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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2776
Columbus Macro
Pennsylvania
$486K -$7.7K -49 -2%
AWM
2777
Aevitas Wealth Management
Massachusetts
$486K +$32.4K +206 +7%
TC
2778
Truvestments Capital
Florida
$484K -$497K -3,165 -50%
OFA
2779
Oak Family Advisors
Illinois
$484K +$157 +1 +0%
DCM
2780
Driehaus Capital Management
Illinois
$484K +$488K +3,110 New
VFP
2781
Verus Financial Partners
Virginia
$479K +$81.7K +520 +19%
SAM
2782
Synergy Asset Management
Washington
$478K +$483K +3,073 New
SIS
2783
Sound Income Strategies
Florida
$477K +$214K +1,365 +80%
CICI
2784
Capital Investment Counsel Inc
North Carolina
$473K +$40.8K +260 +9%
CRIG
2785
Charter Research & Investment Group
Connecticut
$471K – – –
POIA
2786
Pin Oak Investment Advisors
Texas
$470K -$4.71K -30 -1%
NPPM
2787
North Point Portfolio Managers
Ohio
$467K – – –
KCM
2788
Kathmere Capital Management
Pennsylvania
$467K +$314 +2 +0.1%
WG
2789
Winton Group
United Kingdom
$467K +$471K +3,001 New
MAG
2790
MRA Advisory Group
New Jersey
$466K -$20.7K -132 -4%
OKSA
2791
O'Keefe Stevens Advisory
New York
$466K – – –
AWAP
2792
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$466K +$2.98K +19 +0.6%
AIS
2793
American Investment Services
Massachusetts
$466K +$9.11K +58 +2%
HC
2794
Hourglass Capital
Texas
$465K – – –
ACA
2795
Ackerman Capital Advisors
Texas
$464K -$393K -2,500 -46%
BWM
2796
BT Wealth Management
Georgia
$464K -$5.5K -35 -1%
TS
2797
Tamar Securities
California
$464K +$6.13K +39 +1%
MC
2798
Matisse Capital
Oregon
$463K +$11.8K +75 +3%
FG
2799
Foster Group
Iowa
$463K +$18.4K +117 +4%
MGWM
2800
Marks Group Wealth Management
Minnesota
$462K +$18.1K +115 +4%
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112
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