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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
2751
Tandem Investment Advisors
South Carolina
$511K -$13.5K -86 -3%
TC
2752
Truvestments Capital
Florida
$511K +$1.41K +9 +0.3%
OFA
2753
Oak Family Advisors
Illinois
$510K +$157 +1 +0%
AWM
2754
Aevitas Wealth Management
Massachusetts
$509K -$2.67K -17 -0.5%
IFO
2755
Independent Family Office
New York
$508K -$134K -854 -22%
NWA
2756
Navis Wealth Advisors
New York
$507K -$312K -1,987 -39%
AGA
2757
Accuvest Global Advisors
Utah
$507K +$97.4K +621 +26%
LWA
2758
Lenox Wealth Advisors
New York
$503K -$24.5K -156 -5%
CC
2759
Cadinha & Co
Hawaii
$503K -$19K -121 -4%
CM
2760
Columbus Macro
Pennsylvania
$503K -$7.37K -47 -2%
ACM
2761
Aljian Capital Management
Nevada
$502K -$31.4K -200 -6%
AWA
2762
Aaron Wealth Advisors
Illinois
$502K +$22.3K +142 +5%
TA
2763
TrueWealth Advisors
Alabama
$500K -$26.2K -167 -5%
LC
2764
Landaas & Company
Wisconsin
$499K -$423K -2,697 -47%
NPPM
2765
North Point Portfolio Managers
Ohio
$499K +$7.84K +50 +2%
SVCP
2766
Silicon Valley Capital Partners
California
$499K +$39.2K +250 +9%
CAM
2767
Claret Asset Management
Quebec, Canada
$498K -$23.5K -150 -5%
CICI
2768
Capital Investment Counsel Inc
North Carolina
$498K – – –
WCG
2769
Weaver Consulting Group
California
$497K +$21.5K +137 +5%
CRIG
2770
Charter Research & Investment Group
Connecticut
$496K – – –
MC
2771
Matisse Capital
Oregon
$496K +$8.62K +55 +2%
TCM
2772
Tuttle Capital Management
Connecticut
$495K +$216K +1,380 +84%
ESCM
2773
Echo Street Capital Management
New York
$493K -$379K -2,419 -45%
MAG
2774
MRA Advisory Group
New Jersey
$493K +$2.19K +14 +0.5%
AIS
2775
American Investment Services
Massachusetts
$493K +$2.82K +18 +0.6%
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111
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