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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3901
Insight Wealth Partners
Texas
$492K -$24.7K -97 -5%
KC
3902
Kinloch Capital
Virginia
$492K +$14K +55 +3%
B
3903
Bensler
Washington
$491K -$26.3K -103 -5%
FWMM
3904
Foundation Wealth Management (Missouri)
Missouri
$491K – – –
BFG
3905
Birch Financial Group
New Hampshire
$491K +$14.8K +58 +3%
BEW
3906
Burton Enright Welch
California
$491K -$3.31K -13 -0.6%
SCM
3907
Shapiro Capital Management
Georgia
$491K – – –
GC
3908
Gruss & Co
Florida
$491K +$255K +1,000 +100%
CI
3909
Corient IA
Florida
$491K +$510K +2,000 New
SHWM
3910
Smith & Howard Wealth Management
Georgia
$490K – – –
CFGSD
3911
Compass Financial Group (South Dakota)
South Dakota
$489K +$30.3K +119 +6%
KFS
3912
Kurt F. Somerville
$489K – – –
PFG
3913
Putney Financial Group
California
$489K – – –
CCIA
3914
Cherry Creek Investment Advisors
Colorado
$488K +$2.55K +10 +0.5%
TFP
3915
Triune Financial Partners
Kansas
$487K +$74.7K +293 +17%
OA
3916
Oxbow Advisors
Texas
$485K -$6.88K -27 -1%
CWM
3917
Consultiva Wealth Management
Puerto Rico
$484K +$306K +1,200 +155%
SWIM
3918
Smallwood Wealth Investment Management
New Jersey
$483K – – –
LAM
3919
Lakewood Asset Management
Illinois
$482K -$294K -1,152 -37%
NI
3920
NDVR Inc
Massachusetts
$482K -$29.8K -117 -6%
JAA
3921
Joel Adams & Associates
North Carolina
$482K – – –
RP
3922
Riverwater Partners
Wisconsin
$482K +$73.4K +288 +17%
GCP
3923
Gill Capital Partners
Colorado
$481K – – –
ACM
3924
Ascent Capital Management
Oregon
$481K +$3.06K +12 +0.6%
KNFPWM
3925
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$481K +$255 +1 +0.1%
155 156
157
158 159