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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3726
Presidio Capital Management
California
$602K -$35.2K -138 -5%
CFS
3727
Coordinated Financial Services
Colorado
$601K -$134K -527 -18%
CWMGO
3728
Capstone Wealth Management Group (Oregon)
Oregon
$601K -$8.67K -34 -1%
FI
3729
Financial Insights
Washington
$601K -$39K -153 -6%
CCA
3730
Covey Capital Advisors
Georgia
$601K – – –
PWM
3731
Puff Wealth Management
New Jersey
$599K -$35.2K -138 -5%
CA
3732
Claris Advisors
Missouri
$599K – – –
LWM
3733
Lionshead Wealth Management
New York
$599K +$75K +294 +14%
PSA
3734
Plum Street Advisors
Louisiana
$597K – – –
GGI
3735
Godsey & Gibb Inc
Virginia
$597K -$34.7K -136 -5%
RCM
3736
Rockbridge Capital Management
Virginia
$595K – – –
JC
3737
Jacobs & Co
California
$594K – – –
FZCM
3738
Flynn Zito Capital Management
New York
$593K +$89.7K +352 +17%
IP
3739
Isthmus Partners
Wisconsin
$593K – – –
KAM
3740
Karani Asset Management
New York
$593K -$149K -584 -19%
SAM
3741
Sequent Asset Management
Texas
$593K +$255 +1 +0%
TAM
3742
Tucker Asset Management
Colorado
$591K -$114K -446 -16%
GPW
3743
Gentry Private Wealth
Kansas
$590K +$614K +2,407 New
BL
3744
Balentine LLC
Georgia
$590K – – –
FGWP
3745
Founders Grove Wealth Partners
Virginia
$589K – – –
BA
3746
Brightwater Advisory
Florida
$588K -$255 -1 -0%
CNWM
3747
Clay Northam Wealth Management
California
$588K – – –
CCP
3748
Cushing Capital Partners
Wisconsin
$588K +$63.5K +249 +12%
SAM
3749
Shikiar Asset Management
New York
$587K -$191K -750 -24%
TCOO
3750
Trust Company of Oklahoma
Oklahoma
$586K – – –
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