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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2726
Symphony Financial Services
Ohio
$1.35M +$1.29M +6,575 New
APF
2727
Alaska Permanent Fund
Alaska
$1.35M -$1.34M -6,832 -52%
HWA
2728
HHM Wealth Advisors
Tennessee
$1.34M +$60K +307 +5%
DPIM
2729
Duff & Phelps Investment Management
Illinois
$1.34M -$5.22M -26,721 -80%
PFA
2730
Pathway Financial Advisors
Vermont
$1.34M – – –
CI
2731
CAZ Investments
Texas
$1.33M – – –
CA
2732
Centerpoint Advisors
Massachusetts
$1.33M -$7.23K -37 -0.6%
CCG
2733
Coastwise Capital Group
California
$1.33M -$87.6K -448 -6%
HCP
2734
Hexagon Capital Partners
Arkansas
$1.33M +$27.2K +139 +2%
OFS
2735
Orrstown Financial Services
Pennsylvania
$1.33M +$14.3K +73 +1%
BCG
2736
BayBridge Capital Group
California
$1.33M +$22.1K +113 +2%
NPFS
2737
Novak & Powell Financial Services
Florida
$1.33M -$34K -174 -3%
KFS
2738
Keynote Financial Services
Connecticut
$1.32M – – –
SWM
2739
Sterling Wealth Management
Illinois
$1.32M – – –
FA
2740
Forefront Analytics
Pennsylvania
$1.32M +$639K +3,271 +101%
TA
2741
TFB Advisors
Kansas
$1.32M +$346K +1,772 +37%
CF
2742
Clarity Financial
Texas
$1.31M -$2.74K -14 -0.2%
MSWM
2743
McGlone Suttner Wealth Management
Wisconsin
$1.31M -$194K -993 -11%
EBA
2744
Eagle Bay Advisors
New York
$1.31M +$82.9K +424 +7%
LF
2745
Lantz Financial
Illinois
$1.31M -$1.37K -7 -0.1%
BFG
2746
Berger Financial Group
Minnesota
$1.31M -$1.56K -8 -0.1%
PCM
2747
Prelude Capital Management
New York
$1.31M -$79.4K -406 -6%
CAWM
2748
Capital Advisors Wealth Management
Washington
$1.3M +$286K +1,465 +29%
GCS
2749
Gordian Capital (Singapore)
Singapore
$1.3M -$84.1K -430 -6%
LSA
2750
Lion Street Advisors
Texas
$1.3M -$17.2K -88 -1%
108 109
110
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