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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
2951
West Coast Financial
California
$459K -$89K -603 -15%
AWA
2952
Aaron Wealth Advisors
Illinois
$459K -$27.2K -184 -5%
ADMI
2953
Albert D. Mason Inc
Massachusetts
$458K -$42.1K -285 -8%
PIA
2954
Powell Investment Advisors
Florida
$458K +$9.15K +62 +2%
HAIM
2955
Hunter Associates Investment Management
Pennsylvania
$457K -$299K -2,029 -38%
CSWM
2956
Cassady Schiller Wealth Management
Ohio
$457K +$47.8K +324 +11%
HCA
2957
Heck Capital Advisors
Wisconsin
$454K -$4.43K -30 -0.9%
PCMC
2958
Private Capital Management (Colorado)
Colorado
$454K +$34.2K +232 +7%
UL
2959
Unionview LLC
Washington
$453K -$1.62K -11 -0.3%
ACP
2960
Aveo Capital Partners
Colorado
$453K +$21.6K +146 +5%
TIM
2961
Tortoise Investment Management
New York
$452K +$98.9K +670 +25%
FA
2962
Forefront Analytics
Pennsylvania
$451K -$76.3K -517 -14%
PHIC
2963
Pine Haven Investment Counsel
Massachusetts
$451K +$14.8K +100 +3%
CAM
2964
Claret Asset Management
Quebec, Canada
$451K +$46.8K +317 +11%
WCP
2965
Wick Capital Partners
Pennsylvania
$450K -$55.6K -377 -10%
EWP
2966
Engrave Wealth Partners
Texas
$449K – – –
CAWM
2967
Capital Advisors Wealth Management
Washington
$448K +$91.1K +617 +23%
KAM
2968
KEB Asset Management
Illinois
$447K -$205K -1,388 -30%
CP
2969
Capital Planning
Washington
$447K -$5.02K -34 -1%
CGH
2970
CMG Global Holdings
Texas
$447K +$81K +549 +20%
KL
2971
KilterHowling LLC
Colorado
$446K +$223K +1,513 +86%
DI
2972
Diligent Investors
California
$446K +$72.6K +492 +18%
SLWS
2973
Swaine & Leidel Wealth Services
Florida
$445K +$65.7K +445 New
SHFP
2974
Second Half Financial Partners
Florida
$445K +$432K +2,926 New
RPG
2975
Resource Planning Group
Georgia
$444K +$148 +1 +0%
117 118
119
120 121