MGO Private Wealth
California
$425K -$3.52K -18 -0.8%
BWA
3558
BlueChip Wealth Advisors
Georgia
$425K +$38.5K +197 +10%
CFG
3559
Compton Financial Group
Maryland
$424K -$13.1K -67 -3%
FWMM
3560
Foundation Wealth Management (Missouri)
Missouri
$424K -$48.9K -250 -11%
SWMG
3561
Signature Wealth Management Group
Georgia
$424K +$2.74K +14 +0.7%
CCC
3562
Chelsea Counsel Company
California
$423K – – –
SFC
3563
Sprinkle Financial Consultants
Colorado
$422K +$391 +2 +0.1%
GA
3564
Greytown Advisors
Florida
$422K -$89.7K -459 -18%
RWM
3565
Ruedi Wealth Management
Illinois
$421K +$21.3K +109 +6%
OA
3566
Oxbow Advisors
Texas
$420K +$19.6K +100 +5%
ST
3567
Sageworth Trust
Pennsylvania
$419K +$405K +2,074 New
CWM
3568
Campbell Wealth Management
Virginia
$419K – – –
RCA
3569
Riverview Capital Advisers
Massachusetts
$419K -$12.9K -66 -3%
KA
3570
Kercheville Advisors
Texas
$419K -$58.6K -300 -13%
APS
3571
American Planning Services
Florida
$419K -$39.1K -200 -9%
VCM
3572
Versant Capital Management
Arizona
$417K +$162K +831 +67%
SFFS
3573
Stonehage Fleming Financial Services
Jersey
$417K -$629K -3,217 -61%
RHJA
3574
Rice Hall James & Associates
California
$416K – – –
HIM
3575
Hanlon Investment Management
New Jersey
$416K +$79.6K +407 +25%
141 142
143
144 145