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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
4176
Horizon Investment Services
Indiana
$622K +$2.17K +7 +0.4%
JAA
4177
Joel Adams & Associates
North Carolina
$622K – – –
WP
4178
Wealthspan Partners
Iowa
$620K -$6.21K -20 -1%
DWM
4179
Denver Wealth Management
Colorado
$620K +$12.1K +39 +2%
CCM
4180
Chickasaw Capital Management
Tennessee
$619K +$101K +325 +21%
EF
4181
Exeter Financial
Arizona
$619K +$311 +1 +0.1%
FCMA
4182
Foresight Capital Management Advisors
Michigan
$618K -$35.7K -115 -6%
HWM
4183
HFR Wealth Management
New York
$617K – – –
TCMP
4184
Thrive Capital Management (Pennsylvania)
Pennsylvania
$617K -$151K -487 -21%
EFMH
4185
E Fund Management (HK)
Hong Kong
$617K +$489K +1,574 +508%
HA
4186
Hegarty Advisors
New York
$616K – – –
BC
4187
Broadwater Capital
Massachusetts
$616K – – –
TBWA
4188
Three Bridge Wealth Advisors
California
$615K +$3.1K +10 +0.5%
GRA
4189
Golden Road Advisors
Florida
$615K +$39.8K +128 +7%
GT
4190
GreatBanc Trust
Illinois
$613K – – –
SLG
4191
Sanchez Levi Garrett
$613K +$29.2K +94 +5%
CB
4192
Cooke & Bieler
Pennsylvania
$613K – – –
RFP
4193
Roth Financial Partners
Texas
$611K – – –
AWAU
4194
Alliance Wealth Advisors (Utah)
Utah
$611K +$45.7K +147 +9%
OPWM
4195
Oxinas Partners Wealth Management
Indiana
$611K +$621 +2 +0.1%
LFGO
4196
Legacy Financial Group (Oklahoma)
Oklahoma
$611K -$6.52K -21 -1%
KFS
4197
Kelly Financial Services
Massachusetts
$610K -$73.9K -238 -11%
GC
4198
Guilbault Capital
Louisiana
$610K – – –
2WWM
4199
21 West Wealth Management
California
$609K -$1.86K -6 -0.3%
AR
4200
Apeiron RIA
Texas
$609K -$46K -148 -7%
166 167
168
169 170