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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
4126
Brooktree Capital Management
Michigan
$588K – – –
BOA
4127
Birnam Oak Advisors
New York
$588K +$607K +2,000 New
BAG
4128
Bauman Advisory Group
Nevada
$587K -$73.7K -243 -11%
TP
4129
Thayer Partners
Pennsylvania
$587K +$26.7K +88 +5%
ORAM
4130
One River Asset Management
Connecticut
$586K +$605K +1,993 New
SFP
4131
Sterling Financial Planning
New Jersey
$584K – – –
SA
4132
Sonoma Allocations
California
$584K -$77.4K -255 -11%
WW
4133
Westshore Wealth
California
$584K +$18.8K +62 +3%
HFW
4134
Horizon Family Wealth
Illinois
$583K +$2.43K +8 +0.4%
KNFPWM
4135
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$583K -$13.7K -45 -2%
CFP
4136
Comprehensive Financial Planning
Pennsylvania
$582K +$2.12K +7 +0.4%
RFG
4137
REAP Financial Group
Texas
$582K -$117K -387 -16%
DP
4138
Denver PWM
Colorado
$580K +$52.2K +172 +10%
RHJA
4139
Rice Hall James & Associates
California
$579K – – –
KA
4140
Kearns & Associates
California
$579K – – –
MSWM
4141
Master's Wealth Management
Pennsylvania
$578K +$257K +848 +76%
MAMG
4142
Milestone Asset Management Group
Connecticut
$578K +$1.52K +5 +0.3%
PSP
4143
Pacific Sage Partners
Washington
$578K +$256K +842 +75%
BWA
4144
Bestgate Wealth Advisors
Maryland
$578K -$14K -46 -2%
CW
4145
Cedarwood Wealth
Colorado
$578K +$79.5K +262 +15%
JIG
4146
Junk Investment Group
Maryland
$577K +$596K +1,963 New
SA
4147
Stewardship Advisors
Pennsylvania
$577K -$22.2K -73 -4%
AFS
4148
Anderson Financial Strategies
Ohio
$576K -$60.7K -200 -10%
BBWP
4149
Beacon Bridge Wealth Partners
Pennsylvania
$574K -$12.1K -40 -2%
TIM
4150
Thornburg Investment Management
New Mexico
$573K – – –
164 165
166
167 168