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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1801
PhiloSmith Capital
Connecticut
$1.02M – – –
PAM
1802
Palisade Asset Management
Minnesota
$1.01M – – –
SWP
1803
Strategic Wealth Partners
Ohio
$1.01M +$1.05M +10,350 New
AIP
1804
Ahrens Investment Partners
Louisiana
$1M +$10.4K +103 +1%
CA
1805
Cambridge Advisors
Nebraska
$1M +$119K +1,176 +14%
SG
1806
StoneX Group
New York
$997K +$91.6K +905 +11%
SMFS
1807
Squar Milner Financial Services
California
$997K +$869K +8,578 New
GHAM
1808
Gilman Hill Asset Management
Connecticut
$987K -$5.06K -50 -0.5%
MA
1809
MCF Advisors
Kentucky
$985K -$75K -741 -7%
BWP
1810
BSW Wealth Partners
Colorado
$982K +$30.3K +299 +3%
PA
1811
Probity Advisors
Texas
$981K -$50.3K -497 -5%
PC
1812
Palo Capital
California
$981K – – –
MCWS
1813
McKinley Carter Wealth Services
West Virginia
$978K -$134K -1,328 -13%
SSP
1814
Sapphire Star Partners
Washington
$977K -$446K -4,400 -33%
FDS
1815
First Dallas Securities
Texas
$976K – – –
CBA
1816
Coastal Bridge Advisors
Connecticut
$973K +$10.1K +100 +1%
WA
1817
Wheatland Advisors
Pennsylvania
$971K -$2.53K -25 -0.3%
MMA
1818
Miracle Mile Advisors
California
$969K +$455K +4,493 +98%
BL
1819
BFSG LLC
California
$961K -$47.1K -465 -5%
SCP
1820
Syntal Capital Partners
Texas
$957K +$609K +6,010 +204%
HK
1821
Horizon Kinetics
New York
$953K – – –
SRAM
1822
Stone Ridge Asset Management
New York
$950K +$899K +8,879 New
BRM
1823
Boston Research & Management
Massachusetts
$946K -$10.1K -100 -1%
WAP
1824
Wealthcare Advisory Partners
Pennsylvania
$943K +$181K +1,784 +25%
PCM
1825
Poehling Capital Management
Wisconsin
$943K +$893K +8,820 New
71 72
73
74 75