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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
4326
Orgel Wealth Management
Wisconsin
$274K -$5.61K -22 -2%
AAM
4327
Auxier Asset Management
Oregon
$274K – – –
SA
4328
Skyline Advisors
Washington
$273K -$76.2K -299 -21%
SCM
4329
Stonehearth Capital Management
Massachusetts
$273K – – –
PC
4330
Prairiewood Capital
North Dakota
$273K -$24K -94 -8%
WCM
4331
Warburton Capital Management
Oklahoma
$273K +$284K +1,115 New
JSA
4332
Jim Saulnier & Associates
Colorado
$273K +$510 +2 +0.2%
PWP
4333
Parkwoods Wealth Partners
New York
$272K – – –
SCB
4334
Saudi Central Bank
Saudi Arabia
$272K +$282K +1,108 New
STFP
4335
Signal Tree Financial Partners
Ohio
$271K +$20.4K +80 +8%
NA
4336
Nautilus Advisors
California
$271K -$5.1K -20 -2%
WF
4337
Warner Financial
Maryland
$271K +$282K +1,106 New
UOTTAIMCU
4338
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$271K +$33.9K +133 +14%
TFA
4339
TPG Financial Advisors
Oregon
$270K -$12.2K -48 -4%
ECAM
4340
East Coast Asset Management
Massachusetts
$270K +$11.2K +44 +4%
MCIA
4341
Mountain Capital Investment Advisors
Colorado
$269K -$7.65K -30 -3%
CMS
4342
Capital Market Strategies
Florida
$268K -$287K -1,127 -51%
ARG
4343
Advisory Resource Group
Oklahoma
$268K -$30.3K -119 -10%
MPW
4344
MA Private Wealth
California
$268K – – –
SFM
4345
Stack Financial Management
Montana
$268K +$23.7K +93 +9%
PWM
4346
Parkshore Wealth Management
California
$268K -$12.2K -48 -4%
MAA
4347
Mraz Amerine & Associates
California
$267K +$15K +59 +6%
DA
4348
Dash Acquisitions
California
$267K -$8.16K -32 -3%
LPFG
4349
Landing Point Financial Group
Ohio
$267K -$10.7K -42 -4%
NA
4350
Novus Advisors
South Carolina
$266K -$4.33K -17 -2%
172 173
174
175 176