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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
3301
Beacon Investment Advisors
Maryland
$273K +$258K +2,034 New
KFS
3302
Kurt F. Somerville
$272K -$23.6K -186 -8%
WBCM
3303
Wilson & Boucher Capital Management
California
$272K – – –
EF
3304
Exeter Financial
Arizona
$272K – – –
YDMI
3305
Y.D. More Investments
Israel
$271K +$258K +2,035 New
MA
3306
Mezzasalma Advisors
New Jersey
$271K – – –
CCC
3307
Chelsea Counsel Company
California
$271K +$256K +2,019 New
ML
3308
Mayport LLC
Massachusetts
$270K -$39.3K -310 -13%
CWA
3309
Clarus Wealth Advisors
Arizona
$270K +$1.01K +8 +0.4%
WCM
3310
Wallace Capital Management
Texas
$269K -$7.35K -58 -3%
KC
3311
Knuff & Co
California
$268K – – –
AIM
3312
Arcadia Investment Management
Michigan
$268K -$6.33K -50 -2%
FA
3313
Fortis Advisors
Pennsylvania
$268K – – –
CC
3314
Codex Capital
New York
$266K – – –
CCM
3315
Cribstone Capital Management
Maine
$266K +$12.7K +100 +5%
IDA
3316
Intelligence Driven Advisers
California
$266K -$20.8K -164 -8%
BZWA
3317
Blue Zone Wealth Advisors
California
$266K -$3.69M -29,087 -94%
DWM
3318
Denver Wealth Management
Colorado
$264K +$250K +1,971 New
KA
3319
Kearns & Associates
California
$263K +$248K +1,960 New
CSIA
3320
Charles Schwab Investment Advisory
California
$262K -$22.4K -177 -8%
OCG
3321
Opus Capital Group
Ohio
$261K -$104K -821 -30%
CFGSD
3322
Compass Financial Group (South Dakota)
South Dakota
$261K +$247K +1,946 New
WCP
3323
Wick Capital Partners
Pennsylvania
$261K +$247K +1,950 New
CCP
3324
Clarkston Capital Partners
Michigan
$260K -$1.9M -15,000 -89%
HWA
3325
Hilltop Wealth Advisors
North Carolina
$260K – – –
131 132
133
134 135