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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPAM
3076
Murphy Pohlad Asset Management
Minnesota
$431K – – –
RC
3077
Reik & Co
New York
$431K – – –
FWP
3078
Firethorn Wealth Partners
Georgia
$431K +$447K +2,720 New
AR
3079
Apeiron RIA
Texas
$431K +$447K +2,721 New
RF
3080
Robbins Farley
New Hampshire
$430K -$131K -796 -23%
MSWMA
3081
Market Street Wealth Management Advisors
Indiana
$430K -$82.1K -500 -16%
TA
3082
Trellis Advisors
Washington
$430K -$8.21K -50 -2%
AW
3083
Avion Wealth
Texas
$430K – – –
CC
3084
Capital Counsel
New York
$430K – – –
DSAM
3085
Dock Street Asset Management
Florida
$430K – – –
SAM
3086
Sycomore Asset Management
France
$428K – – –
BFAG
3087
Blackston Financial Advisory Group
Florida
$428K +$444K +2,703 New
LFG
3088
Lazard Frères Gestion
France
$428K +$706K +4,298 +331%
ASFA
3089
All Season Financial Advisors
Colorado
$427K -$8.05K -49 -2%
MAM
3090
Marotta Asset Management
Virginia
$425K – – –
ML
3091
Mayport LLC
Massachusetts
$424K +$440K +2,677 New
GFPC
3092
Global Financial Private Client
Florida
$423K +$59K +359 +16%
CAWM
3093
Capital Advisors Wealth Management
Washington
$423K -$27.6K -168 -6%
AWS
3094
Arkfeld Wealth Strategies
Nebraska
$421K -$48.4K -295 -11%
TIM
3095
Tortoise Investment Management
New York
$419K -$236K -1,438 -35%
PCM
3096
Pennsylvania Capital Management
Pennsylvania
$419K – – –
AIA
3097
AIMZ Investment Advisors
California
$418K – – –
TI
3098
Truepoint Inc
Ohio
$417K +$45.5K +277 +12%
AWM
3099
Altus Wealth Management
Kentucky
$415K +$1.15K +7 +0.3%
UFA
3100
US Financial Advisors
Massachusetts
$414K +$13.8K +84 +3%
122 123
124
125 126