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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2651
Profit Investment Management
Maryland
$918K -$32.8K -219 -3%
CA
2652
CapWealth Advisors
Tennessee
$916K -$12K -80 -1%
DIA
2653
Davidson Investment Advisors
Montana
$914K +$248K +1,654 +36%
MAC
2654
Mason & Associates (California)
California
$914K -$361K -2,410 -28%
GC
2655
GFG Capital
Florida
$913K -$3.75K -25 -0.4%
LF
2656
Lantz Financial
Illinois
$910K +$6K +40 +0.6%
RPWA
2657
Regent Peak Wealth Advisors
Georgia
$910K +$39.7K +265 +4%
BAM
2658
BOS Asset Management
Illinois
$908K +$1.05K +7 +0.1%
ARC
2659
Advisor Resource Council
Texas
$908K +$111K +742 +13%
JF
2660
Joule Financial
Kentucky
$908K +$154K +1,028 +20%
HWA
2661
HHM Wealth Advisors
Tennessee
$908K -$32.8K -219 -3%
GIM
2662
Greylin Investment Management
Virginia
$906K -$75K -500 -7%
GIP
2663
Greatmark Investment Partners
Georgia
$906K – – –
CAM
2664
Cubic Asset Management
Massachusetts
$906K -$204K -1,360 -18%
AWM
2665
Aprio Wealth Management
Georgia
$905K +$309K +2,061 +49%
FG
2666
Foster Group
Iowa
$904K -$28.5K -190 -3%
SC
2667
Solstein Capital
California
$904K – – –
SWM
2668
Shakespeare Wealth Management
Wisconsin
$901K – – –
PIAS
2669
PCA Investment Advisory Services
Ohio
$900K +$750 +5 +0.1%
ME
2670
McIlrath & Eck
Washington
$899K -$1.5K -10 -0.2%
PA
2671
PSI Advisors
Florida
$897K -$373K -2,489 -29%
MCA
2672
Millennium Capital Advisors
Arkansas
$896K -$7.5K -50 -0.8%
BFG
2673
Berger Financial Group
Minnesota
$896K +$6.15K +41 +0.7%
SAM
2674
Summit Asset Management
Tennessee
$893K +$45K +300 +5%
BCM
2675
Barden Capital Management
Texas
$889K +$17.4K +116 +2%
105 106
107
108 109