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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
3626
Ariston Services Group
California
$805K – – –
OFO
3627
OneAscent Family Office
Alabama
$805K -$23.2K -91 -3%
KBG
3628
Kahn Brothers Group
New York
$805K +$708K +2,775 New
PG
3629
Prostatis Group
Maryland
$804K -$121K -474 -15%
OAM
3630
Oxford Asset Management
United Kingdom
$803K +$707K +2,770 New
AFP
3631
Alpha Financial Partners
Kentucky
$803K -$11.7K -46 -2%
FI
3632
Financial Insights
Washington
$803K +$81.4K +319 +13%
VC
3633
Veery Capital
Delaware
$800K +$1.02K +4 +0.1%
BBA
3634
Braun-Bostich & Associates
Pennsylvania
$799K -$28.8K -113 -4%
LAMNM
3635
Longview Asset Management (New Mexico)
New Mexico
$799K +$112K +440 +19%
PCM
3636
Perritt Capital Management
Illinois
$798K -$31.1K -122 -4%
LBC
3637
Leigh Baldwin & Co
New York
$798K +$42.9K +168 +7%
B
3638
Bensler
Washington
$798K +$191K +748 +37%
HIM
3639
Hanlon Investment Management
New Jersey
$797K -$46.7K -183 -6%
PCM
3640
Payne Capital Management
New York
$796K -$14.5K -57 -2%
DCBT
3641
Dakota Community Bank & Trust
North Dakota
$793K -$51.5K -202 -7%
SA
3642
Strategic Advocates
Utah
$792K +$116K +456 +20%
HGWM
3643
Horst & Graben Wealth Management
Oregon
$792K -$1.53K -6 -0.2%
KAM
3644
KEB Asset Management
Illinois
$792K – – –
IRC
3645
Investors Research Corp
Georgia
$789K – – –
FZCM
3646
Flynn Zito Capital Management
New York
$789K +$77.1K +302 +12%
PFA
3647
Pathway Financial Advisors
Vermont
$788K -$856K -3,353 -55%
SIM
3648
SSI Investment Management
California
$788K -$236K -923 -25%
SPW
3649
Sonoma Private Wealth
California
$788K -$7.91K -31 -1%
HCP
3650
Holt Capital Partners
Texas
$786K – – –
144 145
146
147 148