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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2951
Adams Wealth Management
Utah
$324K – – –
JRCM
2952
Jones Road Capital Management
New York
$323K -$271K -1,725 -45%
CCA
2953
Clearwater Capital Advisors
Illinois
$322K -$11.6K -74 -3%
SAM
2954
Shikiar Asset Management
New York
$322K – – –
PCTC
2955
Perkins Coie Trust Company
Washington
$322K +$44.9K +286 +16%
RWMH
2956
Riverpoint Wealth Management Holdings
Illinois
$321K -$40.7K -259 -11%
CCA
2957
Conestoga Capital Advisors
Pennsylvania
$321K – – –
NC
2958
NovaPoint Capital
Georgia
$321K – – –
I2I
2959
Insight 2811 Inc
Illinois
$321K +$7.22K +46 +2%
AIM
2960
Arcadia Investment Management
Michigan
$320K -$561K -3,575 -63%
NEPPG
2961
New England Professional Planning Group
Rhode Island
$317K -$18.2K -116 -6%
FAN
2962
Financial Advisors Network
California
$316K -$17.3K -110 -5%
DPI
2963
Diversified Portfolios Inc
Michigan
$315K -$12.9K -82 -4%
KOMWMG
2964
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$314K +$63.5K +404 +25%
KBFS
2965
Kohmann Bosshard Financial Services
Ohio
$313K -$4.55K -29 -1%
KW
2966
KWB Wealth
California
$313K – – –
DBRC
2967
D.B. Root & Company
Pennsylvania
$312K -$70.4K -448 -18%
CCIA
2968
Campbell & Co Investment Adviser
Maryland
$311K -$518K -3,300 -62%
TI
2969
Telemetry Investments
New York
$311K -$1.57K -10 -0.5%
CCM
2970
Chickasaw Capital Management
Tennessee
$311K – – –
CI
2971
Clal Insurance
Israel
$311K +$314K +2,000 New
WCWM
2972
Willow Creek Wealth Management
California
$309K +$21.2K +135 +7%
MLFP
2973
MPS Loria Financial Planners
Illinois
$308K -$110K -699 -26%
VC
2974
Veery Capital
Delaware
$308K -$15.4K -98 -5%
KC
2975
Knuff & Co
California
$308K – – –
117 118
119
120 121