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JPMorgan Chase
JPM

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