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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
3326
Virtu Financial
New York
$596K -$330K -1,829 -38%
WJA
3327
Willis Johnson & Associates
Texas
$589K +$284K +1,576 +116%
NPPM
3328
North Point Portfolio Managers
Ohio
$588K – – –
JGIA
3329
Jackson Grant Investment Advisers
Connecticut
$588K +$2.17K +12 +0.4%
WAOI
3330
Wealth Advisors of Iowa
Iowa
$588K +$16.6K +92 +3%
TPW
3331
Tiller Private Wealth
Pennsylvania
$587K -$31.9K -177 -6%
PCMC
3332
Planning Capital Management Corporation
Pennsylvania
$587K -$179K -992 -25%
AWM
3333
Allen Wealth Management
North Carolina
$587K +$7.04K +39 +1%
KIC
3334
Keating Investment Counselors
Florida
$586K -$54.1K -300 -9%
AC
3335
Avenir Corporation
Virginia
$586K – – –
CHA
3336
Cooper/Haims Advisors
New York
$585K +$28.7K +159 +6%
AFWM
3337
AMJ Financial Wealth Management
Virginia
$579K +$522K +2,892 New
NC
3338
NovaPoint Capital
Georgia
$579K +$59K +327 +13%
G
3339
GenTrust
Florida
$578K +$521K +2,885 New
AWP
3340
Abacus Wealth Partners
California
$577K -$95.8K -531 -16%
SCM
3341
Shapiro Capital Management
Georgia
$577K – – –
OFS
3342
OMC Financial Services
New York
$573K +$516K +2,860 New
DFA
3343
Davies Financial Advisors
California
$573K +$516K +2,859 New
MTIM
3344
Marathon Trading Investment Management
Pennsylvania
$572K – – –
MS
3345
Madden Securities
Texas
$571K -$302K -1,671 -37%
FWP
3346
Firethorn Wealth Partners
Georgia
$568K +$2.35K +13 +0.5%
VH
3347
Visionary Horizons
Tennessee
$568K -$5.77K -32 -1%
MMHP
3348
Murphy Middleton Hinkle & Parker
Georgia
$568K +$9.92K +55 +2%
SG
3349
Strid Group
Pennsylvania
$565K -$17.5K -97 -3%
CCP
3350
Clarity Capital Partners
California
$564K -$5.23K -29 -1%
132 133
134
135 136