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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2951
Hayden Royal
North Carolina
$328K -$695K -4,431 -69%
HWM
2952
HFR Wealth Management
New York
$328K -$22.6K -144 -7%
KC
2953
Knuff & Co
California
$328K +$3.92K +25 +1%
CCM
2954
Chickasaw Capital Management
Tennessee
$327K – – –
TI
2955
Telemetry Investments
New York
$327K – – –
PCTC
2956
Perkins Coie Trust Company
Washington
$326K -$12.2K -78 -4%
NWA
2957
New World Advisors
Massachusetts
$324K -$1.92M -12,269 -87%
MLFP
2958
MPS Loria Financial Planners
Illinois
$324K – – –
PSC
2959
Prentiss Smith & Co
Vermont
$323K – – –
BSSFA
2960
Baron Silver Stevens Financial Advisors
Florida
$321K -$286K -1,824 -48%
DGI
2961
Disciplined Growth Investors
Minnesota
$320K -$22.4K -143 -7%
EWA
2962
ERTS Wealth Advisors
Michigan
$320K +$157 +1 +0.1%
BFS
2963
Bickling Financial Services
Massachusetts
$319K -$220K -1,405 -42%
SL
2964
Salomon & Ludwin
Virginia
$319K +$305K +1,948 New
MSFP
2965
Mark Sheptoff Financial Planning
Connecticut
$318K +$78.5K +501 +35%
UH
2966
Unigestion Holding
Switzerland
$317K -$1.01M -6,465 -77%
HWA
2967
Hilltop Wealth Advisors
North Carolina
$317K -$31.4K -200 -9%
RFP
2968
Roth Financial Partners
Texas
$316K – – –
TWM
2969
Triton Wealth Management
Arizona
$314K -$784 -5 -0.3%
WFA
2970
Wellspring Financial Advisors
Ohio
$312K – – –
DFA
2971
DHJJ Financial Advisors
Illinois
$311K -$314 -2 -0.1%
NA
2972
Navellier & Associates
Nevada
$311K – – –
PWC
2973
PYA Waltman Capital
Tennessee
$310K -$69.6K -444 -19%
TC
2974
Tacita Capital
Ontario, Canada
$310K – – –
RIM
2975
Rockbridge Investment Management
New York
$310K +$627 +4 +0.2%
117 118
119
120 121