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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LC
4051
Lavaca Capital
Texas
$212K – – –
CIC
4052
Chase Investment Counsel
Virginia
$212K +$212K +1,006 New
SCM
4053
Stonebridge Capital Management
California
$211K – – –
WRM
4054
Weybosset Research & Management
Rhode Island
$211K +$211K +1,000 New
BAM
4055
BOCHK Asset Management
Hong Kong
$211K – – –
BT
4056
Brandywine Trust
Delaware
$211K – – –
SWM
4057
StoneCrest Wealth Management
Arizona
$211K – – –
NHFG
4058
New Harbor Financial Group
Massachusetts
$211K +$211K +1,000 New
WCM
4059
Windward Capital Management
California
$211K +$211K +1,000 New
UI
4060
Unconventional Investor
New Hampshire
$210K +$210K +996 New
PP
4061
PrairieView Partners
Minnesota
$210K – – –
AWM
4062
AAF Wealth Management
Massachusetts
$209K -$8.21K -39 -4%
FWM
4063
Fonville Wealth Management
Virginia
$209K +$208K +989 New
WCF
4064
West Coast Financial
California
$209K – – –
OBWP
4065
O'Brien Wealth Partners
Massachusetts
$208K -$5.9K -28 -3%
DCM
4066
DGS Capital Management
New Jersey
$208K +$208K +988 New
FPW
4067
Flagship Private Wealth
Massachusetts
$207K +$207K +983 New
JWM
4068
Jackson Wealth Management
Florida
$207K -$2.74K -13 -1%
PA
4069
Planning Alternatives
Michigan
$206K -$6.95K -33 -3%
PP
4070
PFS Partners
New Jersey
$206K -$10.3K -49 -5%
CWM
4071
CMH Wealth Management
New Hampshire
$205K +$205K +974 New
KC
4072
Kades & Cheifetz
Pennsylvania
$205K +$205K +972 New
SFM
4073
Stack Financial Management
Montana
$205K +$205K +971 New
UOTTAIMCU
4074
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$205K -$1.06M -5,018 -84%
W
4075
WealthCollab
Washington
$204K – – –