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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
3376
One Day In July LLC
Vermont
$1.15M -$91.3K -307 -8%
WMA
3377
William Mack & Associates
Michigan
$1.15M -$44K -148 -4%
TWM
3378
Tanager Wealth Management
United Kingdom
$1.15M +$53.8K +181 +5%
PC
3379
Port Capital
Illinois
$1.14M -$38.4K -129 -3%
FA
3380
FSA Advisors
Michigan
$1.14M +$191K +642 +22%
OP
3381
ORG Partners
Indiana
$1.14M +$41K +138 +4%
EBA
3382
Eagle Bay Advisors
New York
$1.14M -$432K -1,452 -29%
RW
3383
Rede Wealth
Virginia
$1.14M +$37.5K +126 +4%
SWP
3384
Semus Wealth Partners
Florida
$1.14M -$20.5K -69 -2%
SI
3385
Stonekeep Investments
New Mexico
$1.14M +$1.78K +6 +0.2%
SC
3386
Summa Corp
Texas
$1.14M – – –
TI
3387
Truepoint Inc
Ohio
$1.13M +$109K +368 +11%
GFWA
3388
Grey Fox Wealth Advisors
Delaware
$1.13M -$5.35K -18 -0.5%
CCG
3389
Coastwise Capital Group
California
$1.13M +$15.2K +51 +1%
TA
3390
TFB Advisors
Kansas
$1.13M -$837K -2,815 -43%
1W
3391
1776 Wealth
Georgia
$1.13M -$30K -101 -3%
MCM
3392
Magnolia Capital Management
New York
$1.13M – – –
GCL
3393
Gouws Capital LLC
North Carolina
$1.13M +$41.6K +140 +4%
AWM
3394
Abound Wealth Management
Tennessee
$1.12M +$29.1K +98 +3%
MWM
3395
Mascoma Wealth Management
New Hampshire
$1.12M +$446K +1,500 +73%
LAM
3396
Lewis Asset Management
California
$1.12M +$208K +698 +24%
ONSWM
3397
Old North State Wealth Management
North Carolina
$1.12M +$71.7K +241 +7%
HIM
3398
Hanlon Investment Management
New Jersey
$1.12M +$241K +811 +30%
RC
3399
Rovin Capital
Arizona
$1.12M +$82.1K +276 +8%
DC
3400
Diametric Capital
Massachusetts
$1.11M +$1.05M +3,530 New
134 135
136
137 138