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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
3701
Rockbridge Investment Management
New York
$615K +$171K +671 +37%
MA
3702
MKT Advisors
California
$615K +$23.2K +91 +3%
TC
3703
Tacita Capital
Ontario, Canada
$615K – – –
SFG
3704
SNS Financial Group
Minnesota
$614K +$24.7K +97 +4%
CTC
3705
Corundum Trust Company
South Dakota
$614K +$12.2K +48 +2%
PGWM
3706
Pitti Group Wealth Management
New York
$614K -$9.94K -39 -2%
BI
3707
Bramshill Investments
Florida
$613K +$637K +2,500 New
HB
3708
Horizon Bancorp
Indiana
$613K -$66.5K -261 -9%
BI
3709
Beckerman Institutional
New Jersey
$613K -$21.2K -83 -3%
RWRC
3710
R.W. Roge & Company
New York
$613K +$243K +955 +62%
FSA
3711
Financial Security Advisor
Virginia
$612K +$1.53K +6 +0.2%
AL
3712
Arnhold LLC
New York
$611K – – –
RFA
3713
Reyes Financial Architecture
California
$611K -$12.5K -49 -2%
WCM
3714
Wallace Capital Management
Texas
$609K -$3.06K -12 -0.5%
NWMG
3715
Nicholson Wealth Management Group
South Carolina
$607K – – –
EGWAG
3716
Elwood & Goetz Wealth Advisory Group
Georgia
$607K -$300K -1,176 -32%
TI
3717
Truepoint Inc
Ohio
$607K +$16.3K +64 +3%
C1AG
3718
Client 1st Advisory Group
Florida
$606K – – –
BAMG
3719
Brand Asset Management Group
Missouri
$606K -$15.3K -60 -2%
JCIA
3720
Jackson Creek Investment Advisors
Colorado
$606K +$10.5K +41 +2%
RWM
3721
Revisor Wealth Management
Ohio
$605K +$629K +2,467 New
CGH
3722
CMG Global Holdings
Texas
$605K -$423K -1,661 -40%
WAM
3723
Walker Asset Management
Missouri
$604K +$2.55K +10 +0.4%
SIMC
3724
Squire Investment Management Company
Utah
$602K +$60.4K +237 +11%
WPW
3725
Warther Private Wealth
Ohio
$602K -$36.7K -144 -6%
147 148
149
150 151