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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
3026
D'Orazio & Associates
Virginia
$271K +$97.5K +622 +60%
SIP
3027
Stoneridge Investment Partners
Pennsylvania
$268K +$257K +1,637 New
PFA
3028
Pinnacle Family Advisors
Missouri
$266K -$49.1K -313 -16%
HFM
3029
Harvest Fund Management
China
$266K – – –
CPC
3030
Cookson Peirce & Co
Pennsylvania
$266K +$470 +3 +0.2%
TIAM2
3031
Tru Independence Asset Management 2
Oregon
$266K +$17.1K +109 +7%
WRM
3032
Weybosset Research & Management
Rhode Island
$266K +$19.6K +125 +8%
ZCA
3033
Zeke Capital Advisors
Pennsylvania
$266K +$255K +1,625 New
HC
3034
Hoese & Co
Minnesota
$265K – – –
LIG
3035
Lokken Investment Group
Delaware
$265K +$10.7K +68 +4%
BWA
3036
BlueSky Wealth Advisors
North Carolina
$264K – – –
NCP
3037
NexWave Capital Partners
New York
$264K – – –
MGAM
3038
McGowan Group Asset Management
Texas
$264K +$46.4K +296 +23%
KC
3039
Kinloch Capital
Virginia
$263K -$17.2K -110 -6%
FC
3040
FCA Corp
Texas
$263K – – –
CSIA
3041
Charles Schwab Investment Advisory
California
$263K +$252K +1,607 New
HCM
3042
Horiko Capital Management
New York
$262K – – –
MGIA
3043
Matthew Goff Investment Advisor
Texas
$262K – – –
MPW
3044
MA Private Wealth
California
$260K +$784 +5 +0.3%
CFO
3045
CVA Family Office
Colorado
$259K -$830K -5,296 -66%
MAM
3046
Marquette Asset Management
Minnesota
$259K +$3.76K +24 +2%
RSVP
3047
Ramsay Stattman Vela & Price
Colorado
$256K – – –
SSWG
3048
Seven Springs Wealth Group
Tennessee
$256K – – –
BCA
3049
Biltmore Capital Advisors
New Jersey
$255K -$1.1K -7 -0.4%
AMG
3050
Asset Management Group
Connecticut
$253K -$92K -587 -27%
120 121
122
123 124