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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
2551
Waypoint Wealth Counsel
Georgia
$920K +$870K +6,864 New
TAIM
2552
TD Ameritrade Investment Management
Nebraska
$920K -$260K -2,049 -23%
V
2553
ViaWealth
Kansas
$920K +$848K +6,695 New
NCM
2554
Northside Capital Management
Oregon
$919K +$16.1K +127 +2%
ETH
2555
Exos TFP Holdings
New York
$917K +$527K +4,159 +155%
PVM
2556
Palogic Value Management
Texas
$915K +$865K +6,824 New
ACM
2557
AlphaStar Capital Management
North Carolina
$913K -$29.4K -232 -3%
GIM
2558
Greylin Investment Management
Virginia
$912K – – –
WC
2559
Winmill & Co
New Hampshire
$912K – – –
PIC
2560
Portland Investment Counsel
Ontario, Canada
$909K – – –
LJHT
2561
Laurie J. Hall Trustee
$907K -$19K -150 -2%
RWPA
2562
Richard W. Paul & Associates
Michigan
$907K +$857K +6,760 New
SHFA
2563
SC&H Financial Advisors
Maryland
$906K -$17K -134 -2%
WCA
2564
Waypoint Capital Advisors
Minnesota
$894K +$48.3K +381 +6%
RW
2565
REDW Wealth
New Mexico
$894K +$10K +79 +1%
FC
2566
Financial Council
Maryland
$893K – – –
RPWA
2567
Regent Peak Wealth Advisors
Georgia
$890K +$66.5K +525 +9%
AGAM
2568
Audent Global Asset Management
California
$889K -$1.68M -13,243 -67%
LAM
2569
L2 Asset Management
Massachusetts
$888K +$96.5K +762 +13%
HC
2570
Hamilton Capital
Ohio
$887K +$398K +3,138 +90%
RB
2571
Rodgers Brothers
Pennsylvania
$886K – – –
NFA
2572
Northern Financial Advisors
Michigan
$884K +$900K +7,101 New
CA
2573
CapWealth Advisors
Tennessee
$883K +$28.5K +225 +4%
GAM
2574
Gould Asset Management
California
$882K +$9.5K +75 +1%
AWM
2575
AllSquare Wealth Management
New York
$880K – – –
101 102
103
104 105