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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
3151
Portland Global Advisors
Maine
$1.59M +$76.5K +252 +5%
GTWM
3152
Global Trust Wealth Management
Florida
$1.59M -$152K -502 -9%
SSC
3153
Syverson Strege & Co
Iowa
$1.58M -$7.28K -24 -0.4%
CWP
3154
Curated Wealth Partners
California
$1.58M -$276K -909 -14%
LAI
3155
Legal Advantage Investments
California
$1.58M – – –
WC
3156
Westhampton Capital
North Carolina
$1.58M +$42.5K +140 +3%
TC
3157
Truvestments Capital
Florida
$1.58M +$30.7K +101 +2%
BF
3158
Brucke Financial
Indiana
$1.58M -$94.7K -312 -5%
SCA
3159
Sander Capital Advisors
Washington
$1.58M -$85K -280 -5%
HWM
3160
Horizon Wealth Management
Illinois
$1.58M +$4.86K +16 +0.3%
CG
3161
Clifford Group
Massachusetts
$1.58M +$14K +46 +0.9%
ECM
3162
Elgethun Capital Management
South Dakota
$1.57M +$303 +1 +0%
SIC
3163
Sage Investment Counsel
Tennessee
$1.57M -$30.3K -100 -2%
JCM
3164
Jacobsen Capital Management
Utah
$1.57M – – –
APW
3165
Aventura Private Wealth
Florida
$1.57M +$40.4K +133 +3%
TF
3166
Trek Financial
Arizona
$1.57M +$31.3K +103 +2%
FDDB
3167
Fidelity D&D Bancorp
Pennsylvania
$1.56M -$34.9K -115 -2%
UIM
3168
Unified Investment Management
Georgia
$1.56M -$85.6K -282 -5%
NWA
3169
New World Advisors
Massachusetts
$1.56M -$105K -345 -6%
LWM
3170
Lionsbridge Wealth Management
Florida
$1.56M +$32.8K +108 +2%
CAM
3171
Councilmark Asset Management
Tennessee
$1.56M – – –
CA
3172
COFG Advisors
Illinois
$1.56M +$15.2K +50 +1%
UWP
3173
Uniting Wealth Partners
Kansas
$1.55M +$29.7K +98 +2%
OLA
3174
Oliver Luxxe Assets
New Jersey
$1.55M -$38.2K -126 -2%
MEAC
3175
M.E. Allison & Co
Texas
$1.55M -$105K -347 -6%
125 126
127
128 129