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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
2976
James J. Burns & Company
New York
$471K +$4.18K +33 +0.9%
PCMM
2977
Piedmont Capital Management (Montana)
Montana
$471K +$30K +237 +7%
CL
2978
CSS LLC
Illinois
$469K -$4.52M -35,652 -91%
SWM
2979
Shelton Wealth Management
Texas
$468K -$29.1K -230 -6%
HIA
2980
HTG Investment Advisors
Connecticut
$467K +$442K +3,486 New
AG
2981
Advocate Group
Minnesota
$467K +$61.3K +484 +16%
ADMI
2982
Albert D. Mason Inc
Massachusetts
$467K +$11.4K +90 +3%
VPP
2983
Vertex Planning Partners
Illinois
$467K +$441K +3,479 New
FCM
2984
Firestone Capital Management
Florida
$464K -$12.5K -99 -3%
PPW
2985
Pasadena Private Wealth
California
$463K -$20.8K -164 -5%
GSIAS
2986
Garden State Investment Advisory Services
New Jersey
$463K +$438K +3,453 New
AWM
2987
Aevitas Wealth Management
Massachusetts
$462K +$1.27K +10 +0.3%
MPAM
2988
Murphy Pohlad Asset Management
Minnesota
$461K – – –
TIA
2989
Tandem Investment Advisors
South Carolina
$460K +$101K +798 +30%
C
2990
CEDRUS
Colorado
$459K +$6.59K +52 +2%
IFO
2991
Independent Family Office
New York
$459K – – –
KL
2992
KilterHowling LLC
Colorado
$459K -$55K -434 -11%
CIA
2993
Cascade Investment Advisors
Oregon
$458K – – –
FSC
2994
Full Sail Capital
Oklahoma
$458K +$77.4K +611 +22%
DA
2995
Drake & Associates
Wisconsin
$457K +$84.9K +670 +24%
KAM
2996
KEB Asset Management
Illinois
$456K -$10.3K -81 -2%
NIC
2997
Northwest Investment Counselors
Oregon
$456K -$22.4K -177 -5%
CL
2998
CIM LLC
New York
$456K -$14.3K -113 -3%
HHAM
2999
HITE Hedge Asset Management
Massachusetts
$455K – – –
FA
3000
Forefront Analytics
Pennsylvania
$455K +$3.42K +27 +0.8%
118 119
120
121 122