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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3001
Hourglass Capital
Texas
$495K +$20.5K +125 +4%
WBCM
3002
Wilson & Boucher Capital Management
California
$493K +$511K +3,111 New
IFO
3003
Independent Family Office
New York
$492K – – –
NWA
3004
Navis Wealth Advisors
New York
$492K +$2.3K +14 +0.5%
TI
3005
Tidal Investments
Wisconsin
$491K -$5.66M -34,483 -92%
PCMC
3006
Private Capital Management (Colorado)
Colorado
$491K +$67.3K +410 +15%
WCG
3007
Weaver Consulting Group
California
$490K +$9.69K +59 +2%
SL
3008
Summitry LLC
California
$488K +$506K +3,083 New
AWMF
3009
Arbor Wealth Management (Florida)
Florida
$487K +$74.4K +453 +17%
SRSA
3010
S.R. Schill & Associates
Washington
$486K -$168K -1,021 -25%
B
3011
Bridgeworth
Alabama
$486K +$92.1K +561 +22%
CICI
3012
Capital Investment Counsel Inc
North Carolina
$482K – – –
SA
3013
Sicart Associates
New York
$482K +$500K +3,043 New
UIA
3014
Ulland Investment Advisors
Minnesota
$482K +$500K +3,043 New
IWP
3015
Insight Wealth Partners
Texas
$481K +$498K +3,035 New
CRIG
3016
Charter Research & Investment Group
Connecticut
$480K – – –
MAG
3017
MRA Advisory Group
New Jersey
$480K +$3.45K +21 +0.7%
RWA
3018
Redmont Wealth Advisors
Illinois
$480K +$498K +3,030 New
IAG
3019
Investmark Advisory Group
Connecticut
$480K +$499K +3,036 New
CSWM
3020
Cassady Schiller Wealth Management
Ohio
$479K +$497K +3,028 New
NPPM
3021
North Point Portfolio Managers
Ohio
$478K -$4.93K -30 -1%
PC
3022
Permit Capital
Pennsylvania
$477K -$23.2K -141 -4%
AIS
3023
American Investment Services
Massachusetts
$477K – – –
KCM
3024
Kathmere Capital Management
Pennsylvania
$476K -$191K -1,164 -28%
AWM
3025
Avondale Wealth Management
Texas
$475K -$345K -2,100 -41%
119 120
121
122 123