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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2926
Dimension Capital Management
Florida
$483K -$2.81K -19 -0.5%
KCM
2927
Kathmere Capital Management
Pennsylvania
$480K +$76.6K +519 +17%
FCM
2928
Firestone Capital Management
Florida
$479K – – –
TDC
2929
Thompson Davis & Co
Virginia
$479K +$153K +1,036 +42%
SWM
2930
Shelton Wealth Management
Texas
$478K +$1.33K +9 +0.3%
LRIA
2931
Leonard Rickey Investment Advisors
Washington
$478K +$50.2K +340 +11%
TFF
2932
The Family Firm
Maryland
$477K +$2.51K +17 +0.5%
HFS
2933
Howard Financial Services
Texas
$476K -$780K -5,282 -60%
WF
2934
Wayfinding Financial
Washington
$476K +$48K +325 +9%
KBFS
2935
Kohmann Bosshard Financial Services
Ohio
$476K +$217K +1,470 +73%
FA
2936
Fermata Advisors
California
$473K -$73.5K -498 -13%
IWA
2937
IVC Wealth Advisors
Pennsylvania
$472K +$83.8K +568 +20%
PPW
2938
Pasadena Private Wealth
California
$469K -$614K -4,161 -55%
MWM
2939
MinichMacGregor Wealth Management
New York
$469K – – –
BFA
2940
Buttonwood Financial Advisors
Maryland
$469K +$259K +1,752 +104%
CAM
2941
CenterStar Asset Management
Illinois
$468K – – –
CAGAS
2942
Capital Advisory Group Advisory Services
Minnesota
$467K -$3.84M -25,996 -88%
SFS
2943
Solitude Financial Services
Virginia
$467K -$68.3K -463 -12%
MWM
2944
Mascoma Wealth Management
New Hampshire
$467K +$129K +871 +34%
CIA
2945
Cascade Investment Advisors
Oregon
$465K +$5.9K +40 +1%
SIS
2946
Sound Income Strategies
Florida
$465K -$5.76K -39 -1%
DU
2947
Delphia (USA)
Ontario, Canada
$464K +$152K +1,030 +43%
AWM
2948
Atticus Wealth Management
Florida
$463K +$28.2K +191 +6%
HHAM
2949
HITE Hedge Asset Management
Massachusetts
$462K – – –
CL
2950
COWA LLC
Oklahoma
$460K -$97.6K -661 -16%
116 117
118
119 120