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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
2901
Moss Adams Wealth Advisors
Washington
$646K -$5.25K -35 -0.8%
TWM
2902
Tanager Wealth Management
United Kingdom
$644K +$12.3K +82 +2%
CAWM
2903
Capital Advisors Wealth Management
Washington
$643K +$38.5K +257 +6%
TC
2904
TwinBeech Capital
New York
$642K -$6.47M -43,132 -91%
DI
2905
Disciplined Investments
Oklahoma
$635K -$4.2K -28 -0.6%
CFLC
2906
California First Leasing Corp
California
$635K – – –
ECM
2907
Elgethun Capital Management
South Dakota
$634K +$150 +1 +0%
TFF
2908
The Family Firm
Maryland
$633K +$2.55K +17 +0.4%
TSWM
2909
Tyler-Stone Wealth Management
Ohio
$632K -$21.6K -144 -3%
KWS
2910
Keystone Wealth Services
California
$632K +$34.2K +228 +6%
GHA
2911
Granite Harbor Advisors
Texas
$631K +$15K +100 +2%
VWM
2912
Vigilare Wealth Management
Arizona
$631K -$73.5K -490 -10%
PA
2913
PFW Advisors
Georgia
$629K – – –
JCM
2914
Jag Capital Management
Missouri
$627K – – –
WIA
2915
World Investment Advisors
California
$627K +$31.9K +213 +5%
NRI
2916
NFP Retirement Inc
California
$626K -$27.9K -186 -4%
MTIM
2917
Marathon Trading Investment Management
Pennsylvania
$626K +$647K +4,314 New
SFM
2918
Spartan Fund Management
Canada
$625K – – –
AT
2919
Avalon Trust
New Mexico
$625K -$45K -300 -7%
HWA
2920
Hillcrest Wealth Advisors
New Jersey
$625K – – –
FNC
2921
First National Corp
Massachusetts
$625K -$6.6K -44 -1%
SDAM
2922
Shulman DeMeo Asset Management
New York
$624K -$4.8K -32 -0.7%
APA
2923
Astoria Portfolio Advisors
New York
$622K +$7.04K +47 +1%
ONST
2924
Old North State Trust
North Carolina
$621K -$3.45K -23 -0.5%
JCIA
2925
Jackson Creek Investment Advisors
Colorado
$621K +$184K +1,226 +40%
115 116
117
118 119