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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3476
Mattern Capital Management
Colorado
$779K -$61.3K -263 -7%
LFG
3477
Lockerman Financial Group
California
$778K -$11.6K -50 -2%
WCG
3478
Weaver Consulting Group
California
$773K -$2.1K -9 -0.3%
UL
3479
Unionview LLC
Washington
$773K +$466 +2 +0.1%
CAM
3480
Concorde Asset Management
Michigan
$772K +$14.7K +63 +2%
DBRC
3481
D.B. Root & Company
Pennsylvania
$772K +$42.4K +182 +6%
EA
3482
Emerald Advisors
Washington
$770K +$3.73K +16 +0.5%
WFM
3483
Wolff Financial Management
Michigan
$769K – – –
AFG
3484
Arkansas Financial Group
Arkansas
$769K -$40.5K -174 -5%
HI
3485
Harrington Investments
California
$768K +$93.4K +401 +14%
I2I
3486
Insight 2811 Inc
Illinois
$766K +$2.33K +10 +0.3%
JCM
3487
J2 Capital Management
Michigan
$764K +$743K +3,189 New
WFA
3488
WestHill Financial Advisors
California
$763K +$466 +2 +0.1%
AGA
3489
Arkos Global Advisors
Texas
$763K -$221K -949 -23%
CIA
3490
Compass Ion Advisors
Pennsylvania
$762K +$20.5K +88 +3%
AI
3491
AXS Investments
New York
$761K -$65.9K -283 -8%
WJA
3492
Willis Johnson & Associates
Texas
$760K -$46.4K -199 -6%
CTWM
3493
Cherry Tree Wealth Management
Minnesota
$760K – – –
BWM
3494
BCS Wealth Management
Tennessee
$759K +$14.4K +62 +2%
AWA
3495
Arbor Wealth Advisors
Michigan
$758K +$11.2K +48 +2%
PCM
3496
Payne Capital Management
New York
$757K +$735K +3,156 New
PCM
3497
Permanent Capital Management
Illinois
$755K +$734K +3,151 New
EMAM
3498
Encompass More Asset Management
California
$755K +$39.6K +170 +6%
HF
3499
Holcombe Financial
Georgia
$754K +$733K +3,147 New
ONSWM
3500
Old North State Wealth Management
North Carolina
$754K +$106K +457 +17%
138 139
140
141 142