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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2926
Dimension Capital Management
Florida
$399K – – –
MAM
2927
Morse Asset Management
Connecticut
$399K +$439K +3,546 New
HFS
2928
Howard Financial Services
Texas
$397K +$4.21K +34 +1%
TFF
2929
The Family Firm
Maryland
$396K +$2.6K +21 +0.6%
TFA
2930
Tranquilli Financial Advisor
New Jersey
$395K +$80.2K +647 +23%
GITFIT
2931
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$394K +$61.9K +500 +17%
KBFS
2932
Kohmann Bosshard Financial Services
Ohio
$393K – – –
KA
2933
Keene & Associates
Texas
$391K -$194K -1,566 -31%
MWM
2934
MinichMacGregor Wealth Management
New York
$391K +$4.34K +35 +1%
SICM
2935
Sustainable Insight Capital Management
New York
$390K -$24.8K -200 -6%
TPW
2936
Tiller Private Wealth
Pennsylvania
$388K -$39.9K -322 -9%
CSWM
2937
Cassady Schiller Wealth Management
Ohio
$388K +$11.5K +93 +3%
MPAM
2938
Murphy Pohlad Asset Management
Minnesota
$387K +$88.6K +715 +26%
M1FG
2939
Mach-1 Financial Group
Arkansas
$387K +$395K +3,191 +1,276%
TA
2940
TrueWealth Advisors
Alabama
$385K +$2.97K +24 +0.7%
CIA
2941
Cascade Investment Advisors
Oregon
$384K – – –
IAG
2942
Investment Advisory Group
Massachusetts
$384K -$149K -1,205 -26%
KAM
2943
KEB Asset Management
Illinois
$383K +$15.2K +123 +4%
HHAM
2944
HITE Hedge Asset Management
Massachusetts
$382K – – –
ADMI
2945
Albert D. Mason Inc
Massachusetts
$382K +$4.34K +35 +1%
MWM
2946
Mascoma Wealth Management
New Hampshire
$381K -$5.7K -46 -1%
CAGAS
2947
Capital Advisory Group Advisory Services
Minnesota
$380K -$29.1K -235 -7%
AWM
2948
Atticus Wealth Management
Florida
$380K -$3.35K -27 -0.8%
FCM
2949
Fourpath Capital Management
Oklahoma
$380K +$24.8K +200 +6%
MAG
2950
Mayfair Advisory Group
Alabama
$379K +$10.8K +87 +3%
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