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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
3151
Kraematon Investment Advisors
Massachusetts
$350K +$2.41K +19 +0.7%
PPWM
3152
PFG Private Wealth Management
Florida
$350K +$2.53K +20 +0.8%
SAM
3153
Synergy Asset Management
Washington
$350K -$3.76M -29,685 -92%
UCB
3154
United Community Bank
South Carolina
$350K +$1.9K +15 +0.6%
MA
3155
MKT Advisors
California
$349K +$18.8K +148 +6%
ICM
3156
Intrepid Capital Management
Florida
$349K +$36K +284 +12%
NPPM
3157
North Point Portfolio Managers
Ohio
$349K -$40.4K -319 -11%
HGWM
3158
Horst & Graben Wealth Management
Oregon
$347K +$2.53K +20 +0.8%
SDH
3159
Sloy Dahl & Holst
Washington
$346K -$50.3K -397 -13%
AIA
3160
Arbor Investment Advisors
North Carolina
$346K – – –
PWM
3161
PRW Wealth Management
Massachusetts
$346K – – –
WFA
3162
Wellspring Financial Advisors
Ohio
$345K +$326K +2,573 New
CW
3163
Cook Wealth
North Carolina
$345K – – –
W
3164
WealthOne
New York
$344K -$6.33K -50 -2%
DA
3165
Detalus Advisors
Missouri
$343K +$12.5K +99 +4%
WMS
3166
Wealth Management Solutions
Pennsylvania
$343K +$324K +2,557 New
AR
3167
Apeiron RIA
Texas
$343K +$1.14K +9 +0.4%
HKAM
3168
Horizon Kinetics Asset Management
New York
$342K – – –
TFGT
3169
TS Financial Group (TSFG)
Illinois
$342K +$127 +1 +0%
LFM
3170
LGT Fund Management
Liechtenstein
$342K – – –
AMR
3171
Asset Management Resources
Massachusetts
$341K +$127 +1 +0%
FSCM
3172
Front Street Capital Management
Montana
$341K -$1.46M -11,493 -82%
AWS
3173
Arkfeld Wealth Strategies
Nebraska
$340K +$21.7K +171 +7%
CWG
3174
Crown Wealth Group
North Carolina
$340K +$10.3K +81 +3%
LIM
3175
Lathrop Investment Management
Arkansas
$339K – – –
125 126
127
128 129