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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
2476
Southeast Asset Advisors
Georgia
$392K +$64.6K +681 +20%
CAM
2477
Claret Asset Management
Quebec, Canada
$389K -$6.17K -65 -2%
MAM
2478
Mark Asset Management
New York
$389K -$1.23K -13 -0.3%
FP
2479
Fiduciary Planning
Florida
$389K – – –
KCM
2480
Kathmere Capital Management
Pennsylvania
$388K +$392K +4,128 New
ISWM
2481
Independent Solutions Wealth Management
New York
$387K +$24.2K +255 +7%
AAMC
2482
Asset Allocation & Management Company
Illinois
$386K -$4.55K -48 -1%
RBCM
2483
Raub Brock Capital Management
California
$386K +$142K +1,500 +58%
FDS
2484
Freedom Day Solutions
Texas
$385K +$14.6K +154 +4%
GHAM
2485
Gilman Hill Asset Management
Connecticut
$384K +$28.5K +300 +8%
B
2486
Bridgeworth
Alabama
$383K -$2.28K -24 -0.6%
SSW
2487
Smith Shellnut Wilson
Mississippi
$383K -$1.42K -15 -0.4%
TI
2488
Truehand Inc
New Hampshire
$383K – – –
NG
2489
Northstar Group
New York
$383K +$49.1K +518 +15%
FMP
2490
Financial Management Professionals
Texas
$381K +$151K +1,594 +65%
MWM
2491
Merriman Wealth Management
Washington
$380K -$212K -2,238 -36%
AWM
2492
Atticus Wealth Management
Florida
$380K -$7.78K -82 -2%
SLG
2493
Stanley-Laman Group
Pennsylvania
$379K +$382K +4,031 New
SAM
2494
S.A. Mason
Michigan
$378K -$9.01K -95 -2%
EI
2495
Ellevest Inc
New York
$378K +$117K +1,236 +44%
NERM
2496
New England Research & Management
Illinois
$378K +$382K +4,023 New
OHS
2497
Odey Holdings (Switzerland)
Switzerland
$376K +$38K +400 +11%
TWM
2498
Titus Wealth Management
California
$376K +$70.8K +746 +23%
RCA
2499
Reitz Capital Advisors
Michigan
$376K +$143K +1,509 +61%
TFF
2500
The Family Firm
Maryland
$375K -$220K -2,318 -37%
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