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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SBWIC
3501
Schaper Benz & Wise Investment Counsel
Wisconsin
$446K +$54.1K +300 +16%
TC
3502
Truvestments Capital
Florida
$446K -$29.6K -164 -7%
CP
3503
Cumberland Partners
Ontario, Canada
$445K +$401K +2,223 New
PFS
3504
Prospect Financial Services
New York
$445K +$51.1K +283 +15%
SM
3505
Sensible Money
Arizona
$443K – – –
TFIPS
3506
Towarzystwo Funduszy Inwestycyjnych PZU SA
$443K +$44.4K +246 +13%
CFS
3507
CGC Financial Services
Oregon
$443K -$71.1K -394 -15%
NF
3508
Norwood Financial
Pennsylvania
$442K +$28.7K +159 +8%
MCM
3509
McDonough Capital Management
Florida
$441K +$58.3K +323 +17%
KC
3510
Knuff & Co
California
$441K – – –
BIA
3511
Beacon Investment Advisors
Maryland
$441K +$20.2K +112 +5%
CC
3512
Cultivar Capital
Texas
$441K – – –
KFS
3513
Kaizen Financial Strategies
California
$440K +$9.74K +54 +3%
DWM
3514
Darwin Wealth Management
Florida
$440K +$180 +1 +0%
WMWM
3515
Whitaker-Myers Wealth Managers
Ohio
$439K -$16.8K -93 -4%
GAMC
3516
Garner Asset Management Corp
Texas
$439K – – –
SWG
3517
Summit Wealth Group
Vermont
$439K – – –
BIG
3518
Builder Investment Group
Georgia
$439K -$14.4K -80 -4%
NWA
3519
New World Advisors
Massachusetts
$436K -$2.71K -15 -0.7%
DFG
3520
Dupree Financial Group
Kentucky
$435K – – –
EWM
3521
Elevatus Welath Management
New York
$434K -$227K -1,257 -37%
RIA
3522
Richwood Investment Advisors
Ohio
$434K -$18K -100 -4%
MAM
3523
Morse Asset Management
Connecticut
$434K +$180 +1 +0%
CFG
3524
Compton Financial Group
Maryland
$434K -$5.41K -30 -1%
WA
3525
Waterford Advisors
New York
$432K -$1.8K -10 -0.5%
139 140
141
142 143