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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KBG
3626
Kahn Brothers Group
New York
$805K +$708K +2,775 New
PG
3627
Prostatis Group
Maryland
$804K -$121K -474 -15%
OAM
3628
Oxford Asset Management
United Kingdom
$803K +$707K +2,770 New
AFP
3629
Alpha Financial Partners
Kentucky
$803K -$11.7K -46 -2%
FI
3630
Financial Insights
Washington
$803K +$81.4K +319 +13%
VC
3631
Veery Capital
Delaware
$800K +$1.02K +4 +0.1%
BBA
3632
Braun-Bostich & Associates
Pennsylvania
$799K -$28.8K -113 -4%
LAMNM
3633
Longview Asset Management (New Mexico)
New Mexico
$799K +$112K +440 +19%
PCM
3634
Perritt Capital Management
Illinois
$798K -$31.1K -122 -4%
LBC
3635
Leigh Baldwin & Co
New York
$798K +$42.9K +168 +7%
B
3636
Bensler
Washington
$798K +$191K +748 +37%
HIM
3637
Hanlon Investment Management
New Jersey
$797K -$46.7K -183 -6%
PCM
3638
Payne Capital Management
New York
$796K -$14.5K -57 -2%
DCBT
3639
Dakota Community Bank & Trust
North Dakota
$793K -$51.5K -202 -7%
SA
3640
Strategic Advocates
Utah
$792K +$116K +456 +20%
HGWM
3641
Horst & Graben Wealth Management
Oregon
$792K -$1.53K -6 -0.2%
KAM
3642
KEB Asset Management
Illinois
$792K – – –
IRC
3643
Investors Research Corp
Georgia
$789K – – –
FZCM
3644
Flynn Zito Capital Management
New York
$789K +$77.1K +302 +12%
PFA
3645
Pathway Financial Advisors
Vermont
$788K -$856K -3,353 -55%
SIM
3646
SSI Investment Management
California
$788K -$236K -923 -25%
SPW
3647
Sonoma Private Wealth
California
$788K -$7.91K -31 -1%
HCP
3648
Holt Capital Partners
Texas
$786K – – –
FGWP
3649
Founders Grove Wealth Partners
Virginia
$786K +$78.9K +309 +13%
LIA
3650
Lynx Investment Advisory
District of Columbia
$786K +$766 +3 +0.1%
144 145
146
147 148