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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4151
Walsh & Associates
Florida
$622K +$598K +1,931 New
CWA
4152
CogentBlue Wealth Advisors
Tennessee
$620K +$8.67K +28 +1%
WW
4153
Westshore Wealth
California
$619K -$114K -368 -16%
BCM
4154
Banyan Capital Management
Georgia
$619K – – –
SFC
4155
Sprinkle Financial Consultants
Colorado
$618K -$97.5K -315 -14%
GC
4156
Guilbault Capital
Louisiana
$618K +$594K +1,917 New
WAM
4157
Worth Asset Management
Texas
$618K +$144K +465 +32%
KOC
4158
Koss-Olinger Consulting
Florida
$617K -$530K -1,713 -47%
TP
4159
Thayer Partners
Pennsylvania
$614K +$590K +1,906 New
SCFS
4160
Stewardship Concepts Financial Services
Washington
$614K +$588K +1,900 New
ASCM
4161
Adkins Seale Capital Management
Louisiana
$613K +$589K +1,902 New
JAA
4162
Joel Adams & Associates
North Carolina
$612K – – –
GT
4163
GreatBanc Trust
Illinois
$610K -$43.3K -140 -7%
HIS
4164
Horizon Investment Services
Indiana
$610K +$52.6K +170 +10%
ICM
4165
Intrepid Capital Management
Florida
$610K -$115K -373 -16%
HKAM
4166
Horizon Kinetics Asset Management
New York
$609K -$41.5K -134 -7%
HWM
4167
HFR Wealth Management
New York
$609K – – –
EF
4168
Exeter Financial
Arizona
$608K +$310 +1 +0.1%
WA
4169
WESPAC Advisors
California
$607K -$37.8K -122 -6%
HA
4170
Hegarty Advisors
New York
$607K +$583K +1,883 New
BC
4171
Broadwater Capital
Massachusetts
$606K – – –
AM
4172
Atwater Malick
Pennsylvania
$606K +$5.88K +19 +1%
RFP
4173
Roth Financial Partners
Texas
$605K – – –
GWA
4174
Gratus Wealth Advisors
Virginia
$604K +$619 +2 +0.1%
CWM
4175
Consultiva Wealth Management
Puerto Rico
$604K -$31K -100 -5%
165 166
167
168 169