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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ICA
3001
Infrastructure Capital Advisors
New York
$322K +$354K +3,083 New
CW
3002
Cook Wealth
North Carolina
$321K – – –
CCMW
3003
Cypress Capital Management (Wyoming)
Wyoming
$321K – – –
PDM
3004
Penn Davis McFarland
Texas
$320K – – –
I2I
3005
Insight 2811 Inc
Illinois
$320K +$69.3K +604 +25%
RPG
3006
Resource Planning Group
Georgia
$319K – – –
CAWM
3007
Capital Advisors Wealth Management
Washington
$318K -$14.7K -128 -4%
WIA
3008
World Investment Advisors
California
$318K -$7.8K -68 -2%
WCM
3009
Washburn Capital Management
Florida
$317K -$8.26K -72 -2%
SICM
3010
Sustainable Insight Capital Management
New York
$316K -$41.8K -364 -11%
CCM
3011
Crabel Capital Management
California
$316K +$347K +3,027 New
HCA
3012
Heck Capital Advisors
Wisconsin
$315K +$5.85K +51 +2%
PP
3013
Patron Partners
Texas
$315K -$12.3K -107 -3%
HWM
3014
Howard Wealth Management
Connecticut
$315K +$347K +3,022 New
RF
3015
Resolute Financial
Massachusetts
$314K -$23K -200 -6%
DOA
3016
D'Orazio & Associates
Virginia
$314K +$107K +933 +45%
PFO
3017
PMC FIG Opportunities
Israel
$314K -$803K -7,000 -70%
OKSA
3018
O'Keefe Stevens Advisory
New York
$313K -$16.6K -145 -5%
IIM
3019
InTrack Investment Management
Vermont
$313K -$12.5K -109 -4%
RIA
3020
Richwood Investment Advisors
Ohio
$313K – – –
TA
3021
Tectonic Advisors
Texas
$313K +$78.5K +684 +30%
AG
3022
Advocate Group
Minnesota
$313K +$99.3K +865 +41%
FWM
3023
FSA Wealth Management
Massachusetts
$313K +$343K +2,991 New
ACA
3024
Ackerman Capital Advisors
Texas
$312K – – –
SDH
3025
Sloy Dahl & Holst
Washington
$311K – – –
119 120
121
122 123