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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
4626
Veratis Advisors
North Carolina
$343K +$348K +1,125 New
PA
4627
Prossimo Advisors
California
$343K +$5.26K +17 +2%
JWM
4628
Johnson Wealth Management
North Dakota
$343K -$14.9K -48 -4%
TPCM
4629
Templeton & Phillips Capital Management
Tennessee
$343K – – –
LSC
4630
Lesa Sroufe & Co
Washington
$342K – – –
KAS
4631
Kemnay Advisory Services
New York
$342K +$328K +1,061 New
LL
4632
LPWM LLC
Minnesota
$342K – – –
HBS
4633
Howard Bailey Securities
Indiana
$341K -$42.7K -138 -12%
BC
4634
Brio Consultants
California
$341K +$119K +384 +57%
AFS
4635
AFG Fiduciary Services
Massachusetts
$340K -$20.1K -65 -6%
CFM
4636
Comprehensive Financial Management
California
$339K – – –
OCFG
4637
O'Connor Financial Group
Illinois
$339K +$3.1K +10 +0.9%
JWM
4638
Jackson Wealth Management
Florida
$339K -$16.7K -54 -5%
ZAM
4639
Zevin Asset Management
Massachusetts
$339K -$52.9K -171 -14%
AWM
4640
Alterna Wealth Management
Texas
$338K -$3.1K -10 -0.9%
GCM
4641
Gallacher Capital Management
Colorado
$338K +$52.6K +170 +19%
LFG
4642
Lockerman Financial Group
California
$338K -$647K -2,089 -67%
RWS
4643
Rochester Wealth Strategies
Michigan
$337K -$9.91K -32 -3%
SFM
4644
Stack Financial Management
Montana
$337K – – –
PP
4645
PFS Partners
New Jersey
$337K +$17.3K +56 +6%
BBNB
4646
Baker Boyer National Bank
Washington
$337K +$25.4K +82 +9%
ACM
4647
Aurdan Capital Management
Pennsylvania
$337K +$30.3K +98 +10%
MGAM
4648
McGowan Group Asset Management
Texas
$336K -$4.03K -13 -1%
ARG
4649
Advisory Resource Group
Oklahoma
$334K +$1.55K +5 +0.5%
CCAL
4650
City Center Advisors LLC
Michigan
$334K +$6.81K +22 +2%
184 185
186
187 188