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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2676
PRW Wealth Management
Massachusetts
$447K – – –
LAI
2677
Legal Advantage Investments
California
$447K +$393K +3,520 New
WAM
2678
WNY Asset Management
New York
$446K +$392K +3,508 New
SC
2679
Saturna Capital
Washington
$445K +$391K +3,501 New
HIS
2680
Harvest Investment Services
Illinois
$444K +$9.84K +88 +3%
SAM
2681
Summit Asset Management
Tennessee
$444K +$14.1K +126 +4%
FWSM
2682
First Wilshire Securities Management
California
$443K -$28.7K -257 -7%
TIM
2683
Total Investment Management
Arizona
$440K -$4.58K -41 -1%
DW
2684
Domani Wealth
Pennsylvania
$438K -$43.4K -388 -10%
CCT
2685
Capital City Trust
Florida
$435K -$63.2K -565 -14%
EA
2686
Elm Advisors
California
$434K -$58.1K -520 -13%
SNBOSD
2687
Security National Bank of So Dak
Iowa
$434K -$4.25K -38 -1%
NED
2688
Nancy E. Dempze
$434K – – –
SWG
2689
Summit Wealth Group
Vermont
$434K – – –
RCM
2690
Requisite Capital Management
Texas
$433K -$206K -1,839 -35%
HHAM
2691
HITE Hedge Asset Management
Massachusetts
$431K – – –
FNC
2692
First National Corp
Massachusetts
$430K +$5.81K +52 +2%
PIM
2693
Profit Investment Management
Maryland
$428K -$761K -6,810 -67%
AWM
2694
Aprio Wealth Management
Georgia
$427K -$1.02M -9,124 -73%
RWMH
2695
Riverpoint Wealth Management Holdings
Illinois
$423K +$1.45K +13 +0.4%
EPA
2696
Element Pointe Advisors
Florida
$421K +$11.2K +100 +3%
JI
2697
Jeereddi Investments
California
$419K – – –
PIA
2698
Powell Investment Advisors
Florida
$419K – – –
WFO
2699
Wealthgate Family Office
Colorado
$419K +$368K +3,295 New
FNBOMD
2700
First National Bank of Mount Dora
Florida
$419K +$369K +3,299 New
106 107
108
109 110