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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
B
3126
Barings
North Carolina
$441K -$67.4K -490 -14%
MWPCG
3127
Measured Wealth Private Client Group
New Hampshire
$441K -$2.75K -20 -0.7%
CW
3128
Cook Wealth
North Carolina
$440K +$32.3K +235 +9%
TFP
3129
Triune Financial Partners
Kansas
$440K +$176K +1,282 +74%
TCWA
3130
Ten Capital Wealth Advisors
Washington
$439K +$258K +1,875 +163%
HKAM
3131
Horizon Kinetics Asset Management
New York
$439K +$35.3K +257 +9%
SLA
3132
Silver Lake Advisory
Utah
$439K +$42.6K +310 +11%
SIAG
3133
Safeguard Investment Advisory Group
California
$438K +$81.4K +592 +24%
AW
3134
Avion Wealth
Texas
$437K +$34.7K +252 +9%
CIA
3135
Cape Investment Advisory
Georgia
$437K +$23K +167 +6%
HP
3136
Hilltop Partners
Indiana
$437K +$41.5K +302 +11%
ACM
3137
Alethea Capital Management
Washington
$436K +$68.8K +500 +20%
QOP
3138
Quinn Opportunity Partners
Virginia
$436K +$413K +3,000 New
ACA
3139
Ackerman Capital Advisors
Texas
$434K -$14.9K -108 -3%
FA
3140
Fountainhead AM
New Jersey
$433K +$10.5K +76 +3%
CRIG
3141
Charter Research & Investment Group
Connecticut
$432K +$13.8K +100 +3%
WCWM
3142
Willow Creek Wealth Management
California
$431K +$54.3K +395 +15%
BW
3143
Basepoint Wealth
Iowa
$431K +$9.63K +70 +2%
W
3144
WealthOne
New York
$428K +$40.7K +296 +11%
GGI
3145
Godsey & Gibb Inc
Virginia
$425K +$14.4K +105 +4%
AC
3146
Avenir Corporation
Virginia
$425K – – –
BDFN
3147
Bond & Devick Financial Network
Minnesota
$425K – – –
MCM
3148
Magnolia Capital Management
New York
$425K – – –
SAM
3149
Sequent Asset Management
Texas
$424K +$275 +2 +0.1%
HI
3150
Harrington Investments
California
$424K -$4.13K -30 -1%
124 125
126
127 128