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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOK
4751
Trust Company of Kansas
Kansas
$290K – – –
EAM
4752
Everstar Asset Management
North Carolina
$290K -$264K -853 -49%
PWA
4753
Principia Wealth Advisory
Texas
$289K +$5.88K +19 +2%
MCIA
4754
Mountain Capital Investment Advisors
Colorado
$288K -$11.1K -36 -4%
LAA
4755
Liberty Atlantic Advisors
Texas
$288K +$276K +893 New
ACA
4756
AllStreet Capital Advisors
California
$288K +$276K +893 New
AWP
4757
Accretive Wealth Partners
New Jersey
$287K +$48.6K +157 +21%
CP
4758
Capital Planning
Washington
$287K – – –
SIM
4759
Sims Investment Management
Ohio
$287K -$26K -84 -9%
AU
4760
AlphaGrep UK
$287K +$276K +891 New
AWM
4761
Adams Wealth Management
Utah
$287K -$929 -3 -0.3%
AWA
4762
Archvest Wealth Advisors
California
$286K +$16.7K +54 +6%
EP
4763
E6 Portfolios
Utah
$286K +$275K +888 New
GK
4764
Graney & King
New York
$286K +$310 +1 +0.1%
T
4765
Tableaux
Massachusetts
$286K -$759K -2,451 -73%
SP
4766
Saranac Partners
$284K -$8.08M -26,086 -97%
MKW
4767
Mullaney, Keating & Wright
Connecticut
$284K – – –
WCP
4768
Wick Capital Partners
Pennsylvania
$284K -$217K -701 -44%
GHI
4769
Gross & Hartman Investments
Pennsylvania
$284K +$272K +880 New
PA
4770
Prosperity Advisers
Pennsylvania
$283K +$272K +879 New
TF
4771
Theory Financial
Colorado
$283K +$1.24K +4 +0.4%
FNWM
4772
Financial Network Wealth Management
Utah
$282K – – –
IWMO
4773
Integrated Wealth Management (Ohio)
Ohio
$282K +$271K +874 New
AFO
4774
Arrowroot Family Office
California
$282K -$80.2K -259 -23%
GCS
4775
Gordian Capital (Singapore)
Singapore
$282K -$310K -1,000 -53%
189 190
191
192 193