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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
4551
Essential Partners
California
$239K +$49.7K +167 +28%
TCM
4552
Tran Capital Management
California
$238K -$14K -47 -6%
NBWM
4553
North Berkeley Wealth Management
California
$238K -$8.03K -27 -3%
CISOA
4554
Capital Investment Services of America
Wisconsin
$237K – – –
CEI
4555
Clark Estates Inc
New York
$237K – – –
OWCM
4556
One Wealth Capital Management
Arizona
$236K -$15.2K -51 -6%
PIA
4557
Petredis Investment Advisors
Pennsylvania
$236K +$222K +748 New
BFP
4558
Briaud Financial Planning
Texas
$236K +$8.33K +28 +4%
MFA
4559
Millington Financial Advisors
Illinois
$235K -$13.4K -45 -6%
T
4560
Tidemark
California
$235K +$5.95K +20 +3%
HPA
4561
High Probability Advisors
New York
$234K – – –
SIM
4562
Synergy Investment Management
Florida
$234K – – –
FPTW
4563
Franklin, Parlapiano, Turner & Welch
Texas
$234K – – –
ACA
4564
Aspire Capital Advisors
Washington
$233K +$220K +740 New
GCM
4565
Gator Capital Management
Florida
$233K -$49.1K -165 -18%
CCM
4566
Chaney Capital Management
Washington
$233K +$220K +739 New
RC
4567
Rahlfs Capital
Texas
$233K – – –
AWP
4568
Accretive Wealth Partners
New Jersey
$232K +$6.25K +21 +3%
PFA
4569
Providence Financial Advisors
Kansas
$231K +$218K +733 New
NWM
4570
Navigoe Wealth Management
California
$229K +$4.46K +15 +2%
GBA
4571
Garrison Bradford & Associates
New York
$229K -$52K -175 -19%
CPW
4572
Crestmont Private Wealth
Texas
$228K -$2.38K -8 -1%
BS
4573
Brighton Securities
New York
$228K -$226K -760 -51%
PFM
4574
Peak Financial Management
Massachusetts
$228K +$215K +722 New
GPW
4575
Gray Private Wealth
Massachusetts
$227K – – –
181 182
183
184 185