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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3001
Aevitas Wealth Management
Massachusetts
$341K -$2.85K -23 -0.8%
PCMM
3002
Piedmont Capital Management (Montana)
Montana
$341K +$116K +933 +44%
NPPM
3003
North Point Portfolio Managers
Ohio
$340K – – –
PWC
3004
PYA Waltman Capital
Tennessee
$340K +$80.9K +653 +28%
WAOI
3005
Wealth Advisors of Iowa
Iowa
$340K +$106K +856 +40%
AIS
3006
American Investment Services
Massachusetts
$339K – – –
EA
3007
Ellsworth Advisors
Ohio
$338K +$60.6K +489 +19%
HPWM
3008
High Pines Wealth Management
Massachusetts
$337K -$3.25M -26,200 -90%
RIA
3009
Richwood Investment Advisors
Ohio
$337K +$30.4K +245 +9%
RWA
3010
Redmont Wealth Advisors
Illinois
$336K -$82.9K -669 -18%
ACA
3011
Ackerman Capital Advisors
Texas
$336K – – –
SDH
3012
Sloy Dahl & Holst
Washington
$336K – – –
HCA
3013
Heck Capital Advisors
Wisconsin
$334K -$45.5K -367 -11%
SOW
3014
State of Wyoming
Wyoming
$333K -$419K -3,382 -53%
MCM
3015
Monument Capital Management
Virginia
$333K -$743 -6 -0.2%
KW
3016
KWB Wealth
California
$332K +$51.7K +417 +16%
BA
3017
Bridge Advisory
California
$331K -$35.2K -284 -9%
GAM
3018
Gemmer Asset Management
California
$331K +$1.98K +16 +0.5%
CCC
3019
Chelsea Counsel Company
California
$330K – – –
AGA
3020
Arkos Global Advisors
Texas
$330K +$363K +2,927 New
OQS
3021
Occudo Quantitative Strategies
Florida
$329K -$814K -6,566 -69%
SWM
3022
Sendero Wealth Management
Texas
$329K -$99.7K -805 -22%
AC
3023
Avenir Corporation
Virginia
$329K – – –
MCM
3024
Magnolia Capital Management
New York
$329K – – –
MSFP
3025
Mark Sheptoff Financial Planning
Connecticut
$328K +$56K +452 +18%
119 120
121
122 123