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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
3926
Harvest Fund Management
China
$740K -$89.5K -295 -10%
FPCG
3927
Forum Private Client Group
Indiana
$740K +$48K +158 +7%
TA
3928
Tactive Advisors
Florida
$740K -$8.19K -27 -1%
PAW
3929
Plan A Wealth
Nebraska
$737K -$21.9K -72 -3%
NIWA
3930
New Insight Wealth Advisors
California
$736K -$34K -112 -4%
EWA
3931
Eagle Wealth Advisors
Connecticut
$736K +$14.6K +48 +2%
SCA
3932
Sassicaia Capital Advisers
New York
$735K -$1.06M -3,500 -58%
MPAM
3933
Murphy Pohlad Asset Management
Minnesota
$735K -$19.7K -65 -3%
BI
3934
Bramshill Investments
Florida
$735K – – –
CIAS
3935
CBIZ Investment Advisory Services
Ohio
$735K -$263K -866 -26%
STB
3936
S&T Bank
Pennsylvania
$735K +$62.2K +205 +9%
CFG
3937
Carter Financial Group
Illinois
$735K -$22.5K -74 -3%
BRA
3938
Bender Robert & Associates
California
$734K +$757K +2,495 New
AL
3939
Arnhold LLC
New York
$733K – – –
KFS
3940
Kaizen Financial Strategies
California
$733K +$2.43K +8 +0.3%
FI
3941
Financial Insights
Washington
$732K -$3.64K -12 -0.5%
WWC
3942
Waypoint Wealth Counsel
Georgia
$731K -$780K -2,571 -51%
CTC
3943
Corundum Trust Company
South Dakota
$728K +$10.3K +34 +1%
TA
3944
TFB Advisors
Kansas
$727K -$380K -1,251 -34%
DFG
3945
Dupree Financial Group
Kentucky
$727K -$17.3K -57 -2%
SL
3946
StoryOne LLC
Kansas
$727K – – –
WAM
3947
Walker Asset Management
Missouri
$727K +$6.68K +22 +0.9%
LIP
3948
Lynch Investment Planning
Pennsylvania
$726K -$21.5K -71 -3%
WMA
3949
William Mack & Associates
Michigan
$726K -$347K -1,143 -32%
XPN
3950
XY Planning Network
Montana
$726K -$65.2K -215 -8%
156 157
158
159 160