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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
W
4476
WPWealth
Texas
$427K +$12.1K +39 +3%
SCM
4477
Sage Capital Management
New Jersey
$426K +$1.24K +4 +0.3%
RCM
4478
Richardson Capital Management
Wisconsin
$426K -$2.48K -8 -0.6%
PCM
4479
Praxis Capital Management
Illinois
$426K -$610K -1,963 -60%
PCC
4480
Park Circle Company
Maryland
$426K – – –
KFG
4481
Kelly Financial Group
Connecticut
$425K -$2.17K -7 -0.5%
R
4482
Rebalance
California
$424K +$18.9K +61 +5%
CPA
4483
Cathy Pareto & Associates
Florida
$423K +$1.86K +6 +0.5%
AU
4484
AlphaGrep UK
$423K -$932K -3,000 -70%
LGW
4485
Leslie Global Wealth
Illinois
$422K -$3.42K -11 -0.8%
RPA
4486
Rock Point Advisors
Vermont
$422K – – –
WFA
4487
Websterrogers Financial Advisors
South Carolina
$422K – – –
AFS
4488
Axiom Financial Strategies
Indiana
$422K +$5.59K +18 +1%
MSF
4489
Mustard Seed Financial
Arkansas
$421K – – –
HA
4490
Heartland Advisors
Wisconsin
$421K – – –
OWM
4491
Orgel Wealth Management
Wisconsin
$420K +$27K +87 +7%
RWM
4492
Rialto Wealth Management
New York
$420K +$30.1K +97 +8%
LAMC
4493
Longview Asset Management (California)
California
$419K -$14.9K -48 -4%
AAS
4494
AdviceOne Advisory Services
Connecticut
$418K +$311 +1 +0.1%
HI
4495
Human Investing
Oregon
$418K +$932 +3 +0.2%
CWA
4496
Cascade Wealth Advisors
Washington
$418K – – –
HBS
4497
Howard Bailey Securities
Indiana
$418K -$25.2K -81 -6%
CPA
4498
Clear Point Advisors
New York
$416K -$45.1M -145,120 -99%
SWM
4499
SFG Wealth Management
Maryland
$415K -$78.3K -252 -17%
QP
4500
Quartz Partners
New York
$415K +$26.7K +86 +7%
178 179
180
181 182