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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
3426
Arnhold LLC
New York
$499K – – –
KPWG
3427
KFA Private Wealth Group
Virginia
$498K +$9.02K +50 +2%
OCG
3428
Opus Capital Group
Ohio
$496K +$184K +1,021 +70%
FSA
3429
Financial Security Advisor
Virginia
$496K -$36.5K -202 -8%
IFA
3430
Index Fund Advisors
California
$496K -$25.3K -140 -5%
WAM
3431
Walker Asset Management
Missouri
$496K -$2.89K -16 -0.6%
GFL
3432
Granite FO LLC
New Hampshire
$495K -$541 -3 -0.1%
MWM
3433
Melfa Wealth Management
Massachusetts
$494K +$445K +2,468 New
STB
3434
S&T Bank
Pennsylvania
$494K – – –
TC
3435
TAGStone Capital
North Carolina
$494K +$19.8K +110 +5%
WFAG
3436
Wescott Financial Advisory Group
Pennsylvania
$493K -$43.7K -242 -9%
WFA
3437
WMG Financial Advisors
Tennessee
$491K +$124K +688 +39%
CCA
3438
Covey Capital Advisors
Georgia
$491K – – –
OPPS
3439
Obsidian Personal Planning Solutions
Maryland
$489K +$101K +558 +28%
MPAM
3440
Murphy Pohlad Asset Management
Minnesota
$489K -$36.1K -200 -8%
KIA
3441
Kraematon Investment Advisors
Massachusetts
$485K +$2.53K +14 +0.6%
JC
3442
Jacobs & Co
California
$485K – – –
SAM
3443
SP Asset Management
California
$484K +$1.44K +8 +0.3%
MWM
3444
Mascoma Wealth Management
New Hampshire
$483K -$10.8K -60 -2%
GSCM
3445
Greenfield Seitz Capital Management
Texas
$483K -$3.61K -20 -0.8%
APWA
3446
Atlas Private Wealth Advisors
New Jersey
$482K -$1.19M -6,573 -73%
SAM
3447
Sequent Asset Management
Texas
$482K -$92.9K -515 -18%
BCM
3448
Bayesian Capital Management
New York
$481K -$722K -4,000 -63%
BWA
3449
Beam Wealth Advisors
Louisiana
$481K +$18.9K +105 +5%
TIA
3450
Tandem Investment Advisors
South Carolina
$480K -$44.4K -246 -9%
136 137
138
139 140