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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
2651
Cherry Creek Investment Advisors
Colorado
$778K -$155K -1,048 -16%
CSWG
2652
Cardinal Strategic Wealth Guidance
Kentucky
$778K -$51.7K -350 -6%
PGA
2653
Portland Global Advisors
Maine
$776K – – –
HI
2654
Humankind Investments
New York
$776K +$74.4K +504 +10%
RRA
2655
Round Rock Advisors
Connecticut
$773K +$836K +5,667 New
WH
2656
Willner & Heller
California
$770K -$26.4K -179 -4%
FFA
2657
Freedman Financial Associates
Massachusetts
$769K – – –
D
2658
Diversified
Delaware
$766K +$8.27K +56 +1%
TCM
2659
Tributary Capital Management
Nebraska
$765K -$36.9K -250 -4%
LCP
2660
Legacy Capital Partners
Wisconsin
$762K +$11.1K +75 +1%
FC
2661
Financial Consulate
Maryland
$762K +$22.1K +150 +3%
SFP
2662
Sweet Financial Partners
Minnesota
$760K +$504K +3,412 +158%
CRWM
2663
Castle Rock Wealth Management
California
$753K -$64.2K -435 -7%
RW
2664
Rede Wealth
Virginia
$753K +$5.31K +36 +0.7%
WAC
2665
William Allan Corp
Colorado
$752K -$4.28K -29 -0.5%
5SA
2666
5th Street Advisors
Connecticut
$752K +$2.95K +20 +0.4%
ME
2667
McIlrath & Eck
Washington
$752K +$25.2K +171 +3%
CWS
2668
Cypress Wealth Services
California
$751K -$11.1K -75 -1%
GIP
2669
Greatmark Investment Partners
Georgia
$751K +$31K +210 +4%
KIG
2670
Kowal Investment Group
Wisconsin
$751K +$142K +962 +21%
FSG
2671
Financial Strategies Group
Michigan
$750K +$135K +916 +20%
HIG
2672
Heritage Investment Group
Florida
$749K -$3.69K -25 -0.5%
PCM
2673
Perritt Capital Management
Illinois
$749K – – –
CA
2674
CGN Advisors
Kansas
$747K +$83K +562 +11%
DCM
2675
Deuterium Capital Management
Florida
$746K -$456K -3,090 -36%
105 106
107
108 109