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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
4051
Kuhn & Co Investment Counsel
Illinois
$516K -$345K -1,159 -41%
QP
4052
Quartz Partners
New York
$516K +$96.1K +323 +25%
ELM
4053
Elite Life Management
Florida
$516K +$14.3K +48 +3%
EE
4054
EWG Elevate
California
$514K +$22K +74 +5%
SHWM
4055
Smith & Howard Wealth Management
Georgia
$513K -$110K -370 -19%
SWIA
4056
Solano Wealth Investment Advisors
California
$513K -$297 -1 -0.1%
CFGA
4057
Cambridge Financial Group (Arizona)
Arizona
$512K +$41.6K +140 +9%
KCAM
4058
Kagan Cocozza Asset Management
New Jersey
$512K -$67.2K -226 -12%
EMCIP
4059
Ewing Morris & Co Investment Partners
Ontario, Canada
$511K -$11K -37 -2%
ORI
4060
Oak Ridge Investments
Illinois
$510K +$75.2K +253 +19%
HPC
4061
Hobart Private Capital
North Carolina
$510K +$42.8K +144 +10%
PBF
4062
Petix & Botte Financial
California
$510K – – –
GWM
4063
GK Wealth Management
Nevada
$508K +$33.3K +112 +7%
DP
4064
Denver PWM
Colorado
$507K – – –
CC
4065
Colrain Capital
Massachusetts
$505K +$29.7K +100 +7%
IDBONY
4066
Israel Discount Bank of New York
New York
$504K -$8.92K -30 -2%
CA
4067
CWC Advisors
Oregon
$504K – – –
FDS
4068
Freedom Day Solutions
Texas
$503K +$11.6K +39 +3%
EI
4069
EDMP Inc
Florida
$501K – – –
SA
4070
Shilanski & Associates
Alaska
$501K +$1.78K +6 +0.4%
ACM
4071
Avalon Capital Management
California
$501K – – –
TWM
4072
Trevian Wealth Management
Massachusetts
$500K +$38.4K +129 +9%
YWM
4073
Yoder Wealth Management
California
$500K +$20.5K +69 +5%
LFASL
4074
Lugano Financial Advisors SA (LFA)
Switzerland
$500K +$2.68K +9 +0.6%
WCP
4075
Wick Capital Partners
Pennsylvania
$499K -$1.6M -5,368 -77%
161 162
163
164 165