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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3001
Hourglass Capital
Texas
$426K – – –
WBCM
3002
Wilson & Boucher Capital Management
California
$424K – – –
TF
3003
Trek Financial
Arizona
$424K +$17.7K +120 +4%
FG
3004
Foster Group
Iowa
$421K +$14K +95 +3%
VFP
3005
Verus Financial Partners
Virginia
$420K -$1.92K -13 -0.4%
CCMW
3006
Cypress Capital Management (Wyoming)
Wyoming
$419K -$196K -1,330 -30%
CQS
3007
Credential Qtrade Securities
$417K -$468K -3,173 -51%
AWM
3008
Aevitas Wealth Management
Massachusetts
$416K -$21.1K -143 -4%
IAG
3009
Investmark Advisory Group
Connecticut
$416K +$2.95K +20 +0.7%
CRIG
3010
Charter Research & Investment Group
Connecticut
$416K +$3.1K +21 +0.7%
CL
3011
CIM LLC
New York
$414K -$60.1K -407 -12%
PDM
3012
Penn Davis McFarland
Texas
$413K -$42.2K -286 -9%
JLBC
3013
J.L. Bainbridge & Co
Florida
$413K +$78.1K +529 +21%
NPPM
3014
North Point Portfolio Managers
Ohio
$412K – – –
AIS
3015
American Investment Services
Massachusetts
$411K – – –
GITFIT
3016
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$409K +$443K +3,000 New
OKSA
3017
O'Keefe Stevens Advisory
New York
$408K – – –
ACA
3018
Ackerman Capital Advisors
Texas
$407K – – –
SDH
3019
Sloy Dahl & Holst
Washington
$406K -$80.6K -546 -15%
MCM
3020
Monument Capital Management
Virginia
$404K -$498K -3,376 -53%
IAP
3021
Indie Asset Partners
Indiana
$403K +$23.2K +157 +6%
KW
3022
KWB Wealth
California
$401K – – –
CWM
3023
Cahaba Wealth Management
Georgia
$401K +$117K +790 +31%
CCC
3024
Chelsea Counsel Company
California
$400K -$220K -1,489 -34%
KOC
3025
Koss-Olinger Consulting
Florida
$400K -$49K -332 -10%
119 120
121
122 123