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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2726
Robbins Farley
New Hampshire
$397K +$349K +3,121 New
IFO
2727
Independent Family Office
New York
$395K +$11.2K +100 +3%
JC
2728
Jentner Corp
Ohio
$393K -$5.7K -51 -2%
AC
2729
Avenir Corporation
Virginia
$392K – – –
SC
2730
Sepio Capital
Utah
$390K -$160K -1,433 -32%
WIA
2731
World Investment Advisors
California
$388K -$112 -1 -0%
BFM
2732
Boothbay Fund Management
New York
$388K +$341K +3,050 New
KCM
2733
Kathmere Capital Management
Pennsylvania
$387K +$5.48K +49 +2%
CC
2734
Capital Counsel
New York
$386K – – –
LWM
2735
Liberty Wealth Management
California
$386K +$28.5K +255 +9%
CRIG
2736
Charter Research & Investment Group
Connecticut
$385K – – –
HA
2737
HC Advisors
Georgia
$385K +$1.01K +9 +0.3%
POIA
2738
Pin Oak Investment Advisors
Texas
$385K +$13.1K +117 +4%
AWM
2739
Aevitas Wealth Management
Massachusetts
$385K +$41.8K +374 +14%
AFAS
2740
Acorn Financial Advisory Services
Virginia
$384K +$4.81K +43 +1%
FSC
2741
Full Sail Capital
Oklahoma
$383K +$326K +2,914 New
FBB
2742
Fulton Breakefield Broenniman
Maryland
$382K -$56.2K -503 -14%
GAM
2743
Gemmer Asset Management
California
$382K +$112 +1 +0%
MWM
2744
Mascoma Wealth Management
New Hampshire
$382K +$336K +3,007 New
OKSA
2745
O'Keefe Stevens Advisory
New York
$381K – – –
HC
2746
Hourglass Capital
Texas
$380K – – –
ACA
2747
Ackerman Capital Advisors
Texas
$379K -$335K -3,000 -50%
W
2748
WealthOne
New York
$379K -$12.7K -114 -4%
AWAP
2749
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$379K +$333K +2,981 New
CC
2750
Cadinha & Co
Hawaii
$378K -$678K -6,070 -67%
108 109
110
111 112