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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
4251
Gill Capital Partners
Colorado
$573K +$24.8K +80 +5%
QC
4252
Quantessence Capital
New York
$572K +$542K +1,746 New
RIP
4253
RAM Investment Partners
Washington
$570K +$50.9K +164 +10%
AWMG
4254
ADG Wealth Management Group
Louisiana
$568K +$1.86K +6 +0.3%
SIM
4255
Sterling Investment Management
Arizona
$568K -$144K -463 -21%
GCM
4256
Gallacher Capital Management
Colorado
$568K +$256K +823 +90%
SAM
4257
Sequent Asset Management
Texas
$567K +$35.1K +113 +7%
KFS
4258
Kurt F. Somerville
$567K – – –
EMC
4259
Everest Management Corp
California
$566K +$18.9K +61 +4%
FAM
4260
Flaharty Asset Management
Florida
$566K -$612K -1,970 -54%
YWM
4261
Yoder Wealth Management
California
$565K +$2.79K +9 +0.5%
CWA
4262
Clarus Wealth Advisors
Arizona
$565K -$38.5K -124 -7%
SCA
4263
Sage Capital Advisors
South Dakota
$565K -$7.14K -23 -1%
PFA
4264
Pathway Financial Advisors
Vermont
$564K +$56.8K +183 +12%
RIM
4265
Rockbridge Investment Management
New York
$564K -$53.1K -171 -9%
MWM
4266
Momentous Wealth Management
Washington
$564K +$20.2K +65 +4%
TA
4267
Townsend & Associates
Colorado
$563K – – –
BGA
4268
Battery Global Advisors
Massachusetts
$563K +$311 +1 +0.1%
IWP
4269
Innova Wealth Partners
Pennsylvania
$562K -$18.9K -61 -3%
DC
4270
Defender Capital
North Carolina
$562K – – –
WAG
4271
Wallace Advisory Group
California
$562K -$9.01K -29 -2%
SA
4272
Scarborough Advisors
Maryland
$562K -$2.91M -9,378 -84%
HFRG
4273
Houlihan Financial Resource Group
Virginia
$561K – – –
BC
4274
BDFS Capital
Delaware
$561K +$532K +1,713 New
KL
4275
KWMG LLC
Kansas
$561K -$3.42K -11 -0.6%
169 170
171
172 173