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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3476
MBE Wealth Management
Wisconsin
$522K -$39.2K -186 -7%
KWAG
3477
Kiely Wealth Advisory Group
North Carolina
$522K – – –
BA
3478
Brightwater Advisory
Florida
$522K +$16.2K +77 +3%
NWMG
3479
Nicholson Wealth Management Group
South Carolina
$522K +$522K +2,476 New
NNPTE
3480
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$521K -$2.85M -13,507 -85%
WW
3481
Westshore Wealth
California
$520K +$30.3K +144 +6%
WI
3482
Wedgewood Investors
Pennsylvania
$519K -$17.5K -83 -3%
FWM
3483
FFT Wealth Management
Pennsylvania
$518K +$238K +1,132 +85%
SA
3484
Strategic Advocates
Utah
$518K +$518K +2,457 New
ARMT
3485
Amica Retiree Medical Trust
Rhode Island
$517K +$517K +2,454 New
CCA
3486
Covey Capital Advisors
Georgia
$517K – – –
GB
3487
Goepper Burkhardt
South Carolina
$515K +$8.85K +42 +2%
MPAM
3488
Murphy Pohlad Asset Management
Minnesota
$514K – – –
BDFN
3489
Bond & Devick Financial Network
Minnesota
$513K -$21.1K -100 -4%
CM
3490
Cercano Management
Washington
$513K +$512K +2,433 New
PCM
3491
Presidio Capital Management
California
$513K -$14.3K -68 -3%
TFIPS
3492
Towarzystwo Funduszy Inwestycyjnych PZU SA
$512K +$46.3K +220 +10%
JCIA
3493
Jackson Creek Investment Advisors
Colorado
$512K -$8.85K -42 -2%
JC
3494
Jacobs & Co
California
$511K +$63.2K +300 +14%
VA
3495
Verdad Advisers
Massachusetts
$511K +$510K +2,422 New
NAG
3496
Northstar Advisory Group
New Jersey
$510K +$105K +499 +26%
FIC
3497
Family Investment Center
Missouri
$510K +$197K +936 +63%
IP
3498
Isthmus Partners
Wisconsin
$510K -$40K -190 -7%
SAM
3499
Sequent Asset Management
Texas
$509K +$421 +2 +0.1%
CFS
3500
CGC Financial Services
Oregon
$508K – – –
138 139
140
141 142