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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
3376
Mayport LLC
Massachusetts
$439K – – –
DSAM
3377
Dock Street Asset Management
Florida
$437K – – –
IIA
3378
ICW Investment Advisors
Arizona
$437K +$2.88K +19 +0.7%
NC
3379
NovaPoint Capital
Georgia
$436K +$11.1K +73 +3%
CWM
3380
CarsonAllaria Wealth Management
Illinois
$436K -$17.3K -114 -4%
SDH
3381
Sloy Dahl & Holst
Washington
$436K -$2.88K -19 -0.7%
GAM
3382
Garrison Asset Management
Arkansas
$435K +$91.1K +601 +31%
SWM
3383
SFG Wealth Management
Maryland
$435K +$455 +3 +0.1%
MFGM
3384
Marshall Financial Group (Maryland)
Maryland
$433K -$8.94K -59 -2%
CAM
3385
Claret Asset Management
Quebec, Canada
$432K +$3.64K +24 +1%
PWMA
3386
Pension & Wealth Management Advisors
Massachusetts
$432K +$8.49K +56 +2%
HKAM
3387
Horizon Kinetics Asset Management
New York
$431K -$46.7K -308 -11%
AFIA
3388
America First Investment Advisors
Nebraska
$430K – – –
LODC
3389
Lanham O'Dell & Company
West Virginia
$430K +$152 +1 +0%
MF
3390
Montis Financial
Massachusetts
$430K -$15.8K -104 -4%
LIM
3391
Lathrop Investment Management
Arkansas
$429K +$13.3K +88 +4%
CSIA
3392
Charles Schwab Investment Advisory
California
$425K +$4.24K +28 +1%
AL
3393
Arnhold LLC
New York
$424K – – –
AFAS
3394
Acorn Financial Advisory Services
Virginia
$424K +$43.6K +288 +13%
WI
3395
Wedgewood Investors
Pennsylvania
$424K – – –
WAM
3396
Walker Asset Management
Missouri
$424K +$377K +2,490 New
CCP
3397
Carmel Capital Partners
California
$423K -$122K -804 -24%
MWM
3398
Mascoma Wealth Management
New Hampshire
$421K – – –
STB
3399
S&T Bank
Pennsylvania
$420K -$15.3K -101 -4%
TWP
3400
Tower Wealth Partners
Pennsylvania
$420K -$5.3K -35 -1%
134 135
136
137 138