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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
3151
Abacus Wealth Partners
California
$428K +$169K +1,128 +62%
KA
3152
Keene & Associates
Texas
$428K +$25.2K +168 +6%
CRIG
3153
Charter Research & Investment Group
Connecticut
$427K -$3.15K -21 -0.7%
AC
3154
Avenir Corporation
Virginia
$424K – – –
MCM
3155
Magnolia Capital Management
New York
$424K – – –
BDFN
3156
Bond & Devick Financial Network
Minnesota
$424K – – –
SAM
3157
Sequent Asset Management
Texas
$423K +$150 +1 +0%
HI
3158
Harrington Investments
California
$423K – – –
JGIA
3159
Jackson Grant Investment Advisers
Connecticut
$422K +$1.8K +12 +0.4%
CCM
3160
Chiron Capital Management
Florida
$422K -$480K -3,201 -52%
IGGA
3161
Iron Gate Global Advisors
Utah
$420K -$56.4K -376 -12%
SG
3162
Strid Group
Pennsylvania
$420K +$14.5K +97 +3%
SIAG
3163
Safeguard Investment Advisory Group
California
$420K -$17.5K -117 -4%
IF
3164
Integrity Financial
Wyoming
$419K +$39.4K +263 +10%
MPCL
3165
My Personal CFO LLC
Washington
$418K +$300 +2 +0.1%
SCM
3166
Shapiro Capital Management
Georgia
$418K -$150K -1,000 -26%
W
3167
WealthOne
New York
$417K -$10K -67 -2%
ICP
3168
Interchange Capital Partners
Pennsylvania
$416K +$149K +991 +53%
TC
3169
Trilogy Capital
California
$415K -$128K -853 -23%
HKAM
3170
Horizon Kinetics Asset Management
New York
$412K -$26.2K -175 -6%
CHA
3171
Cooper/Haims Advisors
New York
$411K +$11.4K +76 +3%
AP
3172
Arlington Partners
Alabama
$410K -$990K -6,607 -70%
AT
3173
Arlington Trust
Alabama
$410K +$424K +2,828 New
CMTU
3174
Capital Markets Trading (UK)
United Kingdom
$404K -$5.24M -34,974 -93%
AW
3175
Avion Wealth
Texas
$404K -$34K -227 -8%
125 126
127
128 129