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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
4726
E6 Portfolios
Utah
$278K +$17K +56 +6%
PFM
4727
Patton Fund Management
Texas
$277K -$7.04M -23,182 -96%
G
4728
Gainplan
Michigan
$277K +$11.2K +37 +4%
WH
4729
Whitcomb & Hess
Ohio
$276K -$9.11K -30 -3%
TF
4730
Theory Financial
Colorado
$276K – – –
CP
4731
Capital Planning
Washington
$276K +$17K +56 +6%
IFS
4732
Integrated Financial Solutions
Virginia
$276K +$30.3K +100 +12%
HSWS
4733
Higgins & Schmidt Wealth Strategies
Colorado
$275K -$6.68K -22 -2%
FS
4734
Ferguson Shapiro
Georgia
$275K +$1.21K +4 +0.4%
KCM
4735
Kennedy Capital Management
Missouri
$274K -$1.82K -6 -0.6%
SFAM
4736
Sawyer Falduto Asset Management
Illinois
$272K +$137K +450 +95%
WPWM
4737
Western Pacific Wealth Management
Illinois
$271K – – –
LOAMU
4738
Lombard Odier Asset Management (USA)
New York
$271K +$280K +922 New
LAA
4739
Liberty Atlantic Advisors
Texas
$270K +$7.89K +26 +3%
AC
4740
Avant Capital
Louisiana
$270K +$1.52K +5 +0.5%
MF
4741
Manuka Financial
Virginia
$270K – – –
NWA
4742
Northwest Wealth Advisors
Washington
$270K – – –
CMMS
4743
Comprehensive Money Management Services
Florida
$270K – – –
TNAM
4744
Terra Nova Asset Management
New York
$269K -$2.55M -8,394 -90%
MAA
4745
Mraz Amerine & Associates
California
$268K +$303 +1 +0.1%
GCM
4746
Gallacher Capital Management
Colorado
$268K -$41.6K -137 -13%
UI
4747
Unconventional Investor
New Hampshire
$268K -$303 -1 -0.1%
HCRE
4748
Hoya Capital Real Estate
Connecticut
$268K – – –
HC
4749
Hoese & Co
Minnesota
$268K -$121K -400 -31%
CI
4750
Carroll Investors
South Carolina
$267K +$276K +909 New
188 189
190
191 192