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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BDA
2951
Borer Denton & Associates
Pennsylvania
$350K +$384K +3,346 New
HAS
2952
Holland Advisory Services
Florida
$347K -$38.3K -334 -9%
CP
2953
Capital Planning
Washington
$347K – – –
VIM
2954
VELA Investment Management
Ohio
$346K +$174K +1,514 +84%
AG
2955
Algert Global
California
$346K +$380K +3,308 New
IGGA
2956
Iron Gate Global Advisors
Utah
$345K -$32.2K -281 -8%
PCMM
2957
Piedmont Capital Management (Montana)
Montana
$345K +$27.7K +241 +8%
WA
2958
Wealthstream Advisors
New York
$345K +$101K +884 +37%
MWPCG
2959
Measured Wealth Private Client Group
New Hampshire
$344K -$141K -1,229 -27%
KA
2960
Keene & Associates
Texas
$344K -$20.7K -180 -5%
SOW
2961
State of Wyoming
Wyoming
$344K +$38.9K +339 +11%
RC
2962
Rovin Capital
Arizona
$343K +$44.2K +385 +13%
KOC
2963
Koss-Olinger Consulting
Florida
$342K +$25K +218 +7%
MWA
2964
Motive Wealth Advisors
Michigan
$342K +$130K +1,129 +53%
BAM
2965
Bosun Asset Management
Illinois
$341K -$245K -2,133 -40%
MWM
2966
Mascoma Wealth Management
New Hampshire
$341K -$13.4K -117 -3%
VFP
2967
Verus Financial Partners
Virginia
$341K +$32.1K +280 +11%
PTC
2968
Petrus Trust Company
Texas
$341K +$120K +1,044 +47%
CWMGP
2969
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$340K -$103K -897 -22%
PI
2970
Parkside Investments
Illinois
$340K +$1.61K +14 +0.4%
AP
2971
Adero Partners
California
$340K +$26.3K +229 +9%
TWP
2972
Tower Wealth Partners
Pennsylvania
$339K +$13.1K +114 +4%
SHFP
2973
Second Half Financial Partners
Florida
$339K +$36.8K +321 +11%
SFS
2974
Solitude Financial Services
Virginia
$338K – – –
SCM
2975
Stonehearth Capital Management
Massachusetts
$338K +$20.4K +178 +6%
117 118
119
120 121