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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
2651
Cardinal Strategic Wealth Guidance
Kentucky
$778K -$51.7K -350 -6%
PGA
2652
Portland Global Advisors
Maine
$776K – – –
HI
2653
Humankind Investments
New York
$776K +$74.4K +504 +10%
RRA
2654
Round Rock Advisors
Connecticut
$773K +$836K +5,667 New
WH
2655
Willner & Heller
California
$770K -$26.4K -179 -4%
FFA
2656
Freedman Financial Associates
Massachusetts
$769K – – –
D
2657
Diversified
Delaware
$766K +$8.27K +56 +1%
TCM
2658
Tributary Capital Management
Nebraska
$765K -$36.9K -250 -4%
LCP
2659
Legacy Capital Partners
Wisconsin
$762K +$11.1K +75 +1%
FC
2660
Financial Consulate
Maryland
$762K +$22.1K +150 +3%
SFP
2661
Sweet Financial Partners
Minnesota
$760K +$504K +3,412 +158%
CRWM
2662
Castle Rock Wealth Management
California
$753K -$64.2K -435 -7%
RW
2663
Rede Wealth
Virginia
$753K +$5.31K +36 +0.7%
WAC
2664
William Allan Corp
Colorado
$752K -$4.28K -29 -0.5%
5SA
2665
5th Street Advisors
Connecticut
$752K +$2.95K +20 +0.4%
ME
2666
McIlrath & Eck
Washington
$752K +$25.2K +171 +3%
CWS
2667
Cypress Wealth Services
California
$751K -$11.1K -75 -1%
GIP
2668
Greatmark Investment Partners
Georgia
$751K +$31K +210 +4%
KIG
2669
Kowal Investment Group
Wisconsin
$751K +$142K +962 +21%
FSG
2670
Financial Strategies Group
Michigan
$750K +$135K +916 +20%
HIG
2671
Heritage Investment Group
Florida
$749K -$3.69K -25 -0.5%
PCM
2672
Perritt Capital Management
Illinois
$749K – – –
CA
2673
CGN Advisors
Kansas
$747K +$83K +562 +11%
DCM
2674
Deuterium Capital Management
Florida
$746K -$456K -3,090 -36%
TCOO
2675
Trust Company of Oklahoma
Oklahoma
$746K – – –
105 106
107
108 109