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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
3601
Intrepid Capital Management
Florida
$162K -$33.9K -226 -17%
TWP
3602
TFO Wealth Partners
Ohio
$162K +$86.6K +578 +108%
RDIA
3603
RE Dickinson Investment Advisors
Iowa
$162K +$24K +160 +17%
PP
3604
PFS Partners
New Jersey
$159K -$23.2K -155 -12%
FAM
3605
Flaharty Asset Management
Florida
$158K +$163K +1,089 New
TCM
3606
Tradewinds Capital Management
Washington
$155K +$450 +3 +0.3%
IUHSA
3607
Itau Unibanco Holding S.A.
Brazil
$154K -$2.76M -18,411 -95%
SPWM
3608
Spartan Planning & Wealth Management
North Carolina
$153K +$159K +1,058 New
DF
3609
Dunhill Financial
United Kingdom
$153K – – –
MFA
3610
McClarren Financial Advisors
Pennsylvania
$152K +$600 +4 +0.4%
VIA
3611
Virtus Investment Advisers
Connecticut
$151K +$156K +1,040 New
NOI
3612
Newton One Investments
Delaware
$150K +$1.05K +7 +0.7%
CPG
3613
Cornerstone Planning Group
New Jersey
$147K -$5.85K -39 -4%
HFS
3614
HBC Financial Services
Washington
$146K +$150 +1 +0.1%
TA
3615
Teramo Advisors
Florida
$145K – – –
IWP
3616
IAG Wealth Partners
Wisconsin
$145K – – –
CWAF
3617
Core Wealth Advisors (Florida)
Florida
$144K – – –
NNPTE
3618
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$143K – – –
LFA
3619
Legend Financial Advisors
Pennsylvania
$142K -$31.5K -210 -18%
TCCM
3620
Timber Creek Capital Management
Massachusetts
$138K -$1.2K -8 -0.8%
OAJ
3621
Ogorek Anthony Joseph
New York
$137K – – –
SCA
3622
Sander Capital Advisors
Washington
$135K -$18.7K -125 -12%
FIM
3623
FWL Investment Management
Texas
$131K +$136K +905 New
UOTTAIMCU
3624
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$126K +$131K +871 New
RW
3625
RVW Wealth
California
$126K +$130K +868 New
143 144
145
146 147