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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GRA
3851
Golden Road Advisors
Florida
$261K -$9.92K -55 -4%
NCM
3852
Northwest Capital Management
Oregon
$261K – – –
EP
3853
Essential Planning
New Hampshire
$261K – – –
MFS
3854
Madrona Financial Services
Washington
$261K +$235K +1,301 New
PCC
3855
Park Circle Company
Maryland
$260K -$992K -5,500 -81%
CCA
3856
Clearwater Capital Advisors
Illinois
$260K -$14.8K -82 -6%
D
3857
Dentgroup
Louisiana
$260K +$1.26K +7 +0.5%
TI
3858
Truepoint Inc
Ohio
$259K -$576K -3,191 -71%
AP
3859
Aspect Partners
Virginia
$259K -$7.4K -41 -3%
A
3860
AJOVista
Massachusetts
$259K – – –
EC
3861
Eaton-Cambridge
Arizona
$258K -$4.87K -27 -2%
AIIMS
3862
Analyst IMS Investment Management Services
Israel
$258K +$233K +1,289 New
FWS
3863
FinDec Wealth Services
California
$258K +$5.77K +32 +3%
BCM
3864
BlueCrest Capital Management
Jersey
$257K -$2.36M -13,063 -91%
TFG
3865
Tilson Financial Group
New Jersey
$257K -$4.87K -27 -2%
DW
3866
Dodds Wealth
Colorado
$257K +$13.9K +77 +6%
SCA
3867
Scott Capital Advisors
Oregon
$257K +$4.15K +23 +2%
AW
3868
Avion Wealth
Texas
$256K +$16.2K +90 +8%
WWG
3869
West Wealth Group
California
$256K +$722 +4 +0.3%
PSC
3870
Prentiss Smith & Co
Vermont
$254K – – –
HIS
3871
Horizon Investment Services
Indiana
$253K -$1.99K -11 -0.9%
CMP
3872
Coston McIsaac & Partners
Maine
$252K -$9.38K -52 -4%
4WM
3873
4J Wealth Management
Virginia
$251K – – –
W
3874
WPWealth
Texas
$251K +$226K +1,251 New
GCM
3875
G2 Capital Management
Ohio
$250K – – –
153 154
155
156 157