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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGLC
2726
Johnson Financial Group LLC (Colorado)
Colorado
$528K +$499K +3,470 New
IAP
2727
Indie Asset Partners
Indiana
$525K -$145K -1,006 -23%
CAGAS
2728
Capital Advisory Group Advisory Services
Minnesota
$522K -$14.1K -98 -3%
AI
2729
Atom Investors
Texas
$520K -$1.06M -7,345 -68%
SNBOSD
2730
Security National Bank of So Dak
Iowa
$520K -$144 -1 -0%
NED
2731
Nancy E. Dempze
$520K – – –
FNC
2732
First National Corp
Massachusetts
$519K +$3.17K +22 +0.6%
SWG
2733
Summit Wealth Group
Vermont
$518K -$2.01K -14 -0.4%
HHAM
2734
HITE Hedge Asset Management
Massachusetts
$516K – – –
FI
2735
Fosun International
China
$513K – – –
ACM
2736
Aljian Capital Management
Nevada
$510K -$39.9K -277 -8%
GC
2737
Grace Capital
Massachusetts
$507K -$49.1K -341 -9%
PCMM
2738
Piedmont Capital Management (Montana)
Montana
$506K +$20.4K +142 +5%
KOC
2739
Koss-Olinger Consulting
Florida
$506K +$479K +3,327 New
JI
2740
Jeereddi Investments
California
$502K – – –
PIA
2741
Powell Investment Advisors
Florida
$502K – – –
WFO
2742
Wealthgate Family Office
Colorado
$502K – – –
LA
2743
Legacy Advisors
Pennsylvania
$502K +$126K +875 +36%
GG
2744
Golden Green
South Carolina
$502K +$474K +3,296 New
MC
2745
Machina Capital
France
$502K +$475K +3,300 New
AWP
2746
Abacus Wealth Partners
California
$501K +$46.9K +326 +11%
CC
2747
Cadinha & Co
Hawaii
$498K +$43.2K +300 +10%
LB
2748
Leo Brokerage
Texas
$497K +$1.01K +7 +0.2%
PWS
2749
Private Wealth Strategies
Ohio
$495K – – –
GM
2750
GeoWealth Management
Illinois
$493K +$390K +2,708 +504%
108 109
110
111 112