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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
3276
Twin Focus Capital Partners
Massachusetts
$1.01M – – –
ONST
3277
Old North State Trust
North Carolina
$1.01M – – –
TIM
3278
Tevis Investment Management
Texas
$1.01M – – –
EWM
3279
Elevatus Welath Management
New York
$1.01M -$216K -846 -17%
HA
3280
Helium Advisors
Washington
$1.01M +$2.04K +8 +0.2%
HWM
3281
Hassell Wealth Management
Louisiana
$1.01M +$54.6K +214 +5%
RF
3282
Rossby Financial
Florida
$1.01M +$309K +1,212 +41%
GA
3283
Goldstein Advisors
Wisconsin
$1.01M -$84.4K -331 -7%
HCP
3284
Hardin Capital Partners
South Carolina
$1.01M -$580K -2,275 -36%
SF
3285
Safeguard Financial
Wisconsin
$1.01M +$15K +59 +1%
PC
3286
Port Capital
Illinois
$1.01M -$223K -875 -18%
BOM
3287
Bank of Marin
California
$1.01M -$118K -463 -10%
DWS
3288
Discipline Wealth Solutions
South Carolina
$1M – – –
SAF
3289
Smith Anglin Financial
Texas
$1M +$192K +755 +23%
KWM
3290
Kaydan Wealth Management
Michigan
$1M – – –
NFP
3291
Narus Financial Partners
Utah
$995K +$21.7K +85 +2%
WAG
3292
Wallace Advisory Group
California
$989K -$17.6K -69 -2%
PHIC
3293
Pine Haven Investment Counsel
Massachusetts
$989K -$10.2K -40 -1%
TCM
3294
Tributary Capital Management
Nebraska
$987K -$271K -1,062 -21%
DAM
3295
Doheny Asset Management
California
$987K +$25K +98 +2%
SAM
3296
Secure Asset Management
Michigan
$986K -$2.92M -11,473 -74%
DIA
3297
Davidson Investment Advisors
Montana
$983K -$109K -428 -10%
WA
3298
Win Advisors
Florida
$982K +$1.02M +4,004 New
SC
3299
Summa Corp
Texas
$981K -$33.9K -133 -3%
WDA
3300
Wendell David Associates
New Hampshire
$981K – – –
130 131
132
133 134