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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
4376
Swisher Financial Concepts
Ohio
$496K -$347K -1,117 -42%
MA
4377
Mezzasalma Advisors
New Jersey
$496K +$4.35K +14 +0.9%
CC
4378
Capital Counsel
New York
$495K -$21.1K -68 -4%
RH
4379
RFG Holdings
Texas
$494K +$23.6K +76 +5%
JPLA
4380
Joseph P. Lucia & Associates
New York
$494K – – –
RCI
4381
RS Crum Inc
California
$494K +$311 +1 +0.1%
MFS
4382
Madrona Financial Services
Washington
$493K +$1.24K +4 +0.3%
CCWP
4383
Cedar Cove Wealth Partners
Minnesota
$492K -$18.3K -59 -4%
CWM
4384
ClientFirst Wealth Management
Arkansas
$492K – – –
GGI
4385
Godsey & Gibb Inc
Virginia
$491K -$31.4K -101 -6%
BDPWM
4386
Barnes Dennig Private Wealth Management
Ohio
$491K -$4.04K -13 -0.9%
FSBI
4387
Fearless Solutions (Best Invest)
Texas
$491K -$32.6K -105 -7%
HP
4388
Highlander Partners
Texas
$491K – – –
SAM
4389
Stembrook Asset Management
New Jersey
$491K – – –
CCA
4390
Cottonwood Capital Advisors
Utah
$491K +$932 +3 +0.2%
KCM
4391
Kendall Capital Management
Maryland
$490K -$19.9K -64 -4%
MPPW
4392
Mitchell & Pahl Private Wealth
Oklahoma
$490K – – –
VPF
4393
Vantage Point Financial
Illinois
$490K +$47.2K +152 +11%
CP
4394
Clarendon Private
Massachusetts
$489K -$29.2K -94 -6%
HIM
4395
Harbour Investment Management
Washington
$489K – – –
CIC
4396
Chase Investment Counsel
Virginia
$489K -$101K -326 -18%
RWM
4397
Ruedi Wealth Management
Illinois
$489K – – –
MWA
4398
Monograph Wealth Advisors
California
$488K +$48.1K +155 +12%
BFAG
4399
Blackston Financial Advisory Group
Florida
$488K -$33.5K -108 -7%
SIA
4400
Spectrum Investment Advisors
Wisconsin
$487K +$243K +784 +111%
174 175
176
177 178