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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3001
Hamilton Capital
Ohio
$287K -$19.8K -126 -6%
EA
3002
Ellsworth Advisors
Ohio
$287K +$157 +1 +0.1%
PAA
3003
Peregrine Asset Advisers
Oregon
$285K – – –
CWM
3004
Curi Wealth Management
North Carolina
$285K +$157 +1 +0.1%
OWA
3005
Opal Wealth Advisors
New York
$284K -$40.4K -257 -12%
AAM
3006
Ameraudi Asset Management
New York
$282K +$285K +1,816 New
HA
3007
Harborview Advisors
Maine
$281K +$314 +2 +0.1%
PC
3008
Prairiewood Capital
North Dakota
$280K – – –
KFS
3009
Kurt F. Somerville
$280K +$31.4K +200 +12%
TCM
3010
Tradewinds Capital Management
Washington
$279K -$3.14K -20 -1%
FDS
3011
Freedom Day Solutions
Texas
$279K +$7.38K +47 +3%
CIM
3012
Confluence Investment Management
Missouri
$278K -$198K -1,263 -41%
BWCS
3013
Beirne Wealth Consulting Services
Connecticut
$277K – – –
SAF
3014
Smith Anglin Financial
Texas
$276K -$2.36K -15 -0.8%
T
3015
TOBAM
France
$275K +$66.9K +426 +32%
TCOK
3016
Trust Company of Kansas
Kansas
$275K +$278K +1,767 New
BWM
3017
BCS Wealth Management
Tennessee
$274K +$9.42K +60 +4%
LD
3018
Lipe & Dalton
New York
$273K – – –
PA
3019
Parkside Advisors
California
$273K – – –
WCM
3020
Wallace Capital Management
Texas
$273K – – –
GB
3021
Goepper Burkhardt
South Carolina
$273K +$157 +1 +0.1%
TWP
3022
Treybourne Wealth Planners
Indiana
$273K +$39.3K +250 +17%
HIM
3023
Hanlon Investment Management
New Jersey
$272K -$7.54K -48 -3%
CYG
3024
Clean Yield Group
Vermont
$272K +$5.5K +35 +2%
SWP
3025
ShoreHaven Wealth Partners
New Jersey
$271K -$176K -1,123 -39%
119 120
121
122 123