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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SBWIC
3326
Schaper Benz & Wise Investment Counsel
Wisconsin
$264K
HCM
3327
Howard Capital Management
Georgia
$264K +$274K +1,668 New
Capstone Investment Advisors
3328
Capstone Investment Advisors
New York
$263K -$1.39M -8,464 -84%
PA
3329
Parkside Advisors
California
$263K -$15.4K -94 -5%
LIG
3330
Lokken Investment Group
Delaware
$262K +$6.24K +38 +2%
CCM
3331
Cribstone Capital Management
Maine
$261K +$98.5K +600 +57%
MFA
3332
Morling Financial Advisors
California
$261K +$270K +1,646 New
AFS
3333
AFG Fiduciary Services
Massachusetts
$261K +$270K +1,647 New
SSCA
3334
South Shore Capital Advisors
Massachusetts
$261K +$271K +1,648 New
PTC
3335
Petrus Trust Company
Texas
$261K +$271K +1,650 New
AG
3336
Algert Global
California
$260K +$269K +1,641 New
PC
3337
Prairiewood Capital
North Dakota
$259K -$27.1K -165 -9%
KPWG
3338
KFA Private Wealth Group
Virginia
$259K -$7.55K -46 -3%
SIP
3339
Stoneridge Investment Partners
Pennsylvania
$259K
CP
3340
Camelot Portfolios
Ohio
$259K +$269K +1,635 New
BEW
3341
Burton Enright Welch
California
$259K +$269K +1,635 New
FIM
3342
FWL Investment Management
Texas
$257K +$266K +1,621 New
VW
3343
Vance Wealth
California
$257K +$266K +1,621 New
JRFS
3344
James Reed Financial Services
Ohio
$257K +$267K +1,625 New
HLOC
3345
H.L. Ormond & Company
North Carolina
$257K +$272K +1,658 New
DGI
3346
Disciplined Growth Investors
Minnesota
$255K -$56.2K -342 -18%
BWA
3347
BlueSky Wealth Advisors
North Carolina
$255K
NCP
3348
NexWave Capital Partners
New York
$255K
CSIA
3349
Charles Schwab Investment Advisory
California
$255K +$493 +3 +0.2%
KC
3350
Kinloch Capital
Virginia
$254K