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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2726
Perritt Capital Management
Illinois
$724K -$4.31K -34 -0.6%
IIA
2727
Integral Investment Advisors
California
$722K +$30.5K +241 +5%
AWM
2728
Avaii Wealth Management
Wisconsin
$721K +$26K +205 +4%
ES
2729
Eagle Strategies
New York
$719K +$4.18K +33 +0.6%
CCM
2730
Carlson Capital Management
Minnesota
$718K -$9.76K -77 -1%
HFA
2731
High Falls Advisors
New York
$717K -$251K -1,982 -27%
BFA
2732
Buttonwood Financial Advisors
Maryland
$716K -$39.8K -314 -6%
TWM
2733
Tanager Wealth Management
United Kingdom
$716K +$423K +3,342 +167%
TCM
2734
Tributary Capital Management
Nebraska
$716K -$12.7K -100 -2%
BDF
2735
Black Diamond Financial
Maryland
$711K +$127 +1 +0%
RW
2736
Rede Wealth
Virginia
$709K -$31.3K -247 -4%
CAM
2737
Cidel Asset Management
Ontario, Canada
$707K -$28.1K -222 -4%
BCG
2738
Breakwater Capital Group
New Jersey
$706K +$667K +5,263 New
TFM
2739
TFC Financial Management
Massachusetts
$704K -$101K -801 -13%
TSS
2740
Two Sigma Securities
New York
$703K -$5.15M -40,636 -89%
WDA
2741
Wendell David Associates
New Hampshire
$703K -$19K -150 -3%
AWMG
2742
Alliance Wealth Management Group
New Jersey
$703K +$7.86K +62 +1%
HWA
2743
HHM Wealth Advisors
Tennessee
$700K +$72.1K +569 +12%
HWA
2744
Heartwood Wealth Advisors
Virginia
$700K -$13.9K -110 -2%
ISWM
2745
Independent Solutions Wealth Management
New York
$700K +$55.5K +438 +9%
HI
2746
Humankind Investments
New York
$699K -$80.8K -638 -11%
BC
2747
Belmont Capital
California
$698K – – –
DIA
2748
Davidson Investment Advisors
Montana
$696K -$332K -2,618 -34%
TIM
2749
Tortoise Investment Management
New York
$696K +$127 +1 +0%
IHL
2750
Investment House LLC
California
$695K +$1.9K +15 +0.3%
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