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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
4451
Macroview Investment Management
Maryland
$278K -$9.7K -38 -4%
AC
4452
Avant Capital
Louisiana
$277K +$1.28K +5 +0.5%
CMP
4453
Coston McIsaac & Partners
Maine
$277K -$72.2K -283 -23%
TF
4454
Theory Financial
Colorado
$277K +$2.55K +10 +1%
TCCM
4455
Timber Creek Capital Management
Massachusetts
$277K – – –
DWM
4456
Daner Wealth Management
Georgia
$277K +$241K +945 New
CCM
4457
Check Capital Management
California
$276K +$255 +1 +0.1%
LAS
4458
Lloyd Advisory Services
Georgia
$276K +$243K +952 New
CI
4459
Carroll Investors
South Carolina
$276K – – –
AF
4460
AtlasMark Financial
Texas
$275K -$3.06K -12 -1%
NFW
4461
Noble Family Wealth
Florida
$275K – – –
MWM
4462
Magnolia Wealth Management
Alabama
$275K – – –
SFG
4463
Synergy Financial Group
California
$274K +$3.83K +15 +2%
AAM
4464
Austin Asset Management
Texas
$274K -$35.7K -140 -13%
CCM
4465
Cloud Capital Management
Washington
$273K +$104K +408 +78%
UI
4466
Unconventional Investor
New Hampshire
$273K -$14.3K -56 -6%
WWA
4467
Wealth Watch Advisors
Colorado
$272K +$49.3K +193 +20%
CWP
4468
Corepath Wealth Partners
Arizona
$272K – – –
TIA
4469
Tandem Investment Advisors
South Carolina
$271K -$73.5K -288 -24%
VF
4470
Vawter Financial
Ohio
$270K -$776K -3,040 -77%
SAM
4471
Synergy Asset Management
Washington
$270K +$238K +931 New
RWM
4472
Rialto Wealth Management
New York
$269K +$8.93K +35 +4%
SCP
4473
Stevens Capital Partners
Nebraska
$269K +$235K +921 New
RPA
4474
Rock Point Advisors
Vermont
$268K – – –
MFG
4475
Midwest Financial Group
Kansas
$268K +$1.02K +4 +0.4%
177 178
179
180 181