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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
2576
Leonard Rickey Investment Advisors
Washington
$290K +$28K +285 +10%
IFO
2577
Independent Family Office
New York
$289K – – –
GAM
2578
Gemmer Asset Management
California
$289K +$98 +1 +0%
KCM
2579
Kathmere Capital Management
Pennsylvania
$288K -$111K -1,133 -27%
HC
2580
Hourglass Capital
Texas
$288K – – –
OKSA
2581
O'Keefe Stevens Advisory
New York
$288K – – –
PFT
2582
Providence First Trust
Arizona
$286K -$2.26M -22,988 -89%
SG
2583
Strid Group
Pennsylvania
$286K – – –
AFAS
2584
Acorn Financial Advisory Services
Virginia
$285K -$947K -9,645 -76%
BCB
2585
Brian C. Broderick
$285K -$19.6K -200 -6%
PEA
2586
Pacific Edge Advisors
California
$284K – – –
AIS
2587
American Investment Services
Massachusetts
$283K – – –
DSAM
2588
Dock Street Asset Management
Florida
$283K – – –
QCMC
2589
Quantum Capital Management (California)
California
$281K -$55.9K -569 -16%
APC
2590
Aspire Private Capital
North Carolina
$281K +$194K +1,977 +210%
POIA
2591
Pin Oak Investment Advisors
Texas
$280K +$13.2K +134 +5%
DA
2592
Detalus Advisors
Missouri
$280K +$16.4K +167 +6%
CIM
2593
Confluence Investment Management
Missouri
$279K – – –
IGGA
2594
Iron Gate Global Advisors
Utah
$277K -$46.1K -469 -14%
MAG
2595
Mayfair Advisory Group
Alabama
$276K +$44.5K +453 +19%
NC
2596
NovaPoint Capital
Georgia
$276K +$50.9K +518 +22%
EWP
2597
Engrave Wealth Partners
Texas
$275K -$144K -1,462 -34%
AWM
2598
Altus Wealth Management
Kentucky
$275K -$11.4K -116 -4%
WR
2599
Watson Rebecca
$275K – – –
CWM
2600
Cranbrook Wealth Management
Michigan
$273K – – –
102 103
104
105 106