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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1576
BFSG LLC
California
$4.12M +$295K +1,798 +7%
B
1577
Brightworth
Georgia
$4.12M +$781K +4,755 +22%
PWS
1578
Peterson Wealth Services
Utah
$4.11M +$4.26M +25,960 New
HCM
1579
Hengehold Capital Management
Ohio
$4.11M -$27.8K -169 -0.6%
PGWM
1580
Parisi Gray Wealth Management
New Jersey
$4.11M +$21K +128 +0.5%
CA
1581
Claro Advisors
Massachusetts
$4.1M +$124K +757 +3%
MGP
1582
Metis Global Partners
California
$4.1M +$4.25M +25,882 New
PHS
1583
Pekin Hardy Strauss
Illinois
$4.1M +$148K +899 +4%
PFO
1584
Pathstone Family Office
New Jersey
$4.1M +$225K +1,368 +6%
CWA
1585
Canvas Wealth Advisors
Kansas
$4.1M +$16.6K +101 +0.4%
IAS
1586
IMA Advisory Services
Colorado
$4.09M +$166K +1,008 +4%
JC
1587
JB Capital
Connecticut
$4.09M -$402K -2,446 -9%
AFA
1588
Arlington Financial Advisors
California
$4.09M -$112K -685 -3%
FBFS
1589
First Business Financial Services
Wisconsin
$4.09M +$96.6K +588 +2%
PP
1590
PDS Planning
Ohio
$4.08M -$21.3K -130 -0.5%
CWM
1591
Chesapeake Wealth Management
Virginia
$4.08M +$2.96K +18 +0.1%
MVA
1592
Mount Vernon Associates
Maryland
$4.08M -$28.7K -175 -0.7%
NIM
1593
Nicollet Investment Management
Minnesota
$4.07M -$83.8K -510 -2%
AIS
1594
AM Investment Strategies
Tennessee
$4.07M +$26.6K +162 +0.6%
CBA
1595
Coastal Bridge Advisors
Connecticut
$4.07M +$345K +2,098 +9%
CFMC
1596
Curbstone Financial Management Corp
New Hampshire
$4.07M +$89K +542 +2%
YIH
1597
Y-Intercept (HK)
Hong Kong
$4.07M -$192K -1,169 -4%
FAP
1598
Financial Advisory Partners
Florida
$4.06M +$4.21M +25,631 New
CAAS
1599
Capital Asset Advisory Services
Michigan
$4.06M -$111K -677 -3%
FCMT
1600
Founders Capital Management (Texas)
Texas
$4.05M -$113K -686 -3%
62 63
64
65 66