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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
2876
Legal Advantage Investments
California
$441K – – –
FAG
2877
Financial Advisory Group
Texas
$440K +$25.9K +209 +6%
PCC
2878
Park Circle Company
Maryland
$439K – – –
LWM
2879
Liberty Wealth Management
California
$438K +$11.8K +95 +3%
ES
2880
Eagle Strategies
New York
$436K -$172K -1,385 -26%
FCT
2881
First Community Trust
Iowa
$436K +$24.8K +200 +5%
RGC
2882
Roberts, Glore & Co
Illinois
$436K +$35.1K +283 +8%
CCB
2883
Cutter & Co Brokerage
Missouri
$435K +$479K +3,866 New
KL
2884
KilterHowling LLC
Colorado
$433K +$71K +573 +18%
RA
2885
Riversedge Advisors
Delaware
$433K -$12.4K -100 -3%
IFO
2886
Independent Family Office
New York
$433K -$9.29K -75 -2%
C
2887
Certuity
Florida
$432K -$182K -1,471 -28%
KCM
2888
Kathmere Capital Management
Pennsylvania
$432K +$39.2K +316 +9%
UC
2889
Unio Capital
New Jersey
$431K -$191K -1,544 -29%
LCM
2890
LCM Capital Management
Illinois
$431K – – –
MF
2891
Meridian Financial
Massachusetts
$430K +$743 +6 +0.2%
WW
2892
Westshore Wealth
California
$429K +$16.1K +130 +4%
QPW
2893
Quantum Private Wealth
Florida
$428K -$77.6K -626 -14%
RBCM
2894
Raub Brock Capital Management
California
$426K -$248K -2,000 -35%
LB
2895
Leo Brokerage
Texas
$424K -$262K -2,116 -36%
MCA
2896
Morris Capital Advisors
Pennsylvania
$422K -$22.7K -183 -5%
NED
2897
Nancy E. Dempze
$420K -$11.4K -92 -2%
SWK
2898
Stephen W. Kidder
$420K – – –
SAS
2899
Sanford Advisory Services
Michigan
$420K +$59.5K +480 +15%
KFP
2900
Keystone Financial Planning
Ohio
$420K +$462K +3,726 New
114 115
116
117 118