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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
3701
Obsidian Personal Planning Solutions
Maryland
$801K +$10.4K +35 +1%
ASG
3702
Ariston Services Group
California
$800K -$72K -242 -9%
API
3703
Asset Planning Inc
California
$799K +$1.49K +5 +0.2%
SDH
3704
Sloy Dahl & Holst
Washington
$798K -$10.4K -35 -1%
AFIA
3705
America First Investment Advisors
Nebraska
$798K – – –
SFG
3706
SNS Financial Group
Minnesota
$797K – – –
CL
3707
COWA LLC
Oklahoma
$797K -$51.8K -174 -6%
GPW
3708
Gentry Private Wealth
Kansas
$797K +$30.6K +103 +4%
NWMG
3709
Nicholson Wealth Management Group
South Carolina
$796K – – –
PG
3710
Prostatis Group
Maryland
$793K -$77.6K -261 -9%
TCMP
3711
Thrive Capital Management (Pennsylvania)
Pennsylvania
$792K +$223K +751 +43%
CFS
3712
Coordinated Financial Services
Colorado
$792K +$4.76K +16 +0.6%
BC
3713
Bridgefront Capital
Texas
$791K +$746K +2,507 New
DP
3714
DDD Partners
Washington
$788K +$304K +1,023 +69%
CCG
3715
Catalina Capital Group
California
$786K +$6.84K +23 +0.9%
AL
3716
Arnhold LLC
New York
$786K – – –
FPCG
3717
Forum Private Client Group
Indiana
$785K +$93.1K +313 +14%
TAM
3718
TCP Asset Management
Ohio
$785K +$75.5K +254 +11%
CTC
3719
Corundum Trust Company
South Dakota
$784K -$5.06K -17 -0.7%
PCM
3720
Presidio Capital Management
California
$783K -$320K -1,076 -30%
TAM
3721
Tucker Asset Management
Colorado
$782K -$56.8K -191 -7%
WAM
3722
Walker Asset Management
Missouri
$780K -$1.49K -5 -0.2%
VPP
3723
Vertex Planning Partners
Illinois
$779K +$62.8K +211 +9%
SIMC
3724
Squire Investment Management Company
Utah
$778K – – –
WSFG
3725
Wall Street Financial Group
Illinois
$777K +$97K +326 +15%
147 148
149
150 151