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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
3776
Kendall Capital Management
Maryland
$337K – – –
T
3777
TNF
Montana
$336K +$211 +1 +0.1%
SA
3778
Shilanski & Associates
Alaska
$336K -$3.79K -18 -1%
NPI
3779
New Perspectives Inc
Mississippi
$336K +$336K +1,593 New
PRI
3780
Prepared Retirement Institute
Pennsylvania
$335K -$9.06K -43 -3%
LFS
3781
Lutz Financial Services
Nebraska
$334K +$5.69K +27 +2%
CFC
3782
Coyle Financial Counsel
Illinois
$334K +$72K +342 +26%
KFP
3783
Keener Financial Planning
Texas
$333K – – –
PCM
3784
Penserra Capital Management
California
$332K -$165M -784,355 -100%
HP
3785
Highlander Partners
Texas
$332K – – –
EC
3786
EntryPoint Capital
New York
$331K +$84.9K +403 +35%
RW
3787
Rockport Wealth
Ohio
$330K – – –
NCMW
3788
Northern Capital Management (Washington)
Washington
$330K +$37.9K +180 +13%
PCM
3789
Pennsylvania Capital Management
Pennsylvania
$328K -$142K -676 -30%
BLAM
3790
Bourne Lent Asset Management
New York
$327K +$10.5K +50 +3%
GWM
3791
Gitterman Wealth Management
New Jersey
$326K – – –
AFGAS
3792
Allegiance Financial Group Advisory Services
Virginia
$326K -$28.6K -136 -8%
HGA
3793
Hobbs Group Advisors
South Carolina
$326K +$49.9K +237 +18%
LKIM
3794
Lawson Kroeker Investment Management
Nebraska
$325K +$39K +185 +14%
RWRC
3795
R.W. Roge & Company
New York
$325K +$326K +1,546 New
RCM
3796
Ridgepath Capital Management
Tennessee
$325K – – –
TBWA
3797
Three Bridge Wealth Advisors
California
$325K – – –
CWM
3798
CarsonAllaria Wealth Management
Illinois
$324K -$77.3K -367 -19%
TCMP
3799
Thrive Capital Management (Pennsylvania)
Pennsylvania
$324K -$55K -261 -15%
AWM
3800
Alterna Wealth Management
Texas
$323K -$280K -1,330 -46%
150 151
152
153 154