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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSCM
4451
Spectrum Strategic Capital Management
Oregon
$224K +$217K +933 New
4WM
4452
4J Wealth Management
Virginia
$223K -$40.8K -175 -16%
LFP
4453
Leeward Financial Partners
Washington
$222K +$216K +927 New
SCA
4454
Sander Capital Advisors
Washington
$222K – – –
BHWA
4455
Beacon Harbor Wealth Advisors
Virginia
$222K +$216K +926 New
RPA
4456
Rock Point Advisors
Vermont
$222K -$31.7K -136 -13%
TF
4457
Theory Financial
Colorado
$222K +$215K +925 New
CM
4458
Capula Management
Cayman Islands
$221K -$285K -1,223 -57%
MB
4459
Mizuho Bank
Japan
$221K – – –
MFG
4460
Midwest Financial Group
Kansas
$220K +$214K +919 New
VIA
4461
Virtus Investment Advisers
Connecticut
$220K – – –
ORAM
4462
One River Asset Management
Connecticut
$220K +$214K +920 New
BWG
4463
Boomfish Wealth Group
Georgia
$220K +$214K +918 New
BWG
4464
Beta Wealth Group
California
$220K +$214K +918 New
FFO
4465
Fiduciary Family Office
Florida
$219K -$2.96M -12,727 -93%
NHFG
4466
New Harbor Financial Group
Massachusetts
$219K -$19.8K -85 -9%
MA
4467
McGrath & Associates
North Carolina
$219K +$213K +915 New
WIP
4468
WealthCare Investment Partners
Rhode Island
$219K +$212K +912 New
MSG
4469
Main Street Group
Virginia
$219K -$3.49K -15 -2%
AAM
4470
Ameraudi Asset Management
New York
$219K +$212K +912 New
DK
4471
David Kennon
Florida
$218K +$212K +911 New
RIM
4472
Reliant Investment Management
Tennessee
$218K +$212K +911 New
AC
4473
Attessa Capital
Arizona
$218K +$212K +910 New
HCRE
4474
Hoya Capital Real Estate
Connecticut
$218K +$212K +910 New
AFG
4475
Altiora Financial Group
Ohio
$218K +$211K +908 New
177 178
179
180 181