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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3576
Thoma Capital Management
Maryland
$851K -$12.5K -49 -2%
DFA
3577
DHK Financial Advisors
New Hampshire
$850K +$9.95K +39 +1%
TA
3578
TCM Advisors
West Virginia
$849K – – –
EIM
3579
Essex Investment Management
Massachusetts
$847K – – –
IQI
3580
Integrated Quantitative Investments
Washington
$847K +$202K +792 +37%
FFL
3581
Financial Freedom LLC
Ohio
$846K +$1.28K +5 +0.2%
HIW
3582
Holos Integrated Wealth
Pennsylvania
$845K -$213K -836 -22%
WIA
3583
Wealthedge Investment Advisors
New York
$845K +$3.57K +14 +0.5%
MMCM
3584
Murphy & Mullick Capital Management
New York
$844K +$183K +718 +33%
MPCL
3585
My Personal CFO LLC
Washington
$844K – – –
RWA
3586
Rooted Wealth Advisors
Illinois
$844K +$137K +535 +22%
WFA
3587
WMG Financial Advisors
Tennessee
$843K +$4.34K +17 +0.6%
CCP
3588
Clarity Capital Partners
California
$843K +$3.06K +12 +0.4%
WWM
3589
Westwood Wealth Management
California
$841K +$29.3K +115 +4%
AFWM
3590
AMJ Financial Wealth Management
Virginia
$840K -$23K -90 -3%
JWM
3591
Jackson Wealth Management
Florida
$840K +$477K +1,871 +182%
BDFN
3592
Bond & Devick Financial Network
Minnesota
$840K – – –
AIA
3593
Arbor Investment Advisors
North Carolina
$839K – – –
AIA
3594
AIMZ Investment Advisors
California
$839K – – –
SP
3595
Successful Portfolios
Florida
$838K -$510 -2 -0.1%
SAM
3596
Shikiar Asset Management
New York
$838K +$128K +500 +21%
OCG
3597
Opus Capital Group
Ohio
$836K -$13K -51 -2%
MA
3598
MKT Advisors
California
$835K +$1.79K +7 +0.2%
CL
3599
CLG LLC
California
$835K -$30.4K -119 -4%
AFG
3600
Arkansas Financial Group
Arkansas
$834K -$48.7K -191 -6%
142 143
144
145 146