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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
4576
Cutler Capital Management
Massachusetts
$392K +$3.1K +10 +0.8%
RRWA
4577
Rainey & Randall Wealth Advisors
Florida
$392K +$621 +2 +0.2%
TFS
4578
Targeted Financial Services
Florida
$391K +$311 +1 +0.1%
HA
4579
Hanover Advisors
South Carolina
$391K – – –
UW
4580
Unique Wealth
Florida
$391K +$5.9K +19 +2%
JSA
4581
Jim Saulnier & Associates
Colorado
$390K +$20.2K +65 +6%
BIM
4582
Bullseye Investment Management
Ohio
$390K – – –
SAM
4583
Satovsky Asset Management
New York
$389K +$1.55K +5 +0.4%
LOIP
4584
Live Oak Investment Partners
Texas
$389K – – –
HWA
4585
Heritage Wealth Architects
Minnesota
$389K – – –
CCA
4586
Conservest Capital Advisors
Pennsylvania
$389K +$27.9K +90 +8%
GC
4587
Gibson Capital
Pennsylvania
$388K -$30.4K -98 -8%
RWFS
4588
Rayburn West Financial Services
Tennessee
$388K -$7.76K -25 -2%
W
4589
WealthCollab
Washington
$388K +$61.5K +198 +20%
BTIM
4590
BancFirst Trust & Investment Management
Oklahoma
$387K +$365K +1,175 New
EIA
4591
Eastover Investment Advisors
North Carolina
$387K +$39.1K +126 +12%
FCM
4592
Fogel Capital Management
Florida
$386K +$66.5K +214 +22%
CFA
4593
Camarda Financial Advisors
Florida
$386K -$326K -1,050 -47%
AFAS
4594
Acorn Financial Advisory Services
Virginia
$386K -$36.3K -117 -9%
KIC
4595
Keating Investment Counselors
Florida
$385K – – –
DF
4596
Daviman Financial
Indiana
$384K -$2.79K -9 -0.8%
PWM
4597
Parkshore Wealth Management
California
$384K – – –
CTWM
4598
Cherry Tree Wealth Management
Minnesota
$384K – – –
DA
4599
Dash Acquisitions
California
$383K +$1.86K +6 +0.6%
AA
4600
Advisory Advocates
Michigan
$382K +$54.3K +175 +18%
182 183
184
185 186