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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OKSA
2851
O'Keefe Stevens Advisory
New York
$686K +$35.7K +238 +5%
GG
2852
GenWealth Group
New Jersey
$686K – – –
WCM
2853
Wedge Capital Management
North Carolina
$686K – – –
FFWM
2854
Future Financial Wealth Management
Ohio
$686K +$94K +627 +15%
RWI
2855
Red Wave Investments
Pennsylvania
$684K – – –
KCM
2856
Kathmere Capital Management
Pennsylvania
$682K +$166K +1,110 +31%
WAM
2857
Weinberger Asset Management
California
$682K -$150 -1 -0%
PAG
2858
Paladin Advisory Group
Iowa
$681K -$13K -87 -2%
SFP
2859
Sweet Financial Partners
Minnesota
$681K -$17.7K -118 -2%
BIA
2860
Benchmark Investment Advisors
Illinois
$680K +$13.9K +93 +2%
RCM
2861
Requisite Capital Management
Texas
$680K – – –
SPI
2862
Sutton Place Investors
New York
$680K +$6.3K +42 +0.9%
HIS
2863
Harvest Investment Services
Illinois
$679K +$460K +3,066 +189%
EWA
2864
ERTS Wealth Advisors
Michigan
$678K -$450 -3 -0.1%
DAM
2865
Diamant Asset Management
Connecticut
$677K – – –
GWSG
2866
GPS Wealth Strategies Group
Colorado
$677K -$33.3K -222 -5%
AGWCA
2867
Annis Gardner Whiting Capital Advisors
Florida
$677K +$700K +4,667 New
FPGK
2868
Financial Partners Group (Kansas)
Kansas
$676K +$19K +127 +3%
SC
2869
Sierra Capital
Florida
$675K -$378K -2,519 -35%
GC
2870
Garde Capital
Washington
$675K -$374K -2,496 -35%
CSWG
2871
Cardinal Strategic Wealth Guidance
Kentucky
$674K – – –
PHIC
2872
Pine Haven Investment Counsel
Massachusetts
$672K -$56.2K -375 -7%
LRIA
2873
Leonard Rickey Investment Advisors
Washington
$671K +$15.7K +105 +2%
PWS
2874
Private Wealth Strategies
Ohio
$671K -$11.2K -75 -2%
HC
2875
Hamilton Capital
Ohio
$670K -$35.1K -234 -5%
113 114
115
116 117