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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2776
Stevens Capital Management
Pennsylvania
$470K +$444K +3,088 New
POIA
2777
Pin Oak Investment Advisors
Texas
$465K +$3.6K +25 +0.8%
OKSA
2778
O'Keefe Stevens Advisory
New York
$464K – – –
CIM
2779
Confluence Investment Management
Missouri
$464K +$36.1K +251 +9%
CC
2780
Capital Counsel
New York
$463K – – –
DJYG
2781
David J. Yvars Group
Florida
$462K +$54.8K +381 +14%
CRIG
2782
Charter Research & Investment Group
Connecticut
$461K – – –
BWM
2783
BT Wealth Management
Georgia
$460K -$21.3K -148 -5%
SC
2784
Sierra Capital
Florida
$459K +$434K +3,016 New
KCM
2785
Kathmere Capital Management
Pennsylvania
$457K -$6.19K -43 -1%
NPPM
2786
North Point Portfolio Managers
Ohio
$457K +$13.4K +93 +3%
PCM
2787
Pennsylvania Capital Management
Pennsylvania
$455K -$57.5K -400 -12%
HC
2788
Hourglass Capital
Texas
$455K – – –
AWAP
2789
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$454K -$144 -1 -0%
AWS
2790
Arkfeld Wealth Strategies
Nebraska
$450K -$78.4K -545 -16%
CCA
2791
Column Capital Advisors
Indiana
$449K -$4.6K -32 -1%
TFA
2792
Teamwork Financial Advisors
Texas
$449K +$32.9K +229 +8%
TS
2793
Tamar Securities
California
$448K +$6.91K +48 +2%
PCMK
2794
Paragon Capital Management (Kansas)
Kansas
$448K +$93.5K +650 +28%
AIS
2795
American Investment Services
Massachusetts
$447K – – –
GFPC
2796
Global Financial Private Client
Florida
$445K -$55.5K -386 -12%
AC
2797
Avenir Corporation
Virginia
$445K -$23.6K -164 -5%
GAM
2798
Gemmer Asset Management
California
$445K -$11.4K -79 -3%
SLWS
2799
Swaine & Leidel Wealth Services
Florida
$445K +$25.2K +175 +6%
PWM
2800
Praetorian Wealth Management
California
$445K +$43.2K +300 +11%
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112
113 114