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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1651
Atwood & Palmer
Missouri
$374K – – –
TT
1652
Tiedemann Trust
Delaware
$372K -$147K -2,349 -28%
MSU
1653
Mizuho Securities USA
New York
$372K +$374K +5,985 New
AAM
1654
Augustine Asset Management
Florida
$369K – – –
OWP
1655
Obermeyer Wealth Partners
Colorado
$366K +$46.8K +750 +15%
BIG
1656
Bellwether Investment Group
Tennessee
$365K +$367K +5,868 New
BA
1657
Broadview Advisors
Wisconsin
$364K -$447K -7,150 -55%
DW
1658
Domani Wealth
Pennsylvania
$364K -$45.2K -724 -11%
PIM
1659
Provident Investment Management
Michigan
$364K – – –
OAM
1660
Oberweis Asset Management
Illinois
$362K +$312 +5 +0.1%
I2I
1661
Insight 2811 Inc
Illinois
$362K +$90.8K +1,454 +33%
MWP
1662
Moller Wealth Partners
$361K +$362K +5,802 New
NCMG
1663
NCM Capital Management Group
North Carolina
$360K -$9.37K -150 -3%
PHK
1664
Point72 Hong Kong
Hong Kong
$360K +$350K +5,600 +2,800%
MC
1665
Marcus Capital
Illinois
$357K – – –
HCC
1666
Hirtle Callaghan & Co
Pennsylvania
$352K -$9.37K -150 -3%
IR
1667
IAT Reinsurance
New York
$351K – – –
REMPR
1668
Roof Eidam Maycock Peralta (REMP)
California
$351K – – –
AWA
1669
ARS Wealth Advisors
Florida
$350K – – –
SAM
1670
SignalPoint Asset Management
Missouri
$348K +$62 +1 +0%
SIM
1671
Sonora Investment Management
Arizona
$347K -$15.9K -254 -4%
HK
1672
Horizon Kinetics
New York
$343K +$30.7K +492 +10%
SAM
1673
Sunnymeath Asset Management
New Jersey
$341K – – –
WIA
1674
Westbourne Investment Advisors
Maryland
$341K +$25K +400 +8%
AWM
1675
Affinity Wealth Management
Delaware
$340K – – –
65 66
67
68 69