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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
4126
Kraematon Investment Advisors
Massachusetts
$365K -$765 -3 -0.2%
CFGA
4127
Cambridge Financial Group (Arizona)
Arizona
$364K – – –
APM
4128
Advanced Portfolio Management
New York
$363K +$377K +1,478 New
JCM
4129
Jag Capital Management
Missouri
$362K – – –
MAM
4130
Meeder Asset Management
Ohio
$361K +$193K +757 +106%
BWP
4131
BlueStem Wealth Partners
Minnesota
$360K +$7.9K +31 +2%
WWP
4132
Wise Wealth Partners
Arizona
$359K +$1.78K +7 +0.5%
EMC
4133
Everest Management Corp
California
$359K +$24.7K +97 +7%
RFN
4134
Redwood Financial Network
Ohio
$358K +$6.37K +25 +2%
HBS
4135
Howard Bailey Securities
Indiana
$358K -$1.3M -5,115 -78%
FA
4136
Freestate Advisors
Kansas
$358K +$255 +1 +0.1%
CPA
4137
Cathy Pareto & Associates
Florida
$358K -$2.04K -8 -0.5%
UFA
4138
Uptown Financial Advisors
Texas
$358K – – –
DWS
4139
Dynamic Wealth Strategies
California
$358K +$2.8K +11 +0.8%
LF
4140
Lighthouse Financial
Florida
$357K +$2.04K +8 +0.6%
MPPW
4141
Mitchell & Pahl Private Wealth
Oklahoma
$356K – – –
AWP
4142
Avid Wealth Partners
Texas
$356K +$67.3K +264 +22%
DP
4143
DDD Partners
Washington
$356K +$8.92K +35 +2%
GC
4144
Gibson Capital
Pennsylvania
$355K +$21.4K +84 +6%
TFA
4145
Tobias Financial Advisors
Florida
$354K – – –
RK
4146
Rather & Kittrell
Tennessee
$354K +$8.16K +32 +2%
SCM
4147
Saxony Capital Management
Missouri
$353K +$64.8K +254 +21%
PWM
4148
Penobscot Wealth Management
Maine
$353K +$4.08K +16 +1%
W
4149
WorthPointe
California
$352K -$28.3K -111 -7%
C
4150
Covestor
United Kingdom
$351K -$15.3K -60 -4%
164 165
166
167 168