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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
4376
Stembrook Asset Management
New Jersey
$441K – – –
GC
4377
Gruss & Co
Florida
$441K +$152K +500 +50%
NA
4378
Nottingham Advisors
New York
$441K – – –
MPPW
4379
Mitchell & Pahl Private Wealth
Oklahoma
$441K -$3.94K -13 -0.9%
MJFG
4380
Mars Jewett Financial Group
Washington
$440K -$7.28K -24 -2%
CCA
4381
Cottonwood Capital Advisors
Utah
$440K +$1.21K +4 +0.3%
HIM
4382
Harbour Investment Management
Washington
$440K +$45.5K +150 +11%
SCM
4383
Saxony Capital Management
Missouri
$439K +$27.9K +92 +7%
CA
4384
Crane Advisory
California
$439K +$12.1K +40 +3%
RWM
4385
Ruedi Wealth Management
Illinois
$439K – – –
AI
4386
AdvisorShares Investments
Maryland
$438K – – –
DFG
4387
Demars Financial Group
Washington
$437K – – –
JRPIM
4388
Journey Retirement Planning & Investment Management
Idaho
$436K -$1.07M -3,519 -70%
CWA
4389
Continuum Wealth Advisors
New York
$436K -$59.5K -196 -12%
BZWA
4390
Blue Zone Wealth Advisors
California
$434K +$4.25K +14 +1%
HGA
4391
Hobbs Group Advisors
South Carolina
$434K -$34K -112 -7%
PRRFG
4392
Paul R. Ried Financial Group
Washington
$433K +$75K +247 +20%
TFO
4393
Tarbox Family Office
California
$433K -$311K -1,024 -41%
TAM
4394
TCP Asset Management
Ohio
$432K -$308K -1,014 -41%
PFG
4395
Pinnacle Financial Group
Illinois
$432K -$45.5K -150 -9%
CWM
4396
Cooke Wealth Management
California
$432K – – –
CCM
4397
Cloud Capital Management
Washington
$431K -$74.7K -246 -14%
MJP
4398
Michael J. Puzo
$429K +$188K +620 +74%
RFN
4399
Redwood Financial Network
Ohio
$429K +$16.4K +54 +4%
FA
4400
Freestate Advisors
Kansas
$429K -$10.3K -34 -2%
174 175
176
177 178