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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2926
Granite Harbor Advisors
Texas
$540K +$54.9K +401 +11%
MJRIC
2927
Mogy Joel R Investment Counsel
California
$540K – – –
IAG
2928
Investmark Advisory Group
Connecticut
$537K -$25.9K -189 -4%
NG
2929
Northstar Group
New York
$535K -$137 -1 -0%
OAM
2930
Oberweis Asset Management
Illinois
$533K +$411 +3 +0.1%
HG
2931
Harbor Group
New Hampshire
$533K +$55.5K +405 +11%
BRA
2932
Bender Robert & Associates
California
$531K -$7.67K -56 -1%
FRA
2933
Frank Rimerman Advisors
California
$531K – – –
KWS
2934
Keystone Wealth Services
California
$529K +$17.3K +126 +3%
FA
2935
Financial Advisors
Massachusetts
$529K – – –
BOSSRA
2936
B.O.S.S. Retirement Advisors
Utah
$528K +$163K +1,190 +42%
SFG
2937
Sunburst Financial Group
Alabama
$527K -$21K -153 -4%
GSC
2938
Grey Street Capital
Illinois
$526K +$553K +4,034 New
CWM
2939
Cranbrook Wealth Management
Michigan
$523K +$162K +1,180 +42%
KWM
2940
Kaydan Wealth Management
Michigan
$522K +$8.36K +61 +2%
SLG
2941
Stanley-Laman Group
Pennsylvania
$521K – – –
PFO
2942
PMC FIG Opportunities
Israel
$521K +$548K +4,000 New
EA
2943
Ellsworth Advisors
Ohio
$521K +$117K +853 +27%
DAM
2944
Derbend Asset Management
Georgia
$519K -$31.8K -232 -6%
AMCA
2945
Arthur M. Cohen & Associates
Illinois
$519K +$137 +1 +0%
HWM
2946
Hassell Wealth Management
Louisiana
$518K – – –
MWM
2947
Mascoma Wealth Management
New Hampshire
$518K +$78K +569 +18%
TWM
2948
Tanager Wealth Management
United Kingdom
$518K -$188K -1,370 -26%
TSS
2949
Thomas Story & Son
Indiana
$517K – – –
MIOT
2950
Massachusetts Institute of Technology
Massachusetts
$516K +$543K +3,960 New
116 117
118
119 120