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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
4076
Dimension Capital Management
Florida
$204K -$135K -643 -40%
KA
4077
Kure Advisory
Minnesota
$204K +$204K +968 New
LIA
4078
LifePlan Investment Advisors
North Carolina
$204K +$204K +967 New
CI
4079
Carroll Investors
South Carolina
$201K +$201K +956 New
WCM
4080
Wealthcare Capital Management
Virginia
$201K +$201K +953 New
CPW
4081
Crestmont Private Wealth
Texas
$201K +$200K +951 New
TCCM
4082
Timber Creek Capital Management
Massachusetts
$200K – – –
AF
4083
AtlasMark Financial
Texas
$200K +$200K +950 New
TCFP
4084
Treasure Coast Financial Planning
Florida
$200K +$200K +950 New
MWM
4085
Magnolia Wealth Management
Alabama
$200K +$200K +949 New
MMC
4086
Mizuho Markets Cayman
Cayman Islands
$197K -$2.11K -10 -1%
MSG
4087
Main Street Group
Virginia
$196K +$102K +484 +109%
SCA
4088
Sander Capital Advisors
Washington
$195K +$25.3K +120 +15%
CPG
4089
Cornerstone Planning Group
New Jersey
$195K -$5.9K -28 -3%
MB
4090
Mizuho Bank
Japan
$194K – – –
VIA
4091
Virtus Investment Advisers
Connecticut
$194K – – –
WOSD
4092
WFA of San Diego
California
$193K – – –
FG
4093
Fairman Group
Pennsylvania
$190K – – –
FAM
4094
Flaharty Asset Management
Florida
$184K +$184K +874 New
VWA
4095
Valued Wealth Advisors
Utah
$184K -$1.47K -7 -0.8%
FA
4096
Financial Avengers
California
$183K +$9.06K +43 +5%
MIM
4097
Macroview Investment Management
Maryland
$183K +$2.53K +12 +1%
LFA
4098
Legend Financial Advisors
Pennsylvania
$182K -$25.3K -120 -12%
LAM
4099
Lummis Asset Management
Texas
$181K +$142K +676 +371%
MFG
4100
Mendota Financial Group
Wisconsin
$178K -$23.2K -110 -12%
162 163
164
165 166