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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
3726
Squire Investment Management Company
Utah
$715K +$2.55K +10 +0.4%
CCA
3727
Covey Capital Advisors
Georgia
$710K – – –
BCM
3728
Boreal Capital Management
Florida
$708K +$623K +2,441 New
IA
3729
Inspire Advisors
Idaho
$708K +$102K +399 +20%
IPW
3730
Intergy Private Wealth
Colorado
$707K +$24.8K +97 +4%
MMHP
3731
Murphy Middleton Hinkle & Parker
Georgia
$707K – – –
BGAI
3732
Bruce G. Allen Investments
Colorado
$707K +$14.3K +56 +2%
CNWM
3733
Clay Northam Wealth Management
California
$707K +$10.2K +40 +2%
BWP
3734
Bernardo Wealth Planning
Pennsylvania
$704K +$18.9K +74 +3%
SP
3735
Symmetry Partners
Connecticut
$703K +$139K +544 +29%
PCM
3736
Prelude Capital Management
New York
$703K -$265K -1,037 -30%
RCM
3737
Rockbridge Capital Management
Virginia
$703K – – –
RWM
3738
Reston Wealth Management
Virginia
$703K +$34.7K +136 +6%
GPW
3739
Gentry Private Wealth
Kansas
$702K +$4.08K +16 +0.7%
PCM
3740
Prospera Capital Management
Arizona
$702K +$19.4K +76 +3%
JC
3741
Jacobs & Co
California
$702K – – –
BWA
3742
BlueChip Wealth Advisors
Georgia
$701K +$14K +55 +2%
SAM
3743
Sequent Asset Management
Texas
$701K +$255 +1 +0%
WWP
3744
Wise Wealth Partners
Arizona
$700K +$242K +950 +65%
HKAM
3745
Horizon Kinetics Asset Management
New York
$697K -$130K -510 -17%
PMIA
3746
Patrick Mauro Investment Advisor
Illinois
$697K +$701K +2,748 New
BI
3747
Beckerman Institutional
New Jersey
$696K -$25.5K -100 -4%
SCI
3748
Silver Coast Investments
United States
$694K -$30.9K -121 -5%
JTWM
3749
Jackson Thornton Wealth Management
Alabama
$693K -$187K -731 -23%
EGM
3750
Engineers Gate Manager
New York
$693K -$3.98M -15,589 -87%
148 149
150
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