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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3501
Truvestments Capital
Florida
$446K -$29.6K -164 -7%
CP
3502
Cumberland Partners
Ontario, Canada
$445K +$401K +2,223 New
PFS
3503
Prospect Financial Services
New York
$445K +$51.1K +283 +15%
SM
3504
Sensible Money
Arizona
$443K – – –
TFIPS
3505
Towarzystwo Funduszy Inwestycyjnych PZU SA
$443K +$44.4K +246 +13%
CFS
3506
CGC Financial Services
Oregon
$443K -$71.1K -394 -15%
NF
3507
Norwood Financial
Pennsylvania
$442K +$28.7K +159 +8%
MCM
3508
McDonough Capital Management
Florida
$441K +$58.3K +323 +17%
KC
3509
Knuff & Co
California
$441K – – –
BIA
3510
Beacon Investment Advisors
Maryland
$441K +$20.2K +112 +5%
CC
3511
Cultivar Capital
Texas
$441K – – –
KFS
3512
Kaizen Financial Strategies
California
$440K +$9.74K +54 +3%
DWM
3513
Darwin Wealth Management
Florida
$440K +$180 +1 +0%
WMWM
3514
Whitaker-Myers Wealth Managers
Ohio
$439K -$16.8K -93 -4%
GAMC
3515
Garner Asset Management Corp
Texas
$439K – – –
SWG
3516
Summit Wealth Group
Vermont
$439K – – –
BIG
3517
Builder Investment Group
Georgia
$439K -$14.4K -80 -4%
NWA
3518
New World Advisors
Massachusetts
$436K -$2.71K -15 -0.7%
DFG
3519
Dupree Financial Group
Kentucky
$435K – – –
EWM
3520
Elevatus Welath Management
New York
$434K -$227K -1,257 -37%
RIA
3521
Richwood Investment Advisors
Ohio
$434K -$18K -100 -4%
MAM
3522
Morse Asset Management
Connecticut
$434K +$180 +1 +0%
CFG
3523
Compton Financial Group
Maryland
$434K -$5.41K -30 -1%
WA
3524
Waterford Advisors
New York
$432K -$1.8K -10 -0.5%
SC
3525
Sepio Capital
Utah
$430K -$108K -601 -22%
139 140
141
142 143