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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCAM
4376
Kagan Cocozza Asset Management
New Jersey
$446K -$5.16K -17 -1%
BDPWM
4377
Barnes Dennig Private Wealth Management
Ohio
$445K +$6.07K +20 +1%
KIA
4378
Kraematon Investment Advisors
Massachusetts
$444K +$607 +2 +0.1%
JPLA
4379
Joseph P. Lucia & Associates
New York
$444K +$13.7K +45 +3%
PF
4380
Prota Financial
Texas
$444K -$59.2K -195 -11%
RCI
4381
RS Crum Inc
California
$443K – – –
PFA
4382
Pathway Financial Advisors
Vermont
$443K -$518K -1,706 -53%
CWM
4383
ClientFirst Wealth Management
Arkansas
$442K – – –
MFS
4384
Madrona Financial Services
Washington
$442K +$15.8K +52 +4%
MA
4385
Mezzasalma Advisors
New Jersey
$441K -$7.59K -25 -2%
HP
4386
Highlander Partners
Texas
$441K – – –
SAM
4387
Stembrook Asset Management
New Jersey
$441K – – –
GC
4388
Gruss & Co
Florida
$441K +$152K +500 +50%
NA
4389
Nottingham Advisors
New York
$441K – – –
MPPW
4390
Mitchell & Pahl Private Wealth
Oklahoma
$441K -$3.94K -13 -0.9%
MJFG
4391
Mars Jewett Financial Group
Washington
$440K -$7.28K -24 -2%
CCA
4392
Cottonwood Capital Advisors
Utah
$440K +$1.21K +4 +0.3%
HIM
4393
Harbour Investment Management
Washington
$440K +$45.5K +150 +11%
SCM
4394
Saxony Capital Management
Missouri
$439K +$27.9K +92 +7%
CA
4395
Crane Advisory
California
$439K +$12.1K +40 +3%
RWM
4396
Ruedi Wealth Management
Illinois
$439K – – –
AI
4397
AdvisorShares Investments
Maryland
$438K – – –
DFG
4398
Demars Financial Group
Washington
$437K – – –
JRPIM
4399
Journey Retirement Planning & Investment Management
Idaho
$436K -$1.07M -3,519 -70%
CWA
4400
Continuum Wealth Advisors
New York
$436K -$59.5K -196 -12%
174 175
176
177 178