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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BSHC
3701
Breed's Hill Capital
Massachusetts
$348K – – –
OPWM
3702
Oxinas Partners Wealth Management
Indiana
$348K +$1.76K +9 +0.5%
HKIMG
3703
Hutchens & Kramer Investment Management Group
Indiana
$348K +$587 +3 +0.2%
YCG
3704
Yeomans Consulting Group
Georgia
$348K +$39.1K +200 +13%
CC
3705
Copperleaf Capital
North Carolina
$347K -$44.8K -229 -12%
LWA
3706
Ledgewood Wealth Advisors
New Hampshire
$347K – – –
CM
3707
Columbus Macro
Pennsylvania
$345K -$1.17K -6 -0.4%
SFMG
3708
Sage Financial Management Group
Virginia
$345K -$15.6K -80 -4%
LIG
3709
Lokken Investment Group
Delaware
$345K +$48.9K +250 +17%
AMG
3710
Asset Management Group
Connecticut
$344K -$6.45K -33 -2%
DI
3711
Disciplined Investments
Oklahoma
$343K +$5.28K +27 +2%
RP
3712
Riverwater Partners
Wisconsin
$343K +$64.9K +332 +24%
WA
3713
WESPAC Advisors
California
$341K -$11.1K -57 -3%
DWA
3714
Delta Wealth Advisors
Indiana
$341K – – –
RIP
3715
RAM Investment Partners
Washington
$341K +$32.5K +166 +11%
TFP
3716
Triune Financial Partners
Kansas
$341K -$273K -1,398 -45%
AFGAS
3717
Allegiance Financial Group Advisory Services
Virginia
$340K +$391 +2 +0.1%
MAM
3718
MMA Asset Management
Pennsylvania
$339K -$57.1K -292 -15%
VIM
3719
VELA Investment Management
Ohio
$339K -$196K -1,000 -37%
RLIM
3720
Red Lighthouse Investment Management
New York
$339K – – –
ACM
3721
Avalon Capital Management
California
$338K +$3.91K +20 +1%
SFG
3722
Sterling Financial Group
California
$338K – – –
ZAM
3723
Zevin Asset Management
Massachusetts
$337K -$54.9K -281 -14%
WGCA
3724
Wolf Group Capital Advisors
Virginia
$337K +$325K +1,664 New
CFS
3725
Cannon Financial Strategists
Georgia
$336K – – –
147 148
149
150 151